401(k) · DOL Form 5500 · 2022
Herndon, Morton, Herndon & Yaeger 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $918,943
- Avg per participant High balance/head
Official DOL plan name: Hmh&y 401(k) Profit Sharing Plan · Sponsored by Herndon, Morton, Herndon & Yaeger · West Virginia · Professional & Technical Services
$10M in assets, 11 participants
Herndon, Morton, Herndon & Yaeger's Hmh&y 401(k) Profit Sharing Plan reported $10M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.
- #13,769 in Professional & Technical Services (21,562 peers)
Herndon, Morton, Herndon & Yaeger multi-year trail
Herndon, Morton, Herndon & Yaeger's plans moved +29.6% in assets from 2022 to 2024; this filing shows Hmh&y 401(k) Profit Sharing Plan at $10M / 11 participants.
- #13,769
- in Professional & Technical Services (21,562 peers)
- -11.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hmh&y 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Hmh&y 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,108,373 Top 35% higher than 65% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Hmh&y 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hmh&y 401(k) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 550589014 · Herndon, Morton, Herndon & Yaeger PY 2022 · 401(k)
Hmh&y 401(k) Profit Sharing Plan · $10M · 11 · 65th
- PHOTO $10M
- IND 11
- EOY 65th
- 5500 401(k)
- ASSETS near Lulus Fashion Lounge 401(k) Plan
- PCT ind #13769
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 Professional & Technical Services retirement plans → · Plans in West Virginia →
Hmh&y 401(k) Profit Sharing Plan in the asset neighbourhood
Herndon, Morton, Herndon & Yaeger multi-year asset trail
Sponsor-wide plan assets over time
All Herndon, Morton, Herndon & Yaeger plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 29.584721497712835% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $10M |
| 2023 | 1 | 12 | $12M |
| 2024 | 1 | 13 | $13M |
Herndon, Morton, Herndon & Yaeger filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 550589014 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in West Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Orrick, Herrington & Sutcliffe LLP Retirement Plan $808M · 1,866
- Camc Health System Basic Retirement Plan $594M · N/A
- American Public Education Retirement Plan $215M · 2,951
- United Bankshares, Inc. Savings and Stock Investment Plan $202M · 2,978
- Wesbanco, Inc. Ksop $186M · 2,334
Hmh&y 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside West Virginia, the nearest 401(k) by assets is Lulus Fashion Lounge 401(k) Plan in CA ($10M); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- Oceanside Car Wash Inc Profit Sharing Plan (CA) 11 · 0 off
- The Princeton Club of New York, Inc. 401(k) Plan (MA) 11 · 0 off
- Rhg Profit Sharing Plan (GA) 11 · 0 off
- Thrive Wealth Management, LLC 401(k) Plan (PA) 11 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.