Defined Benefit (Pension) · DOL Form 5500 · 2023
Herzer Financial Services Inc Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 3
- Participants Small participant base
Official DOL plan name: Herzer Financial Services Inc Defined Benefit Pension Plan · Sponsored by Herzer Financial Services Inc · California · Finance & Insurance
N/A in assets, 3 participants
Herzer Financial Services Inc's Herzer Financial Services Inc Defined Benefit Pension Plan reported N/A in total assets and 3 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Herzer Financial Services Inc Defined Benefit Pension Plan holds N/A for 3 participants.
- -$3M
- reported net income
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Herzer Financial Services Inc Defined Benefit Pension Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herzer Financial Services Inc Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Herzer Financial Services Inc Defined Benefit Pension Plan reported net income fell from -$220K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Herzer Financial Services Inc Defined Benefit Pension Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 942162418 · Herzer Financial Services Inc PY 2023 · Defined Benefit (Pension)
Herzer Financial Services Inc Defined Benefit Pension Plan · N/A · 3
- PCT N/A
- EIN 3
- RANK PY 2023
- PHOTO Defined Benefit (Pension)
- IND near Cape Cod Management, LLC Defined Benefit Pension Plan
- EOY -$3M
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 Finance & Insurance retirement plans → · Plans in California →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$3M |
| Employer EIN | 942162418 |
| Plan Effective Date | 2013-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Herzer Financial Services Inc)
Sponsor-wide plan assets over time
All Herzer Financial Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 11 | $9M |
| 2023 | 2 | 3 | N/A |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Herzer Financial Services Inc Defined Benefit Pension Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside California, the nearest Defined Benefit (Pension) by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants; this filing: 3 participants).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.