401(k) · DOL Form 5500 · 2022
Herzog Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $144,641
- Avg per participant Above avg balance/head
Official DOL plan name: Herzog Insurance Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by Herzog Insurance Agency, Inc. · California · Finance & Insurance
$2M in assets, 13 participants
Herzog Insurance Agency, Inc.'s Herzog Insurance Agency, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,054 in Finance & Insurance (9,261 peers)
2022 asset change
Herzog Insurance Agency, Inc. 401(k) Profit Sharing Plan declined sharply 26.3% in 2022 ($3M → $2M) for 13 participants.
- #2,054
- in Finance & Insurance (9,261 peers)
- -26.3%
- assets change YoY
The plan reported a net loss of $669K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Herzog Insurance Agency, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Herzog Insurance Agency, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,880,330 33rd percentile higher than 33% 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
Herzog Insurance Agency, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herzog Insurance Agency, Inc. 401(k) Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 464233537 · Herzog Insurance Agency, Inc. PY 2022 · 401(k)
Herzog Insurance Agency, Inc. 401(k) Profit Sharing Plan · $2M · 13 · 33rd
- EIN $2M
- RANK 13
- PHOTO 33rd
- IND 401(k)
- EOY near Cici Enterprises, LP and Affiliates 401(k) Plan
- 5500 ind #2054
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 Finance & Insurance retirement plans → · Plans in California →
Herzog Insurance Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$669K |
| Employer EIN | 464233537 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Herzog Insurance Agency, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Cici Enterprises, LP and Affiliates 401(k) Plan in TX ($2M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 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.