Money Purchase · DOL Form 5500 · 2022

Herskovitz & Wynn PC Money Purchase Plan

Data updated 2026-08-11

$773K
Total assets
2
Participants
22nd
Percentile by assets
$386,526
Avg per participant
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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.

  • 22nd percentile by assets (of 139,126 plans)
  • #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.

$773K
total plan assets (2022 EOY)
2
covered participants
22nd
percentile by assets (of 139,126 plans)
$386,526
avg assets per participant

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.

Where Herskovitz & Wynn Profit Sharing Plan sits by total 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 $2,010,000,000 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

State
Pennsylvania
Industry
Professional & Technical Services

Herskovitz & Wynn PC across 3 plan years on file

Across the 3 plan years Herskovitz & Wynn PC has on file (2022-2024), sponsor-wide plan assets have moved from $773K to $887K, a gain of 14.7%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($887K); trough: 2022 ($773K).

Herskovitz & Wynn PC multi-year asset trail

$0.75M$0.8M$0.85M$0.9M$0.95M 202220232024 $0.77M $0.89M ▲ +15.6%
Total plan assets by year, all Herskovitz & Wynn PC plans on file
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 ($M) Participants Herskovitz & Wynn Pr…, Total assets ($M): 0.773052 · Participants: 2Herskovitz & Wynn Pr…Central Pennsylvania…, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania…Duane Morris Retirem…, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirem…IBEW Local Union 375…, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375…Milton Hershey Schoo…, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey Schoo…Dentons Cohen & Grig…, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grig…
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 →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Herskovitz & Wynn Profit Sharing Plan by total assets, not by location.

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).

Next read for Herskovitz & Wynn Profit Sharing Plan

Multi-year trail

Ways to act on Herskovitz & Wynn Profit Sharing Plan's numbers.

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.