Profit Sharing · DOL Form 5500 · 2023

Sally a. Herald Accountancy Corporation Profit Sharing Plan

Data updated 2026-08-25

$678K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$678,093
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sally a. Herald Accountancy Corporation Profit Sharing Plan · Sponsored by Sally a. Herald Accountancy Corporation · California · Professional & Technical Services

$678K in assets, 1 participants

Sally a. Herald Accountancy Corporation's Sally a. Herald Accountancy Corporation Profit Sharing Plan reported $678K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,134 in Professional & Technical Services (20,321 peers)

Sally a. Herald Accountancy Corporation multi-year trail

Sally a. Herald Accountancy Corporation's plans moved +28.9% in assets from 2022 to 2024; this filing shows Sally a. Herald Accountancy Corporation Profit Sharing Plan at $678K / 1 participant.

#3,134
in Professional & Technical Services (20,321 peers)
+17.1%
assets growth YoY

Sally a. Herald Accountancy Corporation Profit Sharing Plan among the smaller filed plans by assets

Sally a. Herald Accountancy Corporation Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$678,093 20th percentile higher than 20% of 127,068 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 2023

Sally a. Herald Accountancy Corporation Profit Sharing 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. Sally a. Herald Accountancy Corporation Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sally a. Herald Accountancy Corporation Profit Sharing Plan reported net income rose from -$3K in the plan year 2022 filing to $99K in the plan year 2023 filing.
  • Sally a. Herald Accountancy Corporation Profit Sharing Plan end-of-year assets rose from $579K in the plan year 2022 filing to $678K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 454598289 · Sally a. Herald Accountancy Corporation PY 2023 · Profit Sharing

Sally a. Herald Accountancy Corporation Profit Sharing Plan · $678K · 1 · 20th

  • EOY $678K
  • 5500 1
  • ASSETS 20th
  • PCT Profit Sharing
  • EIN near Pedro M Arguello Md PA Profit Sharing Plan and Trust
  • RANK ind #3134

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 California →

Sally a. Herald Accountancy Corporation Profit Sharing Plan in the asset neighbourhood

Sally a. Herald Accountancy Corporation Profit Sharing PlanSally a. Herald Accountancy …$678KPedro M Arguello Md PA Profit Sharing Plan and TrustPedro M Arguello Md PA Profi…$678KLcy Camet Corporation Retirement PlanLcy Camet Corporation Retire…$678KGarth Point Group Inc. Retirement PlanGarth Point Group Inc. Retir…$678KClub Conley Inc. Retirement PlanClub Conley Inc. Retirement …$678K
End-of-year total assets ($M) among Sally a. Herald Accountancy Corporation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sally a. Herald Accountancy Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Sally a. Herald Accountancy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$746K 28.859480036755308% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M 202220232024 $0.58M $0.75M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 1 $579K
2023 1 1 $678K
2024 1 1 $746K

Sally a. Herald Accountancy Corporation filing trail (2023)

Total Assets (Beginning of Year)$579K
Net Assets (End of Year)$678K
Net Income$99K
Employer EIN454598289
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sally a. Herald Accountancy Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Sally a. Herald Accountancy Corporation Profit Sharing Plan, Total assets ($B): 0.000678093 · Participants: 1Sally a. Herald Accountancy Corporation Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Sally a. Herald Accountancy Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Sally a. Herald Accountancy Corporation Profit Sharing Plan side-by-side with 3 peers →

Sally a. Herald Accountancy Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Pedro M Arguello Md PA Profit Sharing Plan and Trust in TX ($678K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did Sally a. Herald Accountancy Corporation Profit Sharing Plan assets move in 2023? ▼
Sally a. Herald Accountancy Corporation Profit Sharing Plan grew sharply - up 17.1% during 2023, from $579K to $678K. Reported net income was $99K.
How have Sally a. Herald Accountancy Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sally a. Herald Accountancy Corporation's sponsor-wide assets grew 28.9%, from $579K to $746K.
Where does Sally a. Herald Accountancy Corporation Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sally a. Herald Accountancy Corporation Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sally a. Herald Accountancy Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pedro M Arguello Md PA Profit Sharing Plan and Trust in TX ($678K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Sally a. Herald Accountancy Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 454598289.

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.