401(k) · DOL Form 5500 · 2023

Herrigel, Bolan & Poy LLP 401(k) Plan

Data updated 2026-08-25

$427K
Total assets Small plan by assets
4
Participants Small participant base
17th
Percentile by assets National rank
$106,859
Avg per participant Below avg balance/head
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Official DOL plan name: Herrigel, Bolan & Poy Profit Sharing Plan · Sponsored by Herrigel, Bolan & Poy LLP · New Jersey · Professional & Technical Services

$427K in assets, 4 participants

Herrigel, Bolan & Poy LLP's Herrigel, Bolan & Poy Profit Sharing Plan reported $427K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,547 in Professional & Technical Services (20,321 peers)

Herrigel, Bolan & Poy LLP multi-year trail

Herrigel, Bolan & Poy LLP's plans moved -72.7% in assets from 2022 to 2023; this filing shows Herrigel, Bolan & Poy Profit Sharing Plan at $427K / 4 participants.

#2,547
in Professional & Technical Services (20,321 peers)
-86.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Herrigel, Bolan & Poy Profit Sharing Plan among the smaller filed plans by assets

Herrigel, Bolan & Poy Profit Sharing Plan vs every filed plan by assets

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

$427,437 17th percentile higher than 17% 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

Herrigel, Bolan & Poy 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. Herrigel, Bolan & Poy Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Herrigel, Bolan & Poy Profit Sharing Plan reported net income fell from -$587K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Herrigel, Bolan & Poy Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $427K in the plan year 2023 filing.
  • Herrigel, Bolan & Poy Profit Sharing Plan reported participants fell from 6 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 221482584 · Herrigel, Bolan & Poy LLP PY 2023 · 401(k)

Herrigel, Bolan & Poy Profit Sharing Plan · $427K · 4 · 17th

  • EOY $427K
  • 5500 4
  • ASSETS 17th
  • PCT 401(k)
  • EIN near Tango, Inc 401(k) Plan
  • RANK ind #2547

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 New Jersey →

Herrigel, Bolan & Poy Profit Sharing Plan in the asset neighbourhood

Herrigel, Bolan & Poy Profit Sharing PlanHerrigel, Bolan & Poy Profit…$427KTango, Inc 401(k) Plan$427KAscend Fitness, Inc. 401(k) Profit Sharing PlanAscend Fitness, Inc. 401(k) …$428KShaw Accountancy Corporation 401(k) PlanShaw Accountancy Corporation…$427KMaria T. Hoang, Dds PC 401(k)$428K
End-of-year total assets ($M) among Herrigel, Bolan & Poy Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Herrigel, Bolan & Poy LLP multi-year asset trail

Sponsor-wide plan assets over time

All Herrigel, Bolan & Poy LLP plans reported in each filing year

Latest sponsor-wide plan assets
$852K 72.65234507136728% vs 2022
2023 filing year
$0M$1M$2M$3M$4M 20222023 $3.12M $0.85M ▼ -72.8%
Year Plans Participants Total Assets
2022 1 6 $3M
2023 2 4 $852K

Herrigel, Bolan & Poy LLP filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$427K
Net Income-$3M
Employer EIN221482584
Plan Effective Date1978-12-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Herrigel, Bolan & Poy Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Herrigel, Bolan & Poy Profit Sharing Plan, Total assets ($B): 0.000427437 · Participants: 4Herrigel, Bolan & Poy Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Herrigel, Bolan & Poy Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Herrigel, Bolan & Poy Profit Sharing Plan side-by-side with 3 peers →

Herrigel, Bolan & Poy Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Tango, Inc 401(k) Plan in NV ($427K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($427K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Herrigel, Bolan & Poy Profit Sharing Plan assets move in 2023? ▼
Herrigel, Bolan & Poy Profit Sharing Plan contracted severely - down 86.3% during 2023, from $3M to $427K. Reported net income was -$3M.
How have Herrigel, Bolan & Poy LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Herrigel, Bolan & Poy LLP's sponsor-wide assets declined 72.7%, from $3M to $852K.
Where does Herrigel, Bolan & Poy Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Herrigel, Bolan & Poy Profit Sharing Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Herrigel, Bolan & Poy Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tango, Inc 401(k) Plan in NV ($427K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Herrigel, Bolan & Poy Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 221482584.

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.