Profit Sharing · DOL Form 5500 · 2022

David a Herf, Md Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: David a Herf, Md Profit Sharing Plan · Sponsored by David a Herf, Md · Florida · Healthcare & Social Assistance

$1M in assets, 1 participants

David a Herf, Md's David a Herf, Md Profit Sharing Plan reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,786 in Healthcare & Social Assistance (20,060 peers)

David a Herf, Md multi-year trail

David a Herf, Md's plans moved -21.5% in assets from 2022 to 2024; this filing shows David a Herf, Md Profit Sharing Plan at $1M / 1 participant.

#5,786
in Healthcare & Social Assistance (20,060 peers)
+2.8%
assets growth YoY

David a Herf, Md Profit Sharing Plan among the smaller filed plans by assets

David a Herf, Md Profit Sharing Plan vs every filed plan by assets

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

$1,497,968 30th percentile higher than 30% 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

David a Herf, Md Profit Sharing 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. David a Herf, Md Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 592401819 · David a Herf, Md PY 2022 · Profit Sharing

David a Herf, Md Profit Sharing Plan · $1M · 1 · 30th

  • SCH $1M
  • EBSA 1
  • PART 30th
  • TYPE Profit Sharing
  • NET near Towner & Towner PC Delcharter Guarantee & Trust Co Prototype
  • BOOK ind #5786

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 Florida →

David a Herf, Md Profit Sharing Plan in the asset neighbourhood

David a Herf, Md Profit Sharing PlanDavid a Herf, Md Profit Shar…$1MTowner & Towner PC Delcharter Guarantee & Trust Co PrototypeTowner & Towner PC Delcharte…$1MJudge Legacy Inc. Retirement PlanJudge Legacy Inc. Retirement…$1MEasterbrook Enterprises, Inc. Retirement PlanEasterbrook Enterprises, Inc…$1MAppling Brothers Company Profit Sharing Retirement & TrustAppling Brothers Company Pro…$1M
End-of-year total assets ($M) among David a Herf, Md Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

David a Herf, Md multi-year asset trail

Sponsor-wide plan assets over time

All David a Herf, Md plans reported in each filing year

Latest sponsor-wide plan assets
$1M 21.479430802260126% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.5M $1.18M ▼ -21.3%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $1M

David a Herf, Md filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$43K
Employer EIN592401819
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

David a Herf, Md Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants David a Herf, Md Profit Sharing Plan, Total assets ($B): 0.001497968 · Participants: 1David a Herf, Md Profit Sharing PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
David a Herf, Md Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare David a Herf, Md Profit Sharing Plan side-by-side with 3 peers →

David a Herf, Md Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Towner & Towner PC Delcharter Guarantee & Trust Co Prototype in MI ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 David a Herf, Md Profit Sharing Plan assets move in 2022? ▼
David a Herf, Md Profit Sharing Plan edged up modestly - up 2.8% during 2022, from $1M to $1M. Reported net income was $43K.
How have David a Herf, Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David a Herf, Md's sponsor-wide assets declined 21.5%, from $1M to $1M.
Which Profit Sharing plans are similar in size to David a Herf, Md Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Towner & Towner PC Delcharter Guarantee & Trust Co Prototype in MI ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to David a Herf, Md Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 592401819.

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.