Money Purchase · DOL Form 5500 · 2022

Herdtner LLC Money Purchase Plan

Data updated 2026-08-25

$27K
Total assets Small plan by assets
2
Participants Small participant base
2nd
Percentile by assets National rank
$13,402
Avg per participant Low balance/head
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Official DOL plan name: Herdtner LLC Money Purchase Pension Plan · Sponsored by Herdtner LLC · Ohio · Retail Trade

$27K in assets, 2 participants

Herdtner LLC's Herdtner LLC Money Purchase Pension Plan reported $27K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

  • #304 in Retail Trade (9,519 peers)

What the 2022 filing shows

Herdtner LLC Money Purchase Pension Plan holds $27K for 2 participants - about $13,402 per participant, among the smaller plans by assets on file.

#304
in Retail Trade (9,519 peers)
-3.6%
assets change YoY

The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Herdtner LLC Money Purchase Pension Plan among the smaller filed plans by assets

Herdtner LLC Money Purchase Pension Plan vs every filed plan by assets

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

$26,804 2nd percentile higher than 2% 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

Herdtner LLC Money Purchase Pension 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. Herdtner LLC Money Purchase Pension Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 562550938 · Herdtner LLC PY 2022 · Money Purchase

Herdtner LLC Money Purchase Pension Plan · $27K · 2 · 2nd

  • IND $27K
  • EOY 2
  • 5500 2nd
  • ASSETS Money Purchase
  • PCT near Foreign Resources Consulting, Ltd. Money Purchase Plan
  • EIN ind #304

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 Retail Trade retirement plans → · Plans in Ohio →

Herdtner LLC Money Purchase Pension Plan in the asset neighbourhood

Herdtner LLC Money Purchase Pension PlanHerdtner LLC Money Purchase …$27KYazmin M. Febres Arroyo Retirement PlanYazmin M. Febres Arroyo Reti…$32KI U Anesthesiology Associates Money Purchase Pension PlanI U Anesthesiology Associate…$32KForeign Resources Consulting, Ltd. Money Purchase PlanForeign Resources Consulting…$23KMutual of America Tax Deferred Annuity FundMutual of America Tax Deferr…$21K
End-of-year total assets ($M) among Herdtner LLC Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$28K
Net Assets (End of Year)$27K
Net Income-$1K
Employer EIN562550938
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herdtner LLC)

Sponsor-wide plan assets over time

All Herdtner LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.02M$0.04M$0.06M$0.08M 20222023 $0.06M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 4 $62K
2023 2 4 N/A

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Herdtner LLC Money Purchase Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Herdtner LLC Money Purchase Pension Plan, Total assets ($B): 0.000026804 · Participants: 2Herdtner LLC Money Purchase Pension PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.324447859 · Participants: 44824The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.178697499 · Participants: 4506The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.441036559 · Participants: 6972Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.415384132 · Participants: 1076Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.303300519 · Participants: 2818University of Dayton Defined Contribution Retirement Plan
Herdtner LLC Money Purchase Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Herdtner LLC Money Purchase Pension Plan side-by-side with 3 peers →

Herdtner LLC Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Foreign Resources Consulting, Ltd. Money Purchase Plan in CT ($23K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Herdtner LLC Money Purchase Pension Plan assets move in 2022? ▼
Herdtner LLC Money Purchase Pension Plan edged down modestly - down 3.6% during 2022, from $28K to $27K. Reported net income was -$1K.
Where does Herdtner LLC Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Herdtner LLC Money Purchase Pension Plan ranks in the 2nd 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 Money Purchase plans are similar in size to Herdtner LLC Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Foreign Resources Consulting, Ltd. Money Purchase Plan in CT ($23K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Herdtner LLC Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M 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 562550938.

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.