401(k) · DOL Form 5500 · 2022

Herzfeld & Rubin, P.C. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
50
Participants Small participant base
78th
Percentile by assets National rank
$425,991
Avg per participant High balance/head
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Official DOL plan name: Herzfeld & Rubin, P.C. Employees 401(k) Plan · Sponsored by Herzfeld & Rubin, P.C. · New York · Professional & Technical Services

$21M in assets, 50 participants

Herzfeld & Rubin, P.C.'s Herzfeld & Rubin, P.C. Employees 401(k) Plan reported $21M in total assets and 50 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,927 in Professional & Technical Services (21,562 peers)

Where Herzfeld & Rubin, P.C. Employees 401(k) Plan sits by assets

Herzfeld & Rubin, P.C. Employees 401(k) Plan sits in the top quartile of all filed plans by assets, $21M for 50 participants (~$425,991/participant), down 34.5% in 2022.

#16,927
in Professional & Technical Services (21,562 peers)
-34.5%
assets change YoY
0.2×
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.

Herzfeld & Rubin, P.C. Employees 401(k) Plan's outsized position by total assets

Herzfeld & Rubin, P.C. Employees 401(k) Plan vs every filed plan by assets

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

$21,299,535 Top 22% higher than 78% 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

Herzfeld & Rubin, P.C. Employees 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herzfeld & Rubin, P.C. Employees 401(k) Plan is a small filing (50 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 132688520 · Herzfeld & Rubin, P.C. PY 2022 · 401(k)

Herzfeld & Rubin, P.C. Employees 401(k) Plan · $21M · 50 · 78th

  • 5500 $21M
  • ASSETS 50
  • PCT 78th
  • EIN 401(k)
  • RANK near Adstra, Inc.Employee Savings Plan
  • PHOTO ind #16927

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 New York →

Herzfeld & Rubin, P.C. Employees 401(k) Plan in the asset neighbourhood

Herzfeld & Rubin, P.C. Employees 401(k) PlanHerzfeld & Rubin, P.C. Emplo…$21MAdstra, Inc.Employee Savings PlanAdstra, Inc.Employee Savings…$21MBraxton Mfg Co., Inc. Savings & Retirement PlanBraxton Mfg Co., Inc. Saving…$21MHuf North America Automotive Parts Manufacturing Corp. 401(k) PlanHuf North America Automotive…$21MNfi Group 401(k) Plan - Nf St. Cloud & Crookston Union PlanNfi Group 401(k) Plan - Nf S…$21M
End-of-year total assets ($M) among Herzfeld & Rubin, P.C. Employees 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)$32M
Net Assets (End of Year)$21M
Net Income-$11M
Employer EIN132688520
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herzfeld & Rubin, P.C.)

Sponsor-wide plan assets over time

All Herzfeld & Rubin, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 9.425712814857226% vs 2022
2024 filing year
$19M$20M$21M$22M 202220232024 $21.3M $19.3M ▼ -9.4%
Year Plans Participants Total Assets
2022 1 50 $21M
2023 1 49 $21M
2024 1 23 $19M

Nearby 401(k) Plans in New York

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

Herzfeld & Rubin, P.C. Employees 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Herzfeld & Rubin, P.C. Employees 401(k) Plan, Total assets ($B): 0.021299535 · Participants: 50Herzfeld & Rubin, P.C. Employees 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Herzfeld & Rubin, P.C. Employees 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Herzfeld & Rubin, P.C. Employees 401(k) Plan side-by-side with 3 peers →

Herzfeld & Rubin, P.C. Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Adstra, Inc.Employee Savings Plan in NJ ($21M); by covered participants it is Graphic Information Systems, Inc. Profit Sharing Plan in OH (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Herzfeld & Rubin, P.C. Employees 401(k) Plan assets move in 2022? ▼
Herzfeld & Rubin, P.C. Employees 401(k) Plan contracted severely - down 34.5% during 2022, from $32M to $21M. Reported net income was -$11M.
How have Herzfeld & Rubin, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herzfeld & Rubin, P.C.'s sponsor-wide assets declined 9.4%, from $21M to $19M.
Where does Herzfeld & Rubin, P.C. Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Herzfeld & Rubin, P.C. Employees 401(k) Plan ranks in the 78th 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 Herzfeld & Rubin, P.C. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adstra, Inc.Employee Savings Plan in NJ ($21M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Herzfeld & Rubin, P.C. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Graphic Information Systems, Inc. Profit Sharing Plan in OH (50 participants, $5M 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 132688520.

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.