401(k) · DOL Form 5500 · 2023

Herman R Ewell Inc 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
252
Participants Below avg headcount
68th
Percentile by assets National rank
$62,564
Avg per participant Low balance/head
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Official DOL plan name: Herman R Ewell Inc Profit Sharing & Savings Plan · Sponsored by Herman R Ewell Inc · Pennsylvania · Transportation & Warehousing

$16M in assets, 252 participants

Herman R Ewell Inc's Herman R Ewell Inc Profit Sharing & Savings Plan reported $16M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,293 in Transportation & Warehousing (3,362 peers)

Coverage in Pennsylvania

Herman R Ewell Inc Profit Sharing & Savings Plan covers 252 participants in Pennsylvania, about 31% of the average Pennsylvania filer (state average ~822 per filing). Assets: $16M.

#2,293
in Transportation & Warehousing (3,362 peers)
+18.6%
assets growth YoY

Herman R Ewell Inc Profit Sharing & Savings Plan's outsized position by total assets

Herman R Ewell Inc Profit Sharing & Savings Plan vs every filed plan by assets

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

$15,766,144 Top 32% higher than 68% 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

Herman R Ewell Inc Profit Sharing & Savings 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. Herman R Ewell Inc Profit Sharing & Savings Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Herman R Ewell Inc Profit Sharing & Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Herman R Ewell Inc Profit Sharing & Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Herman R Ewell Inc Profit Sharing & Savings Plan reported participants fell from 259 in the plan year 2022 filing to 252 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231490346 · Herman R Ewell Inc PY 2023 · 401(k)

Herman R Ewell Inc Profit Sharing & Savings Plan · $16M · 252 · 68th

  • NET $16M
  • NET 252
  • NET 68th
  • NET 401(k)
  • NET near Stephen Gaynor School 401(k) P/S Plan
  • NET ind #2293

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 Pennsylvania →

Herman R Ewell Inc Profit Sharing & Savings Plan in the asset neighbourhood

Herman R Ewell Inc Profit Sharing & Savings PlanHerman R Ewell Inc Profit Sh…$16MStephen Gaynor School 401(k) P/S PlanStephen Gaynor School 401(k)…$16MCapsule 401(k) Plan$16MGengras Motor Cars, Inc. 401(k) PlanGengras Motor Cars, Inc. 401…$16MKorber Pharma, Inc. Savings PlanKorber Pharma, Inc. Savings …$16M
End-of-year total assets ($M) among Herman R Ewell Inc Profit Sharing & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN231490346
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herman R Ewell Inc)

Sponsor-wide plan assets over time

All Herman R Ewell Inc plans reported in each filing year

Latest sponsor-wide plan assets
$18M 34.65754815086633% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.3M $17.9M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 259 $13M
2023 1 252 $16M
2024 1 288 $18M

Nearby 401(k) Plans in Pennsylvania

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

Herman R Ewell Inc Profit Sharing & Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Herman R Ewell Inc Profit Sharing & Savings Plan, Total assets ($B): 0.015766144 · Participants: 252Herman R Ewell Inc Profit Sharing & Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Herman R Ewell Inc Profit Sharing & Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Herman R Ewell Inc Profit Sharing & Savings Plan side-by-side with 3 peers →

Herman R Ewell Inc Profit Sharing & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Stephen Gaynor School 401(k) P/S Plan in NY ($16M); by covered participants it is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (252 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Herman R Ewell Inc Profit Sharing & Savings Plan assets move in 2023? ▼
Herman R Ewell Inc Profit Sharing & Savings Plan grew sharply - up 18.6% during 2023, from $13M to $16M. Reported net income was $2M.
How have Herman R Ewell Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herman R Ewell Inc's sponsor-wide assets grew 34.7%, from $13M to $18M.
Which 401(k) plans are similar in size to Herman R Ewell Inc Profit Sharing & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stephen Gaynor School 401(k) P/S Plan in NY ($16M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Herman R Ewell Inc Profit Sharing & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (252 participants, $29M 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 231490346.

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.