Money Purchase · DOL Form 5500 · 2022
Herdtner LLC Money Purchase Plan
Data updated 2026-08-11
- $27K
- Total assets
- 2
- Participants
- 2nd
- Percentile by assets
- $13,402
- Avg per participant
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.
- 2nd percentile by assets (of 139,126 plans)
- #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.
- $27K
- total plan assets (2022 EOY)
- 2
- covered participants
- 2nd
- percentile by assets (of 139,126 plans)
- $13,402
- avg assets per participant
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.
Money Purchase filing for Herdtner LLC Money Purchase Pension Plan
Money Purchase filing for plan year 2022: EIN 562550938 ; effective since 2008-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2022)
| Total Assets (Beginning of Year) | $28K |
|---|---|
| Net Assets (End of Year) | $27K |
| Net Income | -$1K |
| Employer EIN | 562550938 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Herdtner LLC)
| 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
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.3B · 44,824
- The Cleveland Clinic Foundation Cash Balance Plan $1.2B · 4,506
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $441M · 6,972
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $415M · 1,076
- University of Dayton Defined Contribution Retirement Plan $303M · 2,818
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Herdtner LLC Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Herdtner LLC Money Purchase Pension Plan assets move in 2022? ▼
Where does Herdtner LLC Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Herdtner LLC Money Purchase Pension Plan? ▼
Next read for Herdtner LLC Money Purchase Pension Plan
Filing takeaways
Ways to act on Herdtner LLC Money Purchase Pension Plan's numbers.
- By total assets, Herdtner LLC Money Purchase Pension Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans