Other · DOL Form 5500 · 2023

Bruce Hersh Cpa Accountancy Corporation Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$731,587
Avg per participant High balance/head
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Official DOL plan name: Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan · Sponsored by Bruce Hersh Cpa Accountancy Corporation · California · Professional & Technical Services

$1M in assets, 2 participants

Bruce Hersh Cpa Accountancy Corporation's Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,607 in Professional & Technical Services (20,321 peers)

Bruce Hersh Cpa Accountancy Corporation multi-year trail

Bruce Hersh Cpa Accountancy Corporation's plans moved +22.0% in assets from 2022 to 2024; this filing shows Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan at $1M / 2 participants.

#4,607
in Professional & Technical Services (20,321 peers)
+10.7%
assets growth YoY

Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan among the smaller filed plans by assets

Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan vs every filed plan by assets

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

$1,463,174 27th percentile higher than 27% 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

Bruce Hersh Cpa 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. Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan reported net income rose from $11K in the plan year 2022 filing to $141K in the plan year 2023 filing.
  • Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953990310 · Bruce Hersh Cpa Accountancy Corporation PY 2023 · Other

Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan · $1M · 2 · 27th

  • PART $1M
  • PART 2
  • PART 27th
  • PART Other
  • PART near Ascend Learning, Inc. 403(b) Plan
  • PART ind #4607

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 →

Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan in the asset neighbourhood

United States Amateur Boxing, Inc.United States Amateur Boxing…$1MMemphis Goodwill Inc. 403b Retirement PlanMemphis Goodwill Inc. 403b R…$1MAscend Learning, Inc. 403(b) PlanAscend Learning, Inc. 403(b)…$1MBruce Hersh Cpa Accountancy Corporation Profit Sharing PlanBruce Hersh Cpa Accountancy …$1MSouthwest Michigan Land ConservancySouthwest Michigan Land Cons…$1M
End-of-year total assets ($M) among Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Bruce Hersh Cpa Accountancy Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Bruce Hersh Cpa Accountancy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.957313355612605% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.32M $1.61M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 2 $1M
2024 1 2 $2M

Bruce Hersh Cpa Accountancy Corporation filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$141K
Employer EIN953990310
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan, Total assets ($B): 0.001463174 · Participants: 2Bruce Hersh Cpa Accountancy Corporation Profit Sharing PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan vs. nearby Other plans in California, assets vs. participants
Compare Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan side-by-side with 3 peers →

Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Ascend Learning, Inc. 403(b) Plan in NY ($1M); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan assets move in 2023? ▼
Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan grew at a solid clip - up 10.7% during 2023, from $1M to $1M. Reported net income was $141K.
How have Bruce Hersh Cpa Accountancy Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bruce Hersh Cpa Accountancy Corporation's sponsor-wide assets grew 22.0%, from $1M to $2M.
Which Other plans are similar in size to Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is Ascend Learning, Inc. 403(b) Plan in NY ($1M, 267 participants).
Which Other plans cover a similar participant headcount to Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants, $464K 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 953990310.

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.