401(k) · DOL Form 5500 · 2022

Herbert, Rowland & Grubic, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
266
Participants Below avg headcount
85th
Percentile by assets National rank
$133,999
Avg per participant Near avg balance/head
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Official DOL plan name: Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan · Sponsored by Herbert, Rowland & Grubic, Inc. · Pennsylvania · Professional & Technical Services

$36M in assets, 266 participants

Herbert, Rowland & Grubic, Inc.'s Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan reported $36M in total assets and 266 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,451 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan covers 266 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~822 per filing). Assets: $36M.

#18,451
in Professional & Technical Services (21,562 peers)
-11.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan's outsized position by total assets

Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan vs every filed plan by assets

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

$35,643,704 Top 15% higher than 85% 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

Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings 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. Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan sits mid-pack in the medium band (266 participants).

Plan-year Form 5500 strip

Filing strip 231609730 · Herbert, Rowland & Grubic, Inc. PY 2022 · 401(k)

Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan · $36M · 266 · 85th

  • NET $36M
  • BOOK 266
  • VS-ST 85th
  • BOY 401(k)
  • SCH near Mai Wealth Management Employee 401(k) Savings Plan
  • EBSA ind #18451

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 Pennsylvania →

Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan in the asset neighbourhood

Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings PlanHerbert, Rowland & Grubic, I…$36MMai Wealth Management Employee 401(k) Savings PlanMai Wealth Management Employ…$36MGoldsboro Milling Company 401(k) Profit Sharing Plan & TrustGoldsboro Milling Company 40…$36MFinance Factors 401(k)$36MTcmi, Inc. 401(k) Profit Sharing PlanTcmi, Inc. 401(k) Profit Sha…$36M
End-of-year total assets ($M) among Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$36M
Net Income-$5M
Employer EIN231609730
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herbert, Rowland & Grubic, Inc.)

Sponsor-wide plan assets over time

All Herbert, Rowland & Grubic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$107M 57.13465941455318% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $68.4M $107M ▲ +57.1%
Year Plans Participants Total Assets
2022 2 530 $68M
2023 2 620 $88M
2024 2 675 $107M

Nearby 401(k) Plans in Pennsylvania

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

Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan, Total assets ($B): 0.035643704 · Participants: 266Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan side-by-side with 3 peers →

Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mai Wealth Management Employee 401(k) Savings Plan in OH ($36M); by covered participants it is Pioneer Circuits, Inc. Profit Sharing and 401(k) Plan in CA (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan assets move in 2022? ▼
Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan pulled back noticeably - down 11.9% during 2022, from $40M to $36M. Reported net income was -$5M.
How have Herbert, Rowland & Grubic, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herbert, Rowland & Grubic, Inc.'s sponsor-wide assets grew 57.1%, from $68M to $107M.
Where does Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mai Wealth Management Employee 401(k) Savings Plan in OH ($36M, 285 participants).
Which 401(k) plans cover a similar participant headcount to Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Circuits, Inc. Profit Sharing and 401(k) Plan in CA (266 participants, $3M 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 231609730.

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.