401(k) · DOL Form 5500 · 2022

Herzing University, Ltd 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
1,269
Participants Near avg headcount
87th
Percentile by assets National rank
$34,418
Avg per participant Low balance/head
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Official DOL plan name: Herzing University, Ltd. Savings Plan · Sponsored by Herzing University, Ltd · Wisconsin · Educational Services

$44M in assets, 1,269 participants

Herzing University, Ltd's Herzing University, Ltd. Savings Plan reported $44M in total assets and 1,269 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,045 in Educational Services (4,024 peers)

Coverage in Wisconsin

Herzing University, Ltd. Savings Plan covers 1,269 participants in Wisconsin, 2.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $44M.

#3,045
in Educational Services (4,024 peers)
-9.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Herzing University, Ltd. Savings Plan's outsized position by total assets

Herzing University, Ltd. Savings Plan vs every filed plan by assets

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

$43,677,011 Top 13% higher than 87% 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

Herzing University, Ltd. Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herzing University, Ltd. Savings Plan lands in the large band (1,269 participants).

Published 5500 schedule card

Filing strip 271503981 · Herzing University, Ltd PY 2022 · 401(k)

Herzing University, Ltd. Savings Plan · $44M · 1,269 · 87th

  • BOY $44M
  • SCH 1,269
  • EBSA 87th
  • PART 401(k)
  • TYPE near Bwbr Architects, Inc. Profit Sharing and 401(k) Plan
  • NET ind #3045

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 Educational Services retirement plans → · Plans in Wisconsin →

Herzing University, Ltd. Savings Plan in the asset neighbourhood

Local Union No. 4, IBEW Pension PlanLocal Union No. 4, IBEW Pens…$44MHerzing University, Ltd. Savings PlanHerzing University, Ltd. Sav…$44MSimmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & TrustSimmons Perrine Moyer Bergma…$44MHomewood Disposal Service, Inc. 401(k) Profit Sharing PlanHomewood Disposal Service, I…$44MBwbr Architects, Inc. Profit Sharing and 401(k) PlanBwbr Architects, Inc. Profit…$44M
End-of-year total assets ($M) among Herzing University, Ltd. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$44M
Net Income-$4M
Employer EIN271503981
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herzing University, Ltd)

Sponsor-wide plan assets over time

All Herzing University, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$62M 41.806553566589066% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.7M $61.9M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 1,269 $44M
2023 1 1,420 $54M
2024 1 1,463 $62M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Herzing University, Ltd. Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Herzing University, Ltd. Savings Plan, Total assets ($B): 0.043677011 · Participants: 1269Herzing University, Ltd. Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Herzing University, Ltd. Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Herzing University, Ltd. Savings Plan side-by-side with 3 peers →

Herzing University, Ltd. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Bwbr Architects, Inc. Profit Sharing and 401(k) Plan in MN ($44M); by covered participants it is Anderson Trucking Service, Inc. Profit Sharing and 401(k) Plan in MN (1,269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,269 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.

Frequently Asked Questions

How did Herzing University, Ltd. Savings Plan assets move in 2022? ▼
Herzing University, Ltd. Savings Plan pulled back noticeably - down 9.1% during 2022, from $48M to $44M. Reported net income was -$4M.
How have Herzing University, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herzing University, Ltd's sponsor-wide assets grew 41.8%, from $44M to $62M.
Where does Herzing University, Ltd. Savings Plan rank by assets among Form 5500 filers? ▼
Herzing University, Ltd. Savings Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Herzing University, Ltd. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bwbr Architects, Inc. Profit Sharing and 401(k) Plan in MN ($44M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Herzing University, Ltd. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anderson Trucking Service, Inc. Profit Sharing and 401(k) Plan in MN (1,269 participants, $74M 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 271503981.

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.