401(k) · DOL Form 5500 · 2022

Herdt Consulting, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
71
Participants Small participant base
50th
Percentile by assets National rank
$66,990
Avg per participant Below avg balance/head
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Official DOL plan name: Herdt Consulting, Inc. 401(k) Profit Sharing Plan · Sponsored by Herdt Consulting, Inc. · Alabama · Professional & Technical Services

$5M in assets, 71 participants

Herdt Consulting, Inc.'s Herdt Consulting, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #10,209 in Professional & Technical Services (21,562 peers)

Herdt Consulting, Inc. multi-year trail

Herdt Consulting, Inc.'s plans moved +23.5% in assets from 2022 to 2024; this filing shows Herdt Consulting, Inc. 401(k) Profit Sharing Plan at $5M / 71 participants.

#10,209
in Professional & Technical Services (21,562 peers)
-6.3%
assets change YoY

The plan reported a net loss of $317K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Herdt Consulting, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Herdt Consulting, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,756,280 Top 50% higher than 50% 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

Herdt Consulting, 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. Herdt Consulting, Inc. 401(k) Profit Sharing Plan is a small filing (71 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 043694474 · Herdt Consulting, Inc. PY 2022 · 401(k)

Herdt Consulting, Inc. 401(k) Profit Sharing Plan · $5M · 71 · 50th

  • EOY $5M
  • EOY 71
  • EOY 50th
  • EOY 401(k)
  • EOY near Allen Communication Learning Services, Inc. 401(k) Plan
  • EOY ind #10209

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Herdt Consulting, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Herdt Consulting, Inc. 401(k) Profit Sharing PlanHerdt Consulting, Inc. 401(k…$5MAllen Communication Learning Services, Inc. 401(k) PlanAllen Communication Learning…$5MHealth Care Capital Cons Inc 401(k) Profit Sharing Plan & TrustHealth Care Capital Cons Inc…$5MImmatics US Inc 401(k) Profit Sharing Plan and TrustImmatics US Inc 401(k) Profi…$5MEmployee Benefit Plan of Coordinated Family CareEmployee Benefit Plan of Coo…$5M
End-of-year total assets ($M) among Herdt Consulting, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Herdt Consulting, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Herdt Consulting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.462748198171678% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.76M $5.87M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 71 $5M
2023 1 64 $5M
2024 1 60 $6M

Herdt Consulting, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$317K
Employer EIN043694474
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Herdt Consulting, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Herdt Consulting, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00475628 · Participants: 71Herdt Consulting, Inc. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Herdt Consulting, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Herdt Consulting, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Allen Communication Learning Services, Inc. 401(k) Plan in UT ($5M); by covered participants it is Human Resource Training, Inc. 401(k) Profit Sharing Plan in AZ (71 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 Herdt Consulting, Inc. 401(k) Profit Sharing Plan assets move in 2022?
Herdt Consulting, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 6.3% during 2022, from $5M to $5M. Reported net income was -$317K.
How have Herdt Consulting, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Herdt Consulting, Inc.'s sponsor-wide assets grew 23.5%, from $5M to $6M.
Which 401(k) plans are similar in size to Herdt Consulting, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Allen Communication Learning Services, Inc. 401(k) Plan in UT ($5M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Herdt Consulting, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Human Resource Training, Inc. 401(k) Profit Sharing Plan in AZ (71 participants, N/A in assets).