401(k) · DOL Form 5500 · 2023

Robert J Herman Dds Ms PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
24
Participants Small participant base
30th
Percentile by assets National rank
$82,148
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust · Sponsored by Robert J Herman Dds Ms PC · Oklahoma · Healthcare & Social Assistance

$2M in assets, 24 participants

Robert J Herman Dds Ms PC's Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,090 in Healthcare & Social Assistance (17,684 peers)

Robert J Herman Dds Ms PC multi-year trail

Robert J Herman Dds Ms PC's plans moved +18.3% in assets from 2022 to 2023; this filing shows Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust at $2M / 24 participants.

#5,090
in Healthcare & Social Assistance (17,684 peers)
+18.3%
assets growth YoY

Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,971,562 30th percentile higher than 30% 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

Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust reported net income rose from -$238K in the plan year 2022 filing to $305K in the plan year 2023 filing.
  • Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust reported participants fell from 28 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 262033324 · Robert J Herman Dds Ms PC PY 2023 · 401(k)

Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust · $2M · 24 · 30th

  • NET $2M
  • NET 24
  • NET 30th
  • NET 401(k)
  • NET near Bangor Plastic and Hand Surgery, P.a. Employee Stock Ownership 401(k) Plan
  • NET ind #5090

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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →

Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & TrustRobert J Herman Dds Ms PC 40…$2MBangor Plastic and Hand Surgery, P.a. Employee Stock Ownership 401(k) PlanBangor Plastic and Hand Surg…$2MValue Vet Inc. 401(k) Profit Sharing PlanValue Vet Inc. 401(k) Profit…$2MR and a Alexander Investments 401(k) Profit Sharing Plan & TrustR and a Alexander Investment…$2MGgm Holdings, Inc. 401(k) PlanGgm Holdings, Inc. 401(k) Pl…$2M
End-of-year total assets ($M) among Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Robert J Herman Dds Ms PC multi-year asset trail

Sponsor-wide plan assets over time

All Robert J Herman Dds Ms PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.296890356661557% vs 2022
2023 filing year
$1.6M$1.7M$1.8M$1.9M$2M 20222023 $1.67M $1.97M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 28 $2M
2023 1 24 $2M

Robert J Herman Dds Ms PC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$305K
Employer EIN262033324
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001971562 · Participants: 24Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & TrustQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Bangor Plastic and Hand Surgery, P.a. Employee Stock Ownership 401(k) Plan in ME ($2M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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.

Frequently Asked Questions

How did Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust grew sharply - up 18.3% during 2023, from $2M to $2M. Reported net income was $305K.
How have Robert J Herman Dds Ms PC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Robert J Herman Dds Ms PC's sponsor-wide assets grew 18.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bangor Plastic and Hand Surgery, P.a. Employee Stock Ownership 401(k) Plan in ME ($2M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Robert J Herman Dds Ms PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K 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 262033324.

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.