Profit Sharing · DOL Form 5500 · 2022
Herlehy Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $163,344
- Avg per participant Above avg balance/head
Official DOL plan name: Herlehy Inc. Profit Sharing Plan · Sponsored by Herlehy Inc. · California · Other Services
$1M in assets, 9 participants
Herlehy Inc.'s Herlehy Inc. Profit Sharing Plan reported $1M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #4,473 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Herlehy Inc. Profit Sharing Plan ranks #4,473 of 8,398 2022 filers by assets (1365% of the sector average)-$1M for 9 participants.
- #4,473
- in Other Services (8,398 peers)
- +5.7%
- assets growth YoY
Herlehy Inc. Profit Sharing Plan among the smaller filed plans by assets
Herlehy Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,470,100 29th percentile higher than 29% 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
Herlehy Inc. 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. Herlehy Inc. Profit Sharing Plan is a micro filing (9 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 271700324 · Herlehy Inc. PY 2022 · Profit Sharing
Herlehy Inc. Profit Sharing Plan · $1M · 9 · 29th
- ASSETS $1M
- ASSETS 9
- ASSETS 29th
- ASSETS Profit Sharing
- ASSETS near Claremont Distilled Spirits Inc. Profit Sharing Plan
- ASSETS ind #4473
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 Other Services retirement plans → · Plans in California →
Herlehy Inc. Profit Sharing Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $80K |
| Employer EIN | 271700324 |
| Plan Effective Date | 2010-01-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Herlehy Inc.)
Sponsor-wide plan assets over time
All Herlehy Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $657K 81.86496289820974% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 37 | $4M |
| 2023 | 1 | 11 | $749K |
| 2024 | 1 | 26 | $657K |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Herlehy Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Claremont Distilled Spirits Inc. Profit Sharing Plan in NJ ($1M); by covered participants it is Best Bud's Incorporated Profit Sharing Plan in OH (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.