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
4
Participants Small participant base
41st
Percentile by assets National rank
$787,527
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, 4 participants

Herzer Financial Services Inc's Herzer Financial Services Inc Defined Benefit Pension Plan reported $3M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,605 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Herzer Financial Services Inc Defined Benefit Pension Plan holds $3M for 4 participants - about $787,527 per participant, in the lower half of filed plans by assets.

#2,605
in Finance & Insurance (9,261 peers)
-6.5%
assets change YoY

The plan reported a net loss of $220K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

$3,150,109 41st percentile higher than 41% 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 (4 participants), the leftmost band.

Form 5500 schedule snapshot

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

Herzer Financial Services Inc Defined Benefit Pension Plan · $3M · 4 · 41st

  • EBSA $3M
  • PART 4
  • TYPE 41st
  • NET Defined Benefit (Pension)
  • BOOK near Montgomery General Hospital Employees' Pension Plan
  • VS-ST ind #2605

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

Aluminum, Brick & Glass Workers International Unio Eastern District Council No. 12 Pension PlanAluminum, Brick & Glass Work…$3MHerzer Financial Services Inc Defined Benefit Pension PlanHerzer Financial Services In…$3MMontgomery General Hospital Employees' Pension PlanMontgomery General Hospital …$3MWallpaper Imports Inc. Cash Balance PlanWallpaper Imports Inc. Cash …$3MRoosevelt Children's Academy Charter School Cash Balance PlanRoosevelt Children's Academy…$3M
End-of-year total assets ($M) among Herzer Financial Services Inc Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$220K
Employer EIN942162418
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herzer Financial Services Inc)

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

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): 0.003150109 · Participants: 4Herzer 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 Montgomery General Hospital Employees' Pension Plan in WV ($3M); by covered participants it is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants). Same-state nearby plans are listed separately above.

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 pulled back noticeably - down 6.5% during 2022, from $3M to $3M. Reported net income was -$220K.
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 Montgomery General Hospital Employees' Pension Plan in WV ($3M, 97 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 Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants, $7M 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.