401(k) · DOL Form 5500 · 2022
Herrick & Company 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $368,261
- Avg per participant High balance/head
Official DOL plan name: Herrick 401(k) · Sponsored by Herrick & Company · Texas · Real Estate
$1M in assets, 3 participants
Herrick & Company's Herrick 401(k) reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.
- #2,168 in Real Estate (5,057 peers)
2022 asset change
Herrick 401(k) pulled back noticeably 11.3% in 2022 ($1M → $1M) for 3 participants.
- #2,168
- in Real Estate (5,057 peers)
- -11.3%
- assets change YoY
The plan reported a net loss of $140K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Herrick 401(k) among the smaller filed plans by assets
Herrick 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,104,782 26th percentile higher than 26% 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
Herrick 401(k) among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herrick 401(k) is a micro filing (3 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 133381593 · Herrick & Company PY 2022 · 401(k)
Herrick 401(k) · $1M · 3 · 26th
- PART $1M
- TYPE 3
- NET 26th
- BOOK 401(k)
- VS-ST near Thomas W. Daniels & Co., P.C. 401(k) Plan
- BOY ind #2168
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 Real Estate retirement plans → · Plans in Texas →
Herrick 401(k) in the asset neighbourhood
Herrick & Company years around the 2022 move
Sponsor-wide plan assets over time
All Herrick & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 3.5108283806216973% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $1M |
| 2023 | 1 | 3 | $935K |
| 2024 | 1 | 4 | $1M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$140K |
| Employer EIN | 133381593 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Herrick 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Thomas W. Daniels & Co., P.C. 401(k) Plan in IN ($1M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 (3 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.