401(k) · DOL Form 5500 · 2023

Hershman Capital Corp 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
11
Participants Small participant base
48th
Percentile by assets National rank
$555,270
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hershman Capital Corp 401(k) Savings Plan · Sponsored by Hershman Capital Corp · Connecticut · Wholesale Trade

$6M in assets, 11 participants

Hershman Capital Corp's Hershman Capital Corp 401(k) Savings Plan reported $6M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,387 in Wholesale Trade (6,309 peers)

Hershman Capital Corp multi-year trail

Hershman Capital Corp's plans moved +18.7% in assets from 2022 to 2023; this filing shows Hershman Capital Corp 401(k) Savings Plan at $6M / 11 participants.

#2,387
in Wholesale Trade (6,309 peers)
+18.7%
assets growth YoY

Hershman Capital Corp 401(k) Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Hershman Capital Corp 401(k) Savings Plan vs every filed plan by assets

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

$6,107,966 48th percentile higher than 48% 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

Hershman Capital Corp 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hershman Capital Corp 401(k) Savings Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hershman Capital Corp 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $963K in the plan year 2023 filing.
  • Hershman Capital Corp 401(k) Savings Plan reported participants rose from 9 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Hershman Capital Corp 401(k) Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 061187142 · Hershman Capital Corp PY 2023 · 401(k)

Hershman Capital Corp 401(k) Savings Plan · $6M · 11 · 48th

  • BOY $6M
  • BOY 11
  • BOY 48th
  • BOY 401(k)
  • BOY near Mapletree US Management LLC Retirement Plan
  • BOY ind #2387

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 Wholesale Trade retirement plans → · Plans in Connecticut →

Hershman Capital Corp 401(k) Savings Plan in the asset neighbourhood

Hershman Capital Corp 401(k) Savings PlanHershman Capital Corp 401(k)…$6MMapletree US Management LLC Retirement PlanMapletree US Management LLC …$6MArdisam, Inc. 401(k) Profit Sharing PlanArdisam, Inc. 401(k) Profit …$6MAqualisbraemar, Inc. 401(k)$6MSuperior Extrusion, Inc. 401(k) PlanSuperior Extrusion, Inc. 401…$6M
End-of-year total assets ($M) among Hershman Capital Corp 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hershman Capital Corp multi-year asset trail

Sponsor-wide plan assets over time

All Hershman Capital Corp plans reported in each filing year

Latest sponsor-wide plan assets
$6M 18.72727078346245% vs 2022
2023 filing year
$5M$5.5M$6M$6.5M 20222023 $5.14M $6.11M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 9 $5M
2023 2 22 $6M

Hershman Capital Corp filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$963K
Employer EIN061187142
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Hershman Capital Corp 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Hershman Capital Corp 401(k) Savings Plan, Total assets ($B): 0.006107966 · Participants: 11Hershman Capital Corp 401(k) Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Hershman Capital Corp 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Hershman Capital Corp 401(k) Savings Plan side-by-side with 3 peers →

Hershman Capital Corp 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Mapletree US Management LLC Retirement Plan in NY ($6M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Hershman Capital Corp 401(k) Savings Plan assets move in 2023? ▼
Hershman Capital Corp 401(k) Savings Plan grew sharply - up 18.7% during 2023, from $5M to $6M. Reported net income was $963K.
How have Hershman Capital Corp plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Hershman Capital Corp's sponsor-wide assets grew 18.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Hershman Capital Corp 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mapletree US Management LLC Retirement Plan in NY ($6M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Hershman Capital Corp 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 061187142.

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.