401(k) · DOL Form 5500 · 2022

Herbein and Company, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
243
Participants Below avg headcount
86th
Percentile by assets National rank
$161,894
Avg per participant Above avg balance/head
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Official DOL plan name: Herbein and Company, Inc. Profit Sharing Plan · Sponsored by Herbein and Company, Inc. · Pennsylvania · Professional & Technical Services

$39M in assets, 243 participants

Herbein and Company, Inc.'s Herbein and Company, Inc. Profit Sharing Plan reported $39M in total assets and 243 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #18,703 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Herbein and Company, Inc. Profit Sharing Plan covers 243 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $39M.

#18,703
in Professional & Technical Services (21,562 peers)
+2.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Herbein and Company, Inc. Profit Sharing Plan's outsized position by total assets

Herbein and Company, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$39,340,215 Top 14% higher than 86% of 139,123 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 2022

Herbein and Company, Inc. Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herbein and Company, Inc. Profit Sharing Plan sits mid-pack in the medium band (243 participants).

DOL schedule card

Filing strip 232415973 · Herbein and Company, Inc. PY 2022 · 401(k)

Herbein and Company, Inc. Profit Sharing Plan · $39M · 243 · 86th

  • BOY $39M
  • BOY 243
  • BOY 86th
  • BOY 401(k)
  • BOY near Anesthesia West, P.C. 401(k) Plan
  • BOY ind #18703

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 Pennsylvania →

Herbein and Company, Inc. Profit Sharing Plan in the asset neighbourhood

Agile Defense, Inc. 401(k) PlanAgile Defense, Inc. 401(k) P…$39MAdvanced Cardiovascular Specialists LLC Profit Sharing 401(k) PlanAdvanced Cardiovascular Spec…$39MHerbein and Company, Inc. Profit Sharing PlanHerbein and Company, Inc. Pr…$39MAnesthesia West, P.C. 401(k) PlanAnesthesia West, P.C. 401(k)…$39MWold Architects & Engineers 401(k) Profit Sharing PlanWold Architects & Engineers …$39M
End-of-year total assets ($M) among Herbein and Company, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$39M
Net Income$779K
Employer EIN232415973
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herbein and Company, Inc.)

Sponsor-wide plan assets over time

All Herbein and Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 41.5225615823401% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $39.3M $55.7M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 243 $39M
2023 1 258 $49M
2024 1 298 $56M

Nearby 401(k) Plans in Pennsylvania

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

Herbein and Company, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Herbein and Company, Inc. Profit Sharing Plan, Total assets ($B): 0.039340215 · Participants: 243Herbein and Company, Inc. Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Herbein and Company, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Herbein and Company, Inc. Profit Sharing Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Anesthesia West, P.C. 401(k) Plan in NE ($39M); by covered participants it is Chariot Auto Retirement Readiness 401(k)Plan in IN (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Herbein and Company, Inc. Profit Sharing Plan assets move in 2022? ▼
Herbein and Company, Inc. Profit Sharing Plan edged up modestly - up 2.0% during 2022, from $39M to $39M. Reported net income was $779K.
How have Herbein and Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herbein and Company, Inc.'s sponsor-wide assets grew 41.5%, from $39M to $56M.
Where does Herbein and Company, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Herbein and Company, Inc. Profit Sharing Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Herbein and Company, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anesthesia West, P.C. 401(k) Plan in NE ($39M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Herbein and Company, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chariot Auto Retirement Readiness 401(k)Plan in IN (243 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232415973.

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.