401(k) · DOL Form 5500 · 2022
Herschend Entertainment Company LLC 401(k) Plan
Data updated 2026-08-25
- $119M
- Total assets Near avg plan size
- 2,706
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $44,085
- Avg per participant Low balance/head
Official DOL plan name: Herschend Family Entertainment Profit Sharing & 401(k) Plan · Sponsored by Herschend Entertainment Company LLC · Missouri · Arts, Entertainment & Recreation
$119M in assets, 2,706 participants
Herschend Entertainment Company LLC's Herschend Family Entertainment Profit Sharing & 401(k) Plan reported $119M in total assets and 2,706 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #2,994 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in Missouri
Herschend Family Entertainment Profit Sharing & 401(k) Plan covers 2,706 participants in Missouri, 3.7x the typical Missouri plan (state average ~737 per filing). Assets: $119M.
- #2,994
- in Arts, Entertainment & Recreation (3,077 peers)
- -15.0%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Herschend Family Entertainment Profit Sharing & 401(k) Plan's outsized position by total assets
Herschend Family Entertainment Profit Sharing & 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$119,293,339 Top 6% higher than 94% 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
Herschend Family Entertainment Profit Sharing & 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herschend Family Entertainment Profit Sharing & 401(k) Plan lands in the large band (2,706 participants).
EBSA filing schedule strip
Filing strip 463014631 · Herschend Entertainment Company LLC PY 2022 · 401(k)
Herschend Family Entertainment Profit Sharing & 401(k) Plan · $119M · 2,706 · 94th
- PHOTO $119M
- IND 2,706
- EOY 94th
- 5500 401(k)
- ASSETS near Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan
- PCT ind #2994
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 Arts, Entertainment & Recreation retirement plans → · Plans in Missouri →
Herschend Family Entertainment Profit Sharing & 401(k) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $119M |
| Net Income | -$21M |
| Employer EIN | 463014631 |
| Plan Effective Date | 1966-10-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Herschend Entertainment Company LLC)
Sponsor-wide plan assets over time
All Herschend Entertainment Company LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $159M 33.505897592488374% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,706 | $119M |
| 2023 | 1 | 2,560 | $136M |
| 2024 | 1 | 3,085 | $159M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
Herschend Family Entertainment Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan in NY ($119M); by covered participants it is Centerplate Retirement and Savings Plan in SC (2,705 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($119M here).
- Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan (NY) $119M · 273
- Entrust Solutions Group Retirement Savings Plan (IL) $119M · 1,977
- Rayonier Advanced Materials Inc. Investment and Savings Plan for Salaried Employees (FL) $119M · 435
- The Capco 401(k) Profit Sharing Plan (NY) $119M · 1,379
Similar participant headcount
Nearest other-state filings by covered participants (2,706 participants); asset peers above are excluded.
- Centerplate Retirement and Savings Plan (SC) 2,705 · 1 off
- Cwt 401(k) Plan (MN) 2,708 · 2 off
- American House 401(k) Plan (MI) 2,708 · 2 off
- Pacific Coast Building Products, Inc. 401(k) Savings Plan (CA) 2,704 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.