401(k) · DOL Form 5500 · 2022

Hertrich Family of Automobile Dealers 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
686
Participants Below avg headcount
82nd
Percentile by assets National rank
$41,974
Avg per participant Low balance/head
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Official DOL plan name: Hertrich Family of Automobile Dealers 401 (K) Plan · Sponsored by Hertrich Family of Automobile Dealers · Delaware · Retail Trade

$29M in assets, 686 participants

Hertrich Family of Automobile Dealers's Hertrich Family of Automobile Dealers 401 (K) Plan reported $29M in total assets and 686 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #8,577 in Retail Trade (9,519 peers)

Where Hertrich Family of Automobile Dealers 401 (K) Plan sits by assets

Hertrich Family of Automobile Dealers 401 (K) Plan sits in the top quartile of all filed plans by assets, $29M for 686 participants (~$41,974/participant), down 7.3% in 2022.

#8,577
in Retail Trade (9,519 peers)
-7.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hertrich Family of Automobile Dealers 401 (K) Plan's outsized position by total assets

Hertrich Family of Automobile Dealers 401 (K) Plan vs every filed plan by assets

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

$28,793,839 Top 18% higher than 82% 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

Hertrich Family of Automobile Dealers 401 (K) 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. Hertrich Family of Automobile Dealers 401 (K) Plan sits mid-pack in the medium band (686 participants).

EBSA filing schedule strip

Filing strip 510302019 · Hertrich Family of Automobile Dealers PY 2022 · 401(k)

Hertrich Family of Automobile Dealers 401 (K) Plan · $29M · 686 · 82nd

  • VS-ST $29M
  • BOY 686
  • SCH 82nd
  • EBSA 401(k)
  • PART near Sttc 401(k) Retirement Savings Plan
  • TYPE ind #8577

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 Retail Trade retirement plans → · Plans in Delaware →

Hertrich Family of Automobile Dealers 401 (K) Plan in the asset neighbourhood

Rms 401(k) Plan & Trust$29MHertrich Family of Automobile Dealers 401 (K) PlanHertrich Family of Automobil…$29MSttc 401(k) Retirement Savings PlanSttc 401(k) Retirement Savin…$29MBigcommerce 401(k) Plan$29MBigcommerce 401(k) Plan$29M
End-of-year total assets ($M) among Hertrich Family of Automobile Dealers 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$29M
Net Income-$2M
Employer EIN510302019
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hertrich Family of Automobile Dealers)

Sponsor-wide plan assets over time

All Hertrich Family of Automobile Dealers plans reported in each filing year

Latest sponsor-wide plan assets
$42M 45.03554388839918% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.8M $41.8M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 686 $29M
2023 1 791 $37M
2024 1 902 $42M

Nearby 401(k) Plans in Delaware

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

Hertrich Family of Automobile Dealers 401 (K) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. 050001000015000 -202468 Total assets ($B) Participants Hertrich Family of Automobile Dealers 401 (K) Plan, Total assets ($B): 0.028793839 · Participants: 686Hertrich Family of Automobile Dealers 401 (K) PlanRetirement Savings Plan, Total assets ($B): 6.556844337 · Participants: 9866Retirement Savings PlanAstrazeneca Savings and Security Plan, Total assets ($B): 6.080434696 · Participants: 13301Astrazeneca Savings and Security PlanDupont Retirement Savings Plan, Total assets ($B): 2.963536374 · Participants: 11033Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.437172534 · Participants: 7952Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.201689819 · Participants: 1887Ashland Employee Savings Plan
Hertrich Family of Automobile Dealers 401 (K) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants

Hertrich Family of Automobile Dealers 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Sttc 401(k) Retirement Savings Plan in PA ($29M); by covered participants it is D'amico Holding Company 401(k) Plan in MN (686 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (686 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 Hertrich Family of Automobile Dealers 401 (K) Plan assets move in 2022?
Hertrich Family of Automobile Dealers 401 (K) Plan pulled back noticeably - down 7.3% during 2022, from $31M to $29M. Reported net income was -$2M.
How have Hertrich Family of Automobile Dealers plan assets changed over time?
Across 3 plan years on file (2022-2024), Hertrich Family of Automobile Dealers's sponsor-wide assets grew 45.0%, from $29M to $42M.
Where does Hertrich Family of Automobile Dealers 401 (K) Plan rank by assets among Form 5500 filers?
Hertrich Family of Automobile Dealers 401 (K) Plan ranks in the 82nd 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 Hertrich Family of Automobile Dealers 401 (K) Plan?
Among 401(k) plans in other states, the closest by assets is Sttc 401(k) Retirement Savings Plan in PA ($29M, 688 participants).
Which 401(k) plans cover a similar participant headcount to Hertrich Family of Automobile Dealers 401 (K) Plan?
Among 401(k) plans in other states, the closest by covered participants is D'amico Holding Company 401(k) Plan in MN (686 participants, $5M in assets).