Defined Benefit (Pension) · DOL Form 5500 · 2022

IRA Hermann, Sole Proprietor Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
38th
Percentile by assets National rank
$664,155
Avg per participant High balance/head
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Official DOL plan name: IRA Hermann, Sole Proprietor Defined Benefit Pension Plan · Sponsored by IRA Hermann, Sole Proprietor · California · Finance & Insurance

$3M in assets, 4 participants

IRA Hermann, Sole Proprietor's IRA Hermann, Sole Proprietor Defined Benefit Pension Plan reported $3M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,398 in Finance & Insurance (9,261 peers)

IRA Hermann, Sole Proprietor multi-year trail

IRA Hermann, Sole Proprietor's plans moved +17.9% in assets from 2022 to 2023; this filing shows IRA Hermann, Sole Proprietor Defined Benefit Pension Plan at $3M / 4 participants.

#2,398
in Finance & Insurance (9,261 peers)
-10.2%
assets change YoY

The plan reported a net loss of $301K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

IRA Hermann, Sole Proprietor Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

IRA Hermann, Sole Proprietor Defined Benefit Pension Plan vs every filed plan by assets

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

$2,656,621 38th percentile higher than 38% 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

IRA Hermann, Sole Proprietor Defined Benefit 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. IRA Hermann, Sole Proprietor Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 330086372 · IRA Hermann, Sole Proprietor PY 2022 · Defined Benefit (Pension)

IRA Hermann, Sole Proprietor Defined Benefit Pension Plan · $3M · 4 · 38th

  • VS-ST $3M
  • BOY 4
  • SCH 38th
  • EBSA Defined Benefit (Pension)
  • PART near Peterson Spring Corporation Consolidated UAW Retirement Income Plan
  • TYPE ind #2398

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 →

IRA Hermann, Sole Proprietor Defined Benefit Pension Plan in the asset neighbourhood

Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc.Retirement Plan for Bargaini…$3MIRA Hermann, Sole Proprietor Defined Benefit Pension PlanIRA Hermann, Sole Proprietor…$3MPeterson Spring Corporation Consolidated UAW Retirement Income PlanPeterson Spring Corporation …$3MSeagate Family Medicine Associates LLC Defined Benefit PlanSeagate Family Medicine Asso…$3MRosen Law, LLC Cash Balance PlanRosen Law, LLC Cash Balance …$3M
End-of-year total assets ($M) among IRA Hermann, Sole Proprietor Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

IRA Hermann, Sole Proprietor multi-year asset trail

Sponsor-wide plan assets over time

All IRA Hermann, Sole Proprietor plans reported in each filing year

Latest sponsor-wide plan assets
$3M 17.881549532281795% vs 2022
2023 filing year
$2.6M$2.8M$3M$3.2M 20222023 $2.66M $3.13M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 5 $3M

IRA Hermann, Sole Proprietor filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$301K
Employer EIN330086372
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

IRA Hermann, Sole Proprietor Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants IRA Hermann, Sole Proprietor Defined Benefit Pension Plan, Total assets ($B): 0.002656621 · Participants: 4IRA Hermann, Sole Proprietor Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
IRA Hermann, Sole Proprietor Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare IRA Hermann, Sole Proprietor Defined Benefit Pension Plan side-by-side with 3 peers →

IRA Hermann, Sole Proprietor Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Peterson Spring Corporation Consolidated UAW Retirement Income Plan in MI ($3M); by covered participants it is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants). Same-state nearby plans are listed separately above.

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 IRA Hermann, Sole Proprietor Defined Benefit Pension Plan assets move in 2022? ▼
IRA Hermann, Sole Proprietor Defined Benefit Pension Plan pulled back noticeably - down 10.2% during 2022, from $3M to $3M. Reported net income was -$301K.
How have IRA Hermann, Sole Proprietor plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), IRA Hermann, Sole Proprietor's sponsor-wide assets grew 17.9%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to IRA Hermann, Sole Proprietor Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Peterson Spring Corporation Consolidated UAW Retirement Income Plan in MI ($3M, 55 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IRA Hermann, Sole Proprietor Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants, $7M 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 330086372.

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.