401(k) · DOL Form 5500 · 2023
Herschend Entertainment Company LLC 401(k) Plan
Data updated 2026-08-25
- $136M
- Total assets Near avg plan size
- 2,560
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $52,964
- Avg per participant Low balance/head
Official DOL plan name: Herschend Family Entertainment Profit Sharing & 401(k) Plan · Sponsored by Herschend Entertainment Company LLC · Missouri · Arts, Entertainment & Recreation
$136M in assets, 2,560 participants
Herschend Entertainment Company LLC's Herschend Family Entertainment Profit Sharing & 401(k) Plan reported $136M in total assets and 2,560 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #2,856 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in Missouri
Herschend Family Entertainment Profit Sharing & 401(k) Plan covers 2,560 participants in Missouri, 3.5x the typical Missouri plan (state average ~737 per filing). Assets: $136M.
- #2,856
- in Arts, Entertainment & Recreation (2,945 peers)
- +13.7%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Herschend Family Entertainment Profit Sharing & 401(k) Plan's outsized position by total assets
Herschend Family Entertainment Profit Sharing & 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$135,588,679 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Herschend Family Entertainment Profit Sharing & 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herschend Family Entertainment Profit Sharing & 401(k) Plan lands in the large band (2,560 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Herschend Family Entertainment Profit Sharing & 401(k) Plan reported net income rose from -$21M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Herschend Family Entertainment Profit Sharing & 401(k) Plan end-of-year assets rose from $119M in the plan year 2022 filing to $136M in the plan year 2023 filing.
- Herschend Family Entertainment Profit Sharing & 401(k) Plan reported participants fell from 2,706 in the plan year 2022 filing to 2,560 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 463014631 · Herschend Entertainment Company LLC PY 2023 · 401(k)
Herschend Family Entertainment Profit Sharing & 401(k) Plan · $136M · 2,560 · 93rd
- PHOTO $136M
- PHOTO 2,560
- PHOTO 93rd
- PHOTO 401(k)
- PHOTO near Newfold Digital, Inc. 401(k) Plan
- PHOTO ind #2856
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 Arts, Entertainment & Recreation retirement plans → · Plans in Missouri →
Herschend Family Entertainment Profit Sharing & 401(k) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $119M |
|---|---|
| Net Assets (End of Year) | $136M |
| Net Income | $16M |
| Employer EIN | 463014631 |
| Plan Effective Date | 1966-10-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Herschend Entertainment Company LLC)
Sponsor-wide plan assets over time
All Herschend Entertainment Company LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $159M 33.505897592488374% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,706 | $119M |
| 2023 | 1 | 2,560 | $136M |
| 2024 | 1 | 3,085 | $159M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Herschend Family Entertainment Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Newfold Digital, Inc. 401(k) Plan in FL ($136M); by covered participants it is Elevate Textiles 401(k) Retirement Plan in NC (2,560 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($136M here).
- Newfold Digital, Inc. 401(k) Plan (FL) $136M · 1,229
- Zoominfo 401(k) Plan (WA) $136M · 2,670
- Dlz Corporation Employee Stock Ownership and 401(k) Plan (OH) $136M · 683
- Incentive Retirement Plan for Employees of PC Construction Company (VT) $136M · 442
Similar participant headcount
Nearest other-state filings by covered participants (2,560 participants); asset peers above are excluded.
- Elevate Textiles 401(k) Retirement Plan (NC) 2,560 · 0 off
- Advocare, LLC 401(k) Profit Sharing Plan (NJ) 2,560 · 0 off
- National Gypsum 401(k) and Retirement Savings Plan (NC) 2,561 · 1 off
- H.B. Fuller Company 401(k) & Retirement Plan (MN) 2,561 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.