Profit Sharing · DOL Form 5500 · 2022

Sally a. Herald Accountancy Corporation Profit Sharing Plan

Data updated 2026-08-25

$579K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$578,964
Avg per participant High balance/head
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Official DOL plan name: Sally a. Herald Accountancy Corporation Profit Sharing Plan · Sponsored by Sally a. Herald Accountancy Corporation · California · Professional & Technical Services

$579K in assets, 1 participants

Sally a. Herald Accountancy Corporation's Sally a. Herald Accountancy Corporation Profit Sharing Plan reported $579K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,421 in Professional & Technical Services (21,562 peers)

Sally a. Herald Accountancy Corporation multi-year trail

Sally a. Herald Accountancy Corporation's plans moved +28.9% in assets from 2022 to 2024; this filing shows Sally a. Herald Accountancy Corporation Profit Sharing Plan at $579K / 1 participant.

#3,421
in Professional & Technical Services (21,562 peers)
-0.6%
assets change YoY

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sally a. Herald Accountancy Corporation Profit Sharing Plan among the smaller filed plans by assets

Sally a. Herald Accountancy Corporation Profit Sharing Plan vs every filed plan by assets

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

$578,964 20th percentile higher than 20% 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

Sally a. Herald Accountancy Corporation 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. Sally a. Herald Accountancy Corporation Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 454598289 · Sally a. Herald Accountancy Corporation PY 2022 · Profit Sharing

Sally a. Herald Accountancy Corporation Profit Sharing Plan · $579K · 1 · 20th

  • 5500 $579K
  • ASSETS 1
  • PCT 20th
  • EIN Profit Sharing
  • RANK near Pcl Retirenment Plan
  • PHOTO ind #3421

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 California →

Sally a. Herald Accountancy Corporation Profit Sharing Plan in the asset neighbourhood

Sally a. Herald Accountancy Corporation Profit Sharing PlanSally a. Herald Accountancy …$579KPcl Retirenment Plan$579KNelson R. Medina Moreno Retiremen PlanNelson R. Medina Moreno Reti…$579KRostrum Management Company Retirement PlanRostrum Management Company R…$579KJose M. Ducos Fernandez Profit Sharing Retirement PlanJose M. Ducos Fernandez Prof…$579K
End-of-year total assets ($M) among Sally a. Herald Accountancy Corporation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Sally a. Herald Accountancy Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Sally a. Herald Accountancy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$746K 28.859480036755308% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M 202220232024 $0.58M $0.75M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 1 $579K
2023 1 1 $678K
2024 1 1 $746K

Sally a. Herald Accountancy Corporation filing trail (2022)

Total Assets (Beginning of Year)$582K
Net Assets (End of Year)$579K
Net Income-$3K
Employer EIN454598289
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Sally a. Herald Accountancy Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Sally a. Herald Accountancy Corporation Profit Sharing Plan, Total assets ($B): 0.000578964 · Participants: 1Sally a. Herald Accountancy Corporation Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Sally a. Herald Accountancy Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Sally a. Herald Accountancy Corporation Profit Sharing Plan side-by-side with 3 peers →

Sally a. Herald Accountancy Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Pcl Retirenment Plan in PR ($579K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($579K here).

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 Sally a. Herald Accountancy Corporation Profit Sharing Plan assets move in 2022? ▼
Sally a. Herald Accountancy Corporation Profit Sharing Plan held essentially flat - down 0.6% during 2022, from $582K to $579K. Reported net income was -$3K.
How have Sally a. Herald Accountancy Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sally a. Herald Accountancy Corporation's sponsor-wide assets grew 28.9%, from $579K to $746K.
Where does Sally a. Herald Accountancy Corporation Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sally a. Herald Accountancy Corporation Profit Sharing Plan ranks in the 20th 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 Profit Sharing plans are similar in size to Sally a. Herald Accountancy Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pcl Retirenment Plan in PR ($579K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Sally a. Herald Accountancy Corporation 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 454598289.

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.