401(k) · DOL Form 5500 · 2022

Hertz Investment Group, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
227
Participants Below avg headcount
72nd
Percentile by assets National rank
$62,575
Avg per participant Low balance/head
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Official DOL plan name: Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T · Sponsored by Hertz Investment Group, Inc. · California · Real Estate

$14M in assets, 227 participants

Hertz Investment Group, Inc.'s Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T reported $14M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,312 in Real Estate (5,057 peers)

Coverage in California

Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T covers 227 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $14M.

#4,312
in Real Estate (5,057 peers)
-15.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T's outsized position by total assets

Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T vs every filed plan by assets

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

$14,204,589 Top 28% higher than 72% 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

Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T 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. Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T sits mid-pack in the medium band (227 participants).

Plan-year Form 5500 strip

Filing strip 954627972 · Hertz Investment Group, Inc. PY 2022 · 401(k)

Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T · $14M · 227 · 72nd

  • IND $14M
  • EOY 227
  • 5500 72nd
  • ASSETS 401(k)
  • PCT near Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan
  • EIN ind #4312

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 Real Estate retirement plans → · Plans in California →

Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T in the asset neighbourhood

Qatar Airways 401(k) Plan$14MJedco, Inc. 401(k)/Profit Sharing PlanJedco, Inc. 401(k)/Profit Sh…$14MHertz Investment Group, Inc. 401(k) Profit Sharing Plan and THertz Investment Group, Inc.…$14MWilliams Bros. Healthcare Pharmacy, Inc. 401(k) PlanWilliams Bros. Healthcare Ph…$14MMetropolitan Foods Inc 401(k) Profit Sharing Plan and TrustMetropolitan Foods Inc 401(k…$14M
End-of-year total assets ($M) among Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN954627972
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hertz Investment Group, Inc.)

Sponsor-wide plan assets over time

All Hertz Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 1.862616369963256% vs 2022
2024 filing year
$13.5M$14M$14.5M$15M$15.5M 202220232024 $14.2M $13.9M ▼ -1.8%
Year Plans Participants Total Assets
2022 1 227 $14M
2023 1 212 $15M
2024 1 176 $14M

Nearby 401(k) Plans in California

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

Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T, Total assets ($B): 0.014204589 · Participants: 227Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and TWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T vs. nearby 401(k) plans in California, assets vs. participants
Compare Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T side-by-side with 3 peers →

Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan in IN ($14M); by covered participants it is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T assets move in 2022? ▼
Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T declined sharply - down 15.7% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Hertz Investment Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hertz Investment Group, Inc.'s sponsor-wide assets declined 1.9%, from $14M to $14M.
Which 401(k) plans are similar in size to Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T? ▼
Among 401(k) plans in other states, the closest by assets is Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan in IN ($14M, 505 participants).
Which 401(k) plans cover a similar participant headcount to Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T? ▼
Among 401(k) plans in other states, the closest by covered participants is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants, $28M 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 954627972.

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.