401(k) · DOL Form 5500 · 2022

Hereford Insurance Company 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
229
Participants Below avg headcount
67th
Percentile by assets National rank
$47,540
Avg per participant Low balance/head
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Official DOL plan name: Hereford Insurance Company 401(k) Profit Sharing Plan and Trust · Sponsored by Hereford Insurance Company · New York · Finance & Insurance

$11M in assets, 229 participants

Hereford Insurance Company's Hereford Insurance Company 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 229 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,643 in Finance & Insurance (9,261 peers)

Coverage in New York

Hereford Insurance Company 401(k) Profit Sharing Plan and Trust covers 229 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $11M.

#4,643
in Finance & Insurance (9,261 peers)
-12.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hereford Insurance Company 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Hereford Insurance Company 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$10,886,559 Top 33% higher than 67% 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

Hereford Insurance Company 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hereford Insurance Company 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (229 participants).

DOL schedule card

Filing strip 112774650 · Hereford Insurance Company PY 2022 · 401(k)

Hereford Insurance Company 401(k) Profit Sharing Plan and Trust · $11M · 229 · 67th

  • BOY $11M
  • SCH 229
  • EBSA 67th
  • PART 401(k)
  • TYPE near White House Custom Colour, Inc. 401(k) Plan
  • NET ind #4643

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 New York →

Hereford Insurance Company 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Hereford Insurance Company 401(k) Profit Sharing Plan and TrustHereford Insurance Company 4…$11MWhite House Custom Colour, Inc. 401(k) PlanWhite House Custom Colour, I…$11MRetirement Plan of the Nonunion Employees of the PebtfRetirement Plan of the Nonun…$11MMcgregor Metalworking Companies 401(k) Profit Sharing PlanMcgregor Metalworking Compan…$11MA & a Global Industries, LLC 401(k) Profit Sharing PlanA & a Global Industries, LLC…$11M
End-of-year total assets ($M) among Hereford Insurance Company 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN112774650
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hereford Insurance Company)

Sponsor-wide plan assets over time

All Hereford Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$16M 43.610869146072694% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.9M $15.6M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 229 $11M
2023 1 234 $13M
2024 1 234 $16M

Nearby 401(k) Plans in New York

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

Hereford Insurance Company 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Hereford Insurance Company 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.010886559 · Participants: 229Hereford Insurance Company 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Hereford Insurance Company 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hereford Insurance Company 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Hereford Insurance Company 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is White House Custom Colour, Inc. 401(k) Plan in MN ($11M); by covered participants it is Eastern Bag & Paper Company, Inc. 401(k) Plan in CT (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Hereford Insurance Company 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Hereford Insurance Company 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 12.8% during 2022, from $12M to $11M. Reported net income was -$2M.
How have Hereford Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hereford Insurance Company's sponsor-wide assets grew 43.6%, from $11M to $16M.
Which 401(k) plans are similar in size to Hereford Insurance Company 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is White House Custom Colour, Inc. 401(k) Plan in MN ($11M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Hereford Insurance Company 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Eastern Bag & Paper Company, Inc. 401(k) Plan in CT (229 participants, N/A 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 112774650.

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.