Defined Benefit (Pension) · DOL Form 5500 · 2022

Eric Herman Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
5
Participants Small participant base
47th
Percentile by assets National rank
$824,501
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Eric Herman Prototype Defined Contribution Keogh Hr10 Plan · Sponsored by Eric Herman · New Jersey · Healthcare & Social Assistance

$4M in assets, 5 participants

Eric Herman's Eric Herman Prototype Defined Contribution Keogh Hr10 Plan reported $4M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #10,383 in Healthcare & Social Assistance (20,060 peers)

Eric Herman multi-year trail

Eric Herman's plans moved +21.8% in assets from 2022 to 2024; this filing shows Eric Herman Prototype Defined Contribution Keogh Hr10 Plan at $4M / 5 participants.

#10,383
in Healthcare & Social Assistance (20,060 peers)
-13.6%
assets change YoY

The plan reported a net loss of $651K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan vs every filed plan by assets

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

$4,122,504 47th percentile higher than 47% 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

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eric Herman Prototype Defined Contribution Keogh Hr10 Plan is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 133027390 · Eric Herman PY 2022 · Defined Benefit (Pension)

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan · $4M · 5 · 47th

  • SCH $4M
  • EBSA 5
  • PART 47th
  • TYPE Defined Benefit (Pension)
  • NET near United Producers, Inc. Amended Employees' Pension Plan
  • BOOK ind #10383

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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan in the asset neighbourhood

United Producers, Inc. Amended Employees' Pension PlanUnited Producers, Inc. Amend…$4MMinnkota Power Cooperative, Inc Employees Pension Plan - Plan aMinnkota Power Cooperative, …$4MPfeiffer Foods Hourly Employees Pension PlanPfeiffer Foods Hourly Employ…$4MSave on Sp Cash Balance Plan$4MEric Herman Prototype Defined Contribution Keogh Hr10 PlanEric Herman Prototype Define…$4M
End-of-year total assets ($M) among Eric Herman Prototype Defined Contribution Keogh Hr10 Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Eric Herman multi-year asset trail

Sponsor-wide plan assets over time

All Eric Herman plans reported in each filing year

Latest sponsor-wide plan assets
$5M 21.800463989846946% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.12M $5.02M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 5 $5M
2024 1 5 $5M

Eric Herman filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$651K
Employer EIN133027390
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Eric Herman Prototype Defined Contribution Keogh Hr10 Plan, Total assets ($B): 0.004122504 · Participants: 5Eric Herman Prototype Defined Contribution Keogh Hr10 PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
Eric Herman Prototype Defined Contribution Keogh Hr10 Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Eric Herman Prototype Defined Contribution Keogh Hr10 Plan side-by-side with 3 peers →

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is United Producers, Inc. Amended Employees' Pension Plan in OH ($4M); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Eric Herman Prototype Defined Contribution Keogh Hr10 Plan assets move in 2022? ▼
Eric Herman Prototype Defined Contribution Keogh Hr10 Plan pulled back noticeably - down 13.6% during 2022, from $5M to $4M. Reported net income was -$651K.
How have Eric Herman plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eric Herman's sponsor-wide assets grew 21.8%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Eric Herman Prototype Defined Contribution Keogh Hr10 Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is United Producers, Inc. Amended Employees' Pension Plan in OH ($4M, 35 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Eric Herman Prototype Defined Contribution Keogh Hr10 Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vjlp LLC Defined Benefit Plan in GA (5 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 133027390.

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.