401(k) · DOL Form 5500 · 2022

Hershman Capital Corp 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
9
Participants Small participant base
51st
Percentile by assets National rank
$571,615
Avg per participant High balance/head
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Official DOL plan name: Hershman Capital Corp 401(k) Savings Plan · Sponsored by Hershman Capital Corp · Connecticut · Wholesale Trade

$5M in assets, 9 participants

Hershman Capital Corp's Hershman Capital Corp 401(k) Savings Plan reported $5M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,677 in Wholesale Trade (6,843 peers)

Hershman Capital Corp multi-year trail

Hershman Capital Corp's plans moved +18.7% in assets from 2022 to 2023; this filing shows Hershman Capital Corp 401(k) Savings Plan at $5M / 9 participants.

#2,677
in Wholesale Trade (6,843 peers)
-23.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hershman Capital Corp 401(k) Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Hershman Capital Corp 401(k) Savings Plan vs every filed plan by assets

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

$5,144,535 Top 49% higher than 51% 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

Hershman Capital Corp 401(k) Savings 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. Hershman Capital Corp 401(k) Savings Plan is a micro filing (9 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 061187142 · Hershman Capital Corp PY 2022 · 401(k)

Hershman Capital Corp 401(k) Savings Plan · $5M · 9 · 51st

  • PCT $5M
  • EIN 9
  • RANK 51st
  • PHOTO 401(k)
  • IND near Filtration Systems, Inc. Employee Stock Ownership Plan and Trust
  • EOY ind #2677

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 Wholesale Trade retirement plans → · Plans in Connecticut →

Hershman Capital Corp 401(k) Savings Plan in the asset neighbourhood

Hershman Capital Corp 401(k) Savings PlanHershman Capital Corp 401(k)…$5MFiltration Systems, Inc. Employee Stock Ownership Plan and TrustFiltration Systems, Inc. Emp…$5MCytosorbents Medical 401(k) PlanCytosorbents Medical 401(k) …$5MRaj Manufacturing 401(k) Plan$5MDeangelo Contracting Services 401(k) PlanDeangelo Contracting Service…$5M
End-of-year total assets ($M) among Hershman Capital Corp 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hershman Capital Corp multi-year asset trail

Sponsor-wide plan assets over time

All Hershman Capital Corp plans reported in each filing year

Latest sponsor-wide plan assets
$6M 18.72727078346245% vs 2022
2023 filing year
$5M$5.5M$6M$6.5M 20222023 $5.14M $6.11M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 9 $5M
2023 2 22 $6M

Hershman Capital Corp filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN061187142
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Hershman Capital Corp 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Hershman Capital Corp 401(k) Savings Plan, Total assets ($B): 0.005144535 · Participants: 9Hershman Capital Corp 401(k) Savings PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Hershman Capital Corp 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Hershman Capital Corp 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Filtration Systems, Inc. Employee Stock Ownership Plan and Trust in MN ($5M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Hershman Capital Corp 401(k) Savings Plan assets move in 2022?
Hershman Capital Corp 401(k) Savings Plan declined sharply - down 23.6% during 2022, from $7M to $5M. Reported net income was -$2M.
How have Hershman Capital Corp plan assets changed over time?
Across 2 plan years on file (2022-2023), Hershman Capital Corp's sponsor-wide assets grew 18.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Hershman Capital Corp 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Filtration Systems, Inc. Employee Stock Ownership Plan and Trust in MN ($5M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Hershman Capital Corp 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K in assets).