401(k) · DOL Form 5500 · 2022
Hertz Associates Ltd. 401(k) Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 167
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $289,710
- Avg per participant High balance/head
Official DOL plan name: Hertz Associates Ltd. Profit Sharing Plan · Sponsored by Hertz Associates Ltd. · Iowa · Agriculture, Forestry & Fishing
$48M in assets, 167 participants
Hertz Associates Ltd.'s Hertz Associates Ltd. Profit Sharing Plan reported $48M in total assets and 167 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #1,413 in Agriculture, Forestry & Fishing (1,523 peers)
Coverage in Iowa
Hertz Associates Ltd. Profit Sharing Plan covers 167 participants in Iowa, about 27% of the average Iowa filer (state average ~609 per filing). Assets: $48M.
- #1,413
- in Agriculture, Forestry & Fishing (1,523 peers)
- -18.1%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hertz Associates Ltd. Profit Sharing Plan's outsized position by total assets
Hertz Associates Ltd. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$48,381,567 Top 12% higher than 88% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Hertz Associates Ltd. Profit Sharing 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. Hertz Associates Ltd. Profit Sharing Plan sits mid-pack in the medium band (167 participants).
Published 5500 schedule card
Filing strip 420867198 · Hertz Associates Ltd. PY 2022 · 401(k)
Hertz Associates Ltd. Profit Sharing Plan · $48M · 167 · 88th
- PCT $48M
- EIN 167
- RANK 88th
- PHOTO 401(k)
- IND near USA Compression 401(k) Plan
- EOY ind #1413
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →
Hertz Associates Ltd. Profit Sharing Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | -$11M |
| Employer EIN | 420867198 |
| Plan Effective Date | 1966-02-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hertz Associates Ltd.)
Sponsor-wide plan assets over time
All Hertz Associates Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 29.001038763378624% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 167 | $48M |
| 2023 | 1 | 169 | $58M |
| 2024 | 1 | 177 | $62M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Hertz Associates Ltd. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is USA Compression 401(k) Plan in TX ($48M); by covered participants it is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
Similar participant headcount
Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.
- 1st Constitution Bank 401(k) Retirement Savings Plan (NJ) 167 · 0 off
- Bentex Group, Inc. 401(k) Savings Plan (NY) 167 · 0 off
- Tantus Technologies 401(k) Plan (VA) 167 · 0 off
- Flinn Scientific, Inc. 401(k) Plan (IL) 167 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.