Profit Sharing · DOL Form 5500 · 2022

Aci-Herzog, a Joint Venture Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
110
Participants Small participant base
25th
Percentile by assets National rank
$9,260
Avg per participant Low balance/head
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Official DOL plan name: Aci-Herzog 401(k)-Non-Union Employees Plan · Sponsored by Aci-Herzog, a Joint Venture · Massachusetts · Transportation & Warehousing

$1M in assets, 110 participants

Aci-Herzog, a Joint Venture's Aci-Herzog 401(k)-Non-Union Employees Plan reported $1M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #957 in Transportation & Warehousing (3,876 peers)

Coverage in Massachusetts

Aci-Herzog 401(k)-Non-Union Employees Plan covers 110 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $1M.

#957
in Transportation & Warehousing (3,876 peers)
-19.4%
assets change YoY

The plan reported a net loss of $246K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aci-Herzog 401(k)-Non-Union Employees Plan among the smaller filed plans by assets

Aci-Herzog 401(k)-Non-Union Employees Plan vs every filed plan by assets

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

$1,018,566 25th percentile higher than 25% 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

Aci-Herzog 401(k)-Non-Union Employees Plan 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. Aci-Herzog 401(k)-Non-Union Employees Plan sits mid-pack in the medium band (110 participants).

Form 5500 schedule snapshot

Filing strip 473581810 · Aci-Herzog, a Joint Venture PY 2022 · Profit Sharing

Aci-Herzog 401(k)-Non-Union Employees Plan · $1M · 110 · 25th

  • EBSA $1M
  • PART 110
  • TYPE 25th
  • NET Profit Sharing
  • BOOK near Jose a. Tulla Vargas Retirement Plan
  • VS-ST ind #957

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 Transportation & Warehousing retirement plans → · Plans in Massachusetts →

Aci-Herzog 401(k)-Non-Union Employees Plan in the asset neighbourhood

Aci-Herzog 401(k)-Non-Union Employees PlanAci-Herzog 401(k)-Non-Union …$1MJose a. Tulla Vargas Retirement PlanJose a. Tulla Vargas Retirem…$1MLilioza Gzyl, M.D. Basic Profit Sharing PlanLilioza Gzyl, M.D. Basic Pro…$1MDouglas Discount Pharmacy,Inc. Profit Sharing PlanDouglas Discount Pharmacy,In…$1MEdwin K. Hetzer Profit Sharing PlanEdwin K. Hetzer Profit Shari…$1M
End-of-year total assets ($M) among Aci-Herzog 401(k)-Non-Union Employees Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$246K
Employer EIN473581810
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aci-Herzog, a Joint Venture)

Sponsor-wide plan assets over time

All Aci-Herzog, a Joint Venture plans reported in each filing year

Latest sponsor-wide plan assets
$2M 139.47863957760222% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $1.02M $2.44M ▲ +139.2%
Year Plans Participants Total Assets
2022 1 110 $1M
2023 1 109 $2M
2024 1 97 $2M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Aci-Herzog 401(k)-Non-Union Employees Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Aci-Herzog 401(k)-Non-Union Employees Plan, Total assets ($B): 0.001018566 · Participants: 110Aci-Herzog 401(k)-Non-Union Employees PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Aci-Herzog 401(k)-Non-Union Employees Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Aci-Herzog 401(k)-Non-Union Employees Plan side-by-side with 3 peers →

Aci-Herzog 401(k)-Non-Union Employees Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Jose a. Tulla Vargas Retirement Plan in PR ($1M); by covered participants it is Mc-21 LLC Retirement Plan in PR (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Aci-Herzog 401(k)-Non-Union Employees Plan assets move in 2022? ▼
Aci-Herzog 401(k)-Non-Union Employees Plan declined sharply - down 19.4% during 2022, from $1M to $1M. Reported net income was -$246K.
How have Aci-Herzog, a Joint Venture plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aci-Herzog, a Joint Venture's sponsor-wide assets grew 139.5%, from $1M to $2M.
Where does Aci-Herzog 401(k)-Non-Union Employees Plan rank by assets among Form 5500 filers? ▼
Aci-Herzog 401(k)-Non-Union Employees Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Aci-Herzog 401(k)-Non-Union Employees Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jose a. Tulla Vargas Retirement Plan in PR ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Aci-Herzog 401(k)-Non-Union Employees Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mc-21 LLC Retirement Plan in PR (110 participants, $4M 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 473581810.

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.