401(k) · DOL Form 5500 · 2022

Herzog Transit Services, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
211
Participants Below avg headcount
58th
Percentile by assets National rank
$33,726
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Herzog Transit Services, Inc. 401(k) Plan - Union · Sponsored by Herzog Transit Services, Inc. · Texas · Transportation & Warehousing

$7M in assets, 211 participants

Herzog Transit Services, Inc.'s Herzog Transit Services, Inc. 401(k) Plan - Union reported $7M in total assets and 211 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #2,342 in Transportation & Warehousing (3,876 peers)

Coverage in Texas

Herzog Transit Services, Inc. 401(k) Plan - Union covers 211 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#2,342
in Transportation & Warehousing (3,876 peers)
+5.1%
assets growth YoY

The plan reported a net loss of $303K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Herzog Transit Services, Inc. 401(k) Plan - Union's mid-pack asset rank among Transportation & Warehousing and all filers

Herzog Transit Services, Inc. 401(k) Plan - Union vs every filed plan by assets

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

$7,116,177 Top 42% higher than 58% 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

Herzog Transit Services, Inc. 401(k) Plan - Union 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. Herzog Transit Services, Inc. 401(k) Plan - Union sits mid-pack in the medium band (211 participants).

Form 5500 schedule snapshot

Filing strip 431649412 · Herzog Transit Services, Inc. PY 2022 · 401(k)

Herzog Transit Services, Inc. 401(k) Plan - Union · $7M · 211 · 58th

  • ASSETS $7M
  • PCT 211
  • EIN 58th
  • RANK 401(k)
  • PHOTO near Three Rivers Technologies 401(k) Retirement Plan
  • IND ind #2342

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Herzog Transit Services, Inc. 401(k) Plan - Union in the asset neighbourhood

Herzog Transit Services, Inc. 401(k) Plan - UnionHerzog Transit Services, Inc…$7MThree Rivers Technologies 401(k) Retirement PlanThree Rivers Technologies 40…$7MClark's Pump N' Shop, Inc. 401(k) PlanClark's Pump N' Shop, Inc. 4…$7MPacific Stainless Products, Inc. Employee Savings and RetirementPacific Stainless Products, …$7MVzl 401(k) Plan$7M
End-of-year total assets ($M) among Herzog Transit Services, Inc. 401(k) Plan - Union and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$303K
Employer EIN431649412
Plan Effective Date2017-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herzog Transit Services, Inc.)

Sponsor-wide plan assets over time

All Herzog Transit Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 100.79116919098556% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.12M $14.3M ▲ +100.7%
Year Plans Participants Total Assets
2022 1 211 $7M
2023 1 221 $12M
2024 1 296 $14M

Nearby 401(k) Plans in Texas

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

Herzog Transit Services, Inc. 401(k) Plan - Union vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Herzog Transit Services, Inc. 401(k) Plan - Union, Total assets ($B): 0.007116177 · Participants: 211Herzog Transit Services, Inc. 401(k) Plan - UnionAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Herzog Transit Services, Inc. 401(k) Plan - Union vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Herzog Transit Services, Inc. 401(k) Plan - Union side-by-side with 3 peers →

Herzog Transit Services, Inc. 401(k) Plan - Union's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Three Rivers Technologies 401(k) Retirement Plan in WI ($7M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Herzog Transit Services, Inc. 401(k) Plan - Union assets move in 2022? ▼
Herzog Transit Services, Inc. 401(k) Plan - Union grew at a solid clip - up 5.1% during 2022, from $7M to $7M. Reported net income was -$303K.
How have Herzog Transit Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herzog Transit Services, Inc.'s sponsor-wide assets grew 100.8%, from $7M to $14M.
Which 401(k) plans are similar in size to Herzog Transit Services, Inc. 401(k) Plan - Union? ▼
Among 401(k) plans in other states, the closest by assets is Three Rivers Technologies 401(k) Retirement Plan in WI ($7M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Herzog Transit Services, Inc. 401(k) Plan - Union? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (211 participants, $87K 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 431649412.

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.