Defined Benefit (Pension) · DOL Form 5500 · 2022

Herzer Financial Services Inc Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
38th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Herzer Financial Services Inc Defined Benefit Pension Plan · Sponsored by Herzer Financial Services Inc · California · Finance & Insurance

$3M in assets, 2 participants

Herzer Financial Services Inc's Herzer Financial Services Inc Defined Benefit Pension Plan reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 38th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,356 in Finance & Insurance (9,261 peers)

2022 asset change

Herzer Financial Services Inc Defined Benefit Pension Plan grew at a solid clip 11.6% in 2022 ($2M → $3M) for 2 participants.

#2,356
in Finance & Insurance (9,261 peers)
+11.6%
assets growth YoY

Herzer Financial Services Inc Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Herzer Financial Services Inc Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,576,630 38th percentile higher than 38% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Herzer Financial Services Inc Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herzer Financial Services Inc Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 942162418 · Herzer Financial Services Inc PY 2022 · Defined Benefit (Pension)

Herzer Financial Services Inc Defined Benefit Pension Plan · $3M · 2 · 38th

  • SCH $3M
  • SCH 2
  • SCH 38th
  • SCH Defined Benefit (Pension)
  • SCH near Board Machine, Inc. Employees' Pension Plan
  • SCH ind #2356

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

Herzer Financial Services Inc Defined Benefit Pension Plan in the asset neighbourhood

Employees' Pension Plan of Local 743 I.B. of T.Employees' Pension Plan of L…$3MHerzer Financial Services Inc Defined Benefit Pension PlanHerzer Financial Services In…$3MBoard Machine, Inc. Employees' Pension PlanBoard Machine, Inc. Employee…$3MR. R. Donnelley Pension Plan - Puerto RicoR. R. Donnelley Pension Plan…$3MD & W Jewelry Co. Pension PlanD & W Jewelry Co. Pension Pl…$3M
End-of-year total assets ($M) among Herzer Financial Services Inc Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Herzer Financial Services Inc years around the 2022 move

Sponsor-wide plan assets over time

All Herzer Financial Services Inc plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$5M$10M$15M 20222023 $9.31M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 3 11 $9M
2023 2 3 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$268K
Employer EIN942162418
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Herzer Financial Services Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Herzer Financial Services Inc Defined Benefit Pension Plan, Total assets ($B): 0.00257663 · Participants: 2Herzer Financial Services Inc Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Herzer Financial Services Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Herzer Financial Services Inc Defined Benefit Pension Plan side-by-side with 3 peers →

Herzer Financial Services Inc Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Board Machine, Inc. Employees' Pension Plan in IL ($3M); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Herzer Financial Services Inc Defined Benefit Pension Plan assets move in 2022? ▼
Herzer Financial Services Inc Defined Benefit Pension Plan grew at a solid clip - up 11.6% during 2022, from $2M to $3M. Reported net income was $268K.
Which Defined Benefit (Pension) plans are similar in size to Herzer Financial Services Inc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Board Machine, Inc. Employees' Pension Plan in IL ($3M, 10 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Herzer Financial Services Inc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942162418.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.