401(k) · DOL Form 5500 · 2022
Hercules Forwarding, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 322
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $38,631
- Avg per participant Low balance/head
Official DOL plan name: Hercules Forwarding, Inc. Retirement Plan · Sponsored by Hercules Forwarding, Inc. · Illinois · Transportation & Warehousing
$12M in assets, 322 participants
Hercules Forwarding, Inc.'s Hercules Forwarding, Inc. Retirement Plan reported $12M in total assets and 322 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #2,744 in Transportation & Warehousing (3,876 peers)
Coverage in Illinois
Hercules Forwarding, Inc. Retirement Plan covers 322 participants in Illinois, about 41% of the average Illinois filer (state average ~779 per filing). Assets: $12M.
- #2,744
- in Transportation & Warehousing (3,876 peers)
- -6.2%
- assets change YoY
The plan reported a net loss of $822K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hercules Forwarding, Inc. Retirement Plan's outsized position by total assets
Hercules Forwarding, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,439,139 Top 31% higher than 69% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Hercules Forwarding, Inc. Retirement 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. Hercules Forwarding, Inc. Retirement Plan sits mid-pack in the medium band (322 participants).
DOL schedule card
Filing strip 954285131 · Hercules Forwarding, Inc. PY 2022 · 401(k)
Hercules Forwarding, Inc. Retirement Plan · $12M · 322 · 69th
- SCH $12M
- SCH 322
- SCH 69th
- SCH 401(k)
- SCH near Aviatrix 401(k) Plan
- SCH ind #2744
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 Illinois →
Hercules Forwarding, Inc. Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$822K |
| Employer EIN | 954285131 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hercules Forwarding, Inc.)
Sponsor-wide plan assets over time
All Hercules Forwarding, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 13.017653392248452% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 322 | $12M |
| 2023 | 1 | 319 | $14M |
| 2024 | 1 | 387 | $14M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Hercules Forwarding, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Aviatrix 401(k) Plan in CA ($12M); by covered participants it is Ipc 401(k) Plan in MA (322 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Aviatrix 401(k) Plan (CA) $12M · 312
- Sames North America Corporation 401(k) Plan (MI) $12M · 83
- Singlestone 401(k) Retirement Plan (VA) $12M · 131
- Vpm Management, Inc. Savings and Retirement Plan (CA) $12M · 259
Similar participant headcount
Nearest other-state filings by covered participants (322 participants); asset peers above are excluded.
- Ipc 401(k) Plan (MA) 322 · 0 off
- 401(k) Plan as Adopted by Westfield Bank (MA) 322 · 0 off
- Overtime Sports, Inc. 401(k) Plan (NY) 322 · 0 off
- Kuiken Brothers Company Inc., 401(k) Profit Sharing Plan & Trust (NJ) 322 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.