401(k) · DOL Form 5500 · 2022

Herzog & Schindler LLC 401(k) Plan

Data updated 2026-08-25

$695K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$347,534
Avg per participant High balance/head
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Official DOL plan name: Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Herzog & Schindler LLC · New York · Other Services

$695K in assets, 2 participants

Herzog & Schindler LLC's Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust reported $695K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,707 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust ranks #3,707 of 8,398 2022 filers by assets (2888% of the sector average)-$695K for 2 participants.

#3,707
in Other Services (8,398 peers)
+6.3%
assets growth YoY

Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$695,067 21st percentile higher than 21% 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

Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 814498185 · Herzog & Schindler LLC PY 2022 · 401(k)

Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust · $695K · 2 · 21st

  • NET $695K
  • BOOK 2
  • VS-ST 21st
  • BOY 401(k)
  • SCH near Lvt 401(k) Plan
  • EBSA ind #3707

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 Other Services retirement plans → · Plans in New York →

Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Herzog & Schindler LLC 401(k) Profit Sharing Plan & TrustHerzog & Schindler LLC 401(k…$695KLvt 401(k) Plan$695KCorporation X, Inc. 401(k) PlanCorporation X, Inc. 401(k) P…$695KWorth Industries, Inc. Retirement PlanWorth Industries, Inc. Retir…$695KSignova Corporation 401(k) PlanSignova Corporation 401(k) P…$695K
End-of-year total assets ($M) among Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$654K
Net Assets (End of Year)$695K
Net Income$41K
Employer EIN814498185
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000695067 · Participants: 2Herzog & Schindler LLC 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants

Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lvt 401(k) Plan in UT ($695K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($695K here).

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 Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust assets move in 2022?
Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 6.3% during 2022, from $654K to $695K. Reported net income was $41K.
Where does Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Lvt 401(k) Plan in UT ($695K, 251 participants).
Which 401(k) plans cover a similar participant headcount to Herzog & Schindler LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).