401(k) · DOL Form 5500 · 2023

Clay Herman Realtor, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
3
Participants Small participant base
51st
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: Clay Herman Realtor, Inc. Profit Sharing Plan · Sponsored by Clay Herman Realtor, Inc. · California · Real Estate

$7M in assets, 3 participants

Clay Herman Realtor, Inc.'s Clay Herman Realtor, Inc. Profit Sharing Plan reported $7M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,296 in Real Estate (4,727 peers)

Clay Herman Realtor, Inc. multi-year trail

Clay Herman Realtor, Inc.'s plans moved +16.1% in assets from 2022 to 2024; this filing shows Clay Herman Realtor, Inc. Profit Sharing Plan at $7M / 3 participants.

#3,296
in Real Estate (4,727 peers)
+6.9%
assets growth YoY

Clay Herman Realtor, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Clay Herman Realtor, Inc. Profit Sharing Plan vs every filed plan by assets

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

$7,001,529 Top 49% higher than 51% 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

Clay Herman Realtor, Inc. 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. Clay Herman Realtor, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clay Herman Realtor, Inc. Profit Sharing Plan reported net income rose from $148K in the plan year 2022 filing to $451K in the plan year 2023 filing.
  • Clay Herman Realtor, Inc. Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942989447 · Clay Herman Realtor, Inc. PY 2023 · 401(k)

Clay Herman Realtor, Inc. Profit Sharing Plan · $7M · 3 · 51st

  • ASSETS $7M
  • PCT 3
  • EIN 51st
  • RANK 401(k)
  • PHOTO near Indoor Biotechnologies, Inc. 401(k) Plan
  • IND ind #3296

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 Real Estate retirement plans → · Plans in California →

Clay Herman Realtor, Inc. Profit Sharing Plan in the asset neighbourhood

Clay Herman Realtor, Inc. Profit Sharing PlanClay Herman Realtor, Inc. Pr…$7MIndoor Biotechnologies, Inc. 401(k) PlanIndoor Biotechnologies, Inc.…$7MDenison Group 401(k) and Profit Sharing PlanDenison Group 401(k) and Pro…$7MMt Systems, Inc. 401(k) Plan$7MAmerican Computer Development, Inc. 401(k) PlanAmerican Computer Developmen…$7M
End-of-year total assets ($M) among Clay Herman Realtor, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Clay Herman Realtor, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Clay Herman Realtor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 16.126761573941913% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.55M $7.61M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 3 $7M
2023 1 3 $7M
2024 1 3 $8M

Clay Herman Realtor, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$451K
Employer EIN942989447
Plan Effective Date1985-12-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Clay Herman Realtor, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Clay Herman Realtor, Inc. Profit Sharing Plan, Total assets ($B): 0.007001529 · Participants: 3Clay Herman Realtor, Inc. Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Clay Herman Realtor, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Clay Herman Realtor, Inc. Profit Sharing Plan side-by-side with 3 peers →

Clay Herman Realtor, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Indoor Biotechnologies, Inc. 401(k) Plan in VA ($7M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Clay Herman Realtor, Inc. Profit Sharing Plan assets move in 2023? ▼
Clay Herman Realtor, Inc. Profit Sharing Plan grew at a solid clip - up 6.9% during 2023, from $7M to $7M. Reported net income was $451K.
How have Clay Herman Realtor, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clay Herman Realtor, Inc.'s sponsor-wide assets grew 16.1%, from $7M to $8M.
Which 401(k) plans are similar in size to Clay Herman Realtor, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Indoor Biotechnologies, Inc. 401(k) Plan in VA ($7M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Clay Herman Realtor, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 942989447.

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.