401(k) · DOL Form 5500 · 2023

Herndon, Morton, Herndon & Yaeger 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
12
Participants Small participant base
62nd
Percentile by assets National rank
$985,269
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hmh&y 401(k) Profit Sharing Plan · Sponsored by Herndon, Morton, Herndon & Yaeger · West Virginia · Professional & Technical Services

$12M in assets, 12 participants

Herndon, Morton, Herndon & Yaeger's Hmh&y 401(k) Profit Sharing Plan reported $12M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,447 in Professional & Technical Services (20,321 peers)

Herndon, Morton, Herndon & Yaeger multi-year trail

Herndon, Morton, Herndon & Yaeger's plans moved +29.6% in assets from 2022 to 2024; this filing shows Hmh&y 401(k) Profit Sharing Plan at $12M / 12 participants.

#12,447
in Professional & Technical Services (20,321 peers)
+17.0%
assets growth YoY

Hmh&y 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hmh&y 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,823,227 Top 38% higher than 62% 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

Hmh&y 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hmh&y 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hmh&y 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hmh&y 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Hmh&y 401(k) Profit Sharing Plan reported participants rose from 11 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 550589014 · Herndon, Morton, Herndon & Yaeger PY 2023 · 401(k)

Hmh&y 401(k) Profit Sharing Plan · $12M · 12 · 62nd

  • TYPE $12M
  • NET 12
  • BOOK 62nd
  • VS-ST 401(k)
  • BOY near Norwex USA Inc. 401(k) Plan
  • SCH ind #12447

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 West Virginia →

Hmh&y 401(k) Profit Sharing Plan in the asset neighbourhood

Hmh&y 401(k) Profit Sharing PlanHmh&y 401(k) Profit Sharing …$12MNorwex USA Inc. 401(k) Plan$12MLove Communications Employee Stock Ownership 401(k) PlanLove Communications Employee…$12MYapp USA Automotive Systems, Inc. Retirement Savings PlanYapp USA Automotive Systems,…$12MKern Radiology Medical Group, Inc. 401(k) Retirement PlanKern Radiology Medical Group…$12M
End-of-year total assets ($M) among Hmh&y 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Herndon, Morton, Herndon & Yaeger multi-year asset trail

Sponsor-wide plan assets over time

All Herndon, Morton, Herndon & Yaeger plans reported in each filing year

Latest sponsor-wide plan assets
$13M 29.584721497712835% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.1M $13.1M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 11 $10M
2023 1 12 $12M
2024 1 13 $13M

Herndon, Morton, Herndon & Yaeger filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN550589014
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in West Virginia

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

Hmh&y 401(k) Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Hmh&y 401(k) Profit Sharing Plan, Total assets ($B): 0.011823227 · Participants: 12Hmh&y 401(k) Profit Sharing PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.063431645 · Participants: 1878Orrick, Herrington & Sutcliffe LLP Retirement PlanCamc Health System Basic Retirement Plan, Total assets ($B): 0.718819432 · Participants: 0Camc Health System Basic Retirement PlanAmerican Public Education Retirement Plan, Total assets ($B): 0.259281173 · Participants: 5728American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255241932 · Participants: 2525West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.227919168 · Participants: 2740United Bankshares, Inc. Savings and Stock Investment Plan
Hmh&y 401(k) Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare Hmh&y 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hmh&y 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Norwex USA Inc. 401(k) Plan in TX ($12M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Hmh&y 401(k) Profit Sharing Plan assets move in 2023? ▼
Hmh&y 401(k) Profit Sharing Plan grew sharply - up 17.0% during 2023, from $10M to $12M. Reported net income was $2M.
How have Herndon, Morton, Herndon & Yaeger plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herndon, Morton, Herndon & Yaeger's sponsor-wide assets grew 29.6%, from $10M to $13M.
Which 401(k) plans are similar in size to Hmh&y 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Norwex USA Inc. 401(k) Plan in TX ($12M, 288 participants).
Which 401(k) plans cover a similar participant headcount to Hmh&y 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 550589014.

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.