401(k) · DOL Form 5500 · 2023

Herrera School Buses and Coaches, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
166
Participants Small participant base
39th
Percentile by assets National rank
$22,588
Avg per participant Low balance/head
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Official DOL plan name: Herrera School Buses and Coaches, Inc. Retirement Plan · Sponsored by Herrera School Buses and Coaches, Inc. · New Mexico · Transportation & Warehousing

$4M in assets, 166 participants

Herrera School Buses and Coaches, Inc.'s Herrera School Buses and Coaches, Inc. Retirement Plan reported $4M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,308 in Transportation & Warehousing (3,362 peers)

Coverage in New Mexico

Herrera School Buses and Coaches, Inc. Retirement Plan covers 166 participants in New Mexico, about 46% of the average New Mexico filer (state average ~365 per filing). Assets: $4M.

#1,308
in Transportation & Warehousing (3,362 peers)
+17.6%
assets growth YoY

Herrera School Buses and Coaches, Inc. Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Herrera School Buses and Coaches, Inc. Retirement Plan vs every filed plan by assets

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

$3,749,556 39th percentile higher than 39% 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

Herrera School Buses and Coaches, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herrera School Buses and Coaches, Inc. Retirement Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Herrera School Buses and Coaches, Inc. Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $562K in the plan year 2023 filing.
  • Herrera School Buses and Coaches, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 850285702 · Herrera School Buses and Coaches, Inc. PY 2023 · 401(k)

Herrera School Buses and Coaches, Inc. Retirement Plan · $4M · 166 · 39th

  • PART $4M
  • PART 166
  • PART 39th
  • PART 401(k)
  • PART near Baughman and Turner Inc. Profit Sharing Plan and Trust
  • PART ind #1308

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 Transportation & Warehousing retirement plans → · Plans in New Mexico →

Herrera School Buses and Coaches, Inc. Retirement Plan in the asset neighbourhood

Herrera School Buses and Coaches, Inc. Retirement PlanHerrera School Buses and Coa…$4MBaughman and Turner Inc. Profit Sharing Plan and TrustBaughman and Turner Inc. Pro…$4MBalcomb & Green, P.C. 401(k) PlanBalcomb & Green, P.C. 401(k)…$4MSpiegelworld 401(k) Plan$4MHumane Society of Huron Valley 401(k) Profit Sharing Plan TrustHumane Society of Huron Vall…$4M
End-of-year total assets ($M) among Herrera School Buses and Coaches, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Mexico filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$562K
Employer EIN850285702
Plan Effective Date1993-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herrera School Buses and Coaches, Inc.)

Sponsor-wide plan assets over time

All Herrera School Buses and Coaches, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 36.18330948190685% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.19M $4.34M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 165 $3M
2023 1 166 $4M
2024 1 152 $4M

Nearby 401(k) Plans in New Mexico

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

Herrera School Buses and Coaches, Inc. Retirement Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Herrera School Buses and Coaches, Inc. Retirement Plan, Total assets ($B): 0.003749556 · Participants: 166Herrera School Buses and Coaches, Inc. Retirement PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Herrera School Buses and Coaches, Inc. Retirement Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Herrera School Buses and Coaches, Inc. Retirement Plan side-by-side with 3 peers →

Herrera School Buses and Coaches, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Baughman and Turner Inc. Profit Sharing Plan and Trust in NV ($4M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Herrera School Buses and Coaches, Inc. Retirement Plan assets move in 2023? ▼
Herrera School Buses and Coaches, Inc. Retirement Plan grew sharply - up 17.6% during 2023, from $3M to $4M. Reported net income was $562K.
How have Herrera School Buses and Coaches, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herrera School Buses and Coaches, Inc.'s sponsor-wide assets grew 36.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Herrera School Buses and Coaches, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baughman and Turner Inc. Profit Sharing Plan and Trust in NV ($4M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Herrera School Buses and Coaches, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 850285702.

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.