401(k) · DOL Form 5500 · 2022

Robert M Hermann 401(k) Plan

Data updated 2026-08-25

$837K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$209,126
Avg per participant Above avg balance/head
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Official DOL plan name: Robert M Hermann 401(k) Profit Sharing Plan & Trust · Sponsored by Robert M Hermann · North Carolina · Healthcare & Social Assistance

$837K in assets, 4 participants

Robert M Hermann's Robert M Hermann 401(k) Profit Sharing Plan & Trust reported $837K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,967 in Healthcare & Social Assistance (20,060 peers)

Robert M Hermann multi-year trail

Robert M Hermann's plans moved +62.9% in assets from 2022 to 2024; this filing shows Robert M Hermann 401(k) Profit Sharing Plan & Trust at $837K / 4 participants.

#3,967
in Healthcare & Social Assistance (20,060 peers)
-12.7%
assets change YoY

The plan reported a net loss of $121K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert M Hermann 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Robert M Hermann 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$836,504 23rd percentile higher than 23% 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

Robert M Hermann 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. Robert M Hermann 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 561487775 · Robert M Hermann PY 2022 · 401(k)

Robert M Hermann 401(k) Profit Sharing Plan & Trust · $837K · 4 · 23rd

  • BOY $837K
  • BOY 4
  • BOY 23rd
  • BOY 401(k)
  • BOY near Geraci & Associates Inc Savings and Profit Sharing
  • BOY ind #3967

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Robert M Hermann 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Robert M Hermann 401(k) Profit Sharing Plan & TrustRobert M Hermann 401(k) Prof…$837KGeraci & Associates Inc Savings and Profit SharingGeraci & Associates Inc Savi…$837KLambert Health, Inc. 401(k) PlanLambert Health, Inc. 401(k) …$837KT Fetter Companies 401(k) PlanT Fetter Companies 401(k) Pl…$836KJulian Innovative Renovations, Inc. 401(k) Profit Sharing PlanJulian Innovative Renovation…$837K
End-of-year total assets ($M) among Robert M Hermann 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Robert M Hermann multi-year asset trail

Sponsor-wide plan assets over time

All Robert M Hermann plans reported in each filing year

Latest sponsor-wide plan assets
$1M 62.889239023363906% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.84M $1.36M ▲ +61.9%
Year Plans Participants Total Assets
2022 1 4 $837K
2023 1 3 $1M
2024 1 4 $1M

Robert M Hermann filing trail (2022)

Total Assets (Beginning of Year)$958K
Net Assets (End of Year)$837K
Net Income-$121K
Employer EIN561487775
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Robert M Hermann 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Robert M Hermann 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000836504 · Participants: 4Robert M Hermann 401(k) Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Robert M Hermann 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Robert M Hermann 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Robert M Hermann 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Geraci & Associates Inc Savings and Profit Sharing in WI ($837K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Robert M Hermann 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Robert M Hermann 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 12.7% during 2022, from $958K to $837K. Reported net income was -$121K.
How have Robert M Hermann plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert M Hermann's sponsor-wide assets grew 62.9%, from $837K to $1M.
Where does Robert M Hermann 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Robert M Hermann 401(k) Profit Sharing Plan & Trust ranks in the 23rd 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 Robert M Hermann 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Geraci & Associates Inc Savings and Profit Sharing in WI ($837K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Robert M Hermann 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 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 561487775.

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.