Money Purchase · DOL Form 5500 · 2022

Herskovitz & Wynn PC Money Purchase Plan

Data updated 2026-08-25

$773K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$386,526
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Herskovitz & Wynn Profit Sharing Plan · Sponsored by Herskovitz & Wynn PC · Pennsylvania · Professional & Technical Services

$773K in assets, 2 participants

Herskovitz & Wynn PC's Herskovitz & Wynn Profit Sharing Plan reported $773K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #4,001 in Professional & Technical Services (21,562 peers)

Herskovitz & Wynn PC multi-year trail

Herskovitz & Wynn PC's plans moved +14.7% in assets from 2022 to 2024; this filing shows Herskovitz & Wynn Profit Sharing Plan at $773K / 2 participants.

#4,001
in Professional & Technical Services (21,562 peers)
-14.0%
assets change YoY

The plan reported a net loss of $125K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Herskovitz & Wynn Profit Sharing Plan among the smaller filed plans by assets

Herskovitz & Wynn Profit Sharing Plan vs every filed plan by assets

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

$773,052 22nd percentile higher than 22% 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

Herskovitz & Wynn Profit Sharing 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. Herskovitz & Wynn Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 251348698 · Herskovitz & Wynn PC PY 2022 · Money Purchase

Herskovitz & Wynn Profit Sharing Plan · $773K · 2 · 22nd

  • EOY $773K
  • 5500 2
  • ASSETS 22nd
  • PCT Money Purchase
  • EIN near Joseph Tseng Self-Employed Money Purchase Fidelity Plan
  • RANK ind #4001

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 →

Herskovitz & Wynn Profit Sharing Plan in the asset neighbourhood

Surendra S. Chawla Profit Sharing PlanSurendra S. Chawla Profit Sh…$776KHerskovitz & Wynn Profit Sharing PlanHerskovitz & Wynn Profit Sha…$773KJoseph Tseng Self-Employed Money Purchase Fidelity PlanJoseph Tseng Self-Employed M…$774KRexach & Pico, C.S.P. Retirement PlanRexach & Pico, C.S.P. Retire…$774KLewis Enterprises Inc. Money Purchase Pension Plan and TrustLewis Enterprises Inc. Money…$772K
End-of-year total assets ($M) among Herskovitz & Wynn Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Herskovitz & Wynn PC multi-year asset trail

Sponsor-wide plan assets over time

All Herskovitz & Wynn PC plans reported in each filing year

Latest sponsor-wide plan assets
$887K 14.699399264215085% vs 2022
2024 filing year
$0.75M$0.8M$0.85M$0.9M$0.95M 202220232024 $0.77M $0.89M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 2 $773K
2023 1 2 $819K
2024 1 2 $887K

Herskovitz & Wynn PC filing trail (2022)

Total Assets (Beginning of Year)$899K
Net Assets (End of Year)$773K
Net Income-$125K
Employer EIN251348698
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Herskovitz & Wynn Profit Sharing Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50005001000 Total assets ($M) Participants Herskovitz & Wynn Profit Sharing Plan, Total assets ($M): 0.773052 · Participants: 2Herskovitz & Wynn Profit Sharing PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey School Money Purchase Pension PlanDentons Cohen & Grigsby P.C. Pension Plan, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grigsby P.C. Pension Plan
Herskovitz & Wynn Profit Sharing Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Herskovitz & Wynn Profit Sharing Plan side-by-side with 3 peers →

Herskovitz & Wynn Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Joseph Tseng Self-Employed Money Purchase Fidelity Plan in MI ($774K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Herskovitz & Wynn Profit Sharing Plan assets move in 2022? ▼
Herskovitz & Wynn Profit Sharing Plan pulled back noticeably - down 14.0% during 2022, from $899K to $773K. Reported net income was -$125K.
How have Herskovitz & Wynn PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herskovitz & Wynn PC's sponsor-wide assets grew 14.7%, from $773K to $887K.
Where does Herskovitz & Wynn Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Herskovitz & Wynn Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Herskovitz & Wynn Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Joseph Tseng Self-Employed Money Purchase Fidelity Plan in MI ($774K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Herskovitz & Wynn Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M 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 251348698.

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.