Defined Benefit (Pension) · DOL Form 5500 · 2023

Eric Herman Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
5
Participants Small participant base
43rd
Percentile by assets National rank
$949,771
Avg per participant High balance/head
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Official DOL plan name: Eric Herman Prototype Defined Contribution Keogh Hr10 Plan · Sponsored by Eric Herman · New Jersey · Healthcare & Social Assistance

$5M in assets, 5 participants

Eric Herman's Eric Herman Prototype Defined Contribution Keogh Hr10 Plan reported $5M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,310 in Healthcare & Social Assistance (17,684 peers)

Eric Herman multi-year trail

Eric Herman's plans moved +21.8% in assets from 2022 to 2024; this filing shows Eric Herman Prototype Defined Contribution Keogh Hr10 Plan at $5M / 5 participants.

#8,310
in Healthcare & Social Assistance (17,684 peers)
+15.2%
assets growth YoY

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan vs every filed plan by assets

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

$4,748,853 43rd percentile higher than 43% 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

Eric Herman Prototype Defined Contribution Keogh Hr10 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. Eric Herman Prototype Defined Contribution Keogh Hr10 Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eric Herman Prototype Defined Contribution Keogh Hr10 Plan reported net income rose from -$651K in the plan year 2022 filing to $626K in the plan year 2023 filing.
  • Eric Herman Prototype Defined Contribution Keogh Hr10 Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133027390 · Eric Herman PY 2023 · Defined Benefit (Pension)

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan · $5M · 5 · 43rd

  • TYPE $5M
  • NET 5
  • BOOK 43rd
  • VS-ST Defined Benefit (Pension)
  • BOY near Environmental Geotech. Lab., Inc. Defined Benefit Pension Plan
  • SCH ind #8310

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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan in the asset neighbourhood

Specification Rubber Products Inc. Hourly Defined Benefit PlanSpecification Rubber Product…$5MEric Herman Prototype Defined Contribution Keogh Hr10 PlanEric Herman Prototype Define…$5MEnvironmental Geotech. Lab., Inc. Defined Benefit Pension PlanEnvironmental Geotech. Lab.,…$5MKurz America Employees Pension PlanKurz America Employees Pensi…$5MMusco Food Corporation Defined Benefit PlanMusco Food Corporation Defin…$5M
End-of-year total assets ($M) among Eric Herman Prototype Defined Contribution Keogh Hr10 Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Eric Herman multi-year asset trail

Sponsor-wide plan assets over time

All Eric Herman plans reported in each filing year

Latest sponsor-wide plan assets
$5M 21.800463989846946% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.12M $5.02M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 5 $5M
2024 1 5 $5M

Eric Herman filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$626K
Employer EIN133027390
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Eric Herman Prototype Defined Contribution Keogh Hr10 Plan, Total assets ($B): 0.004748853 · Participants: 5Eric Herman Prototype Defined Contribution Keogh Hr10 PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Eric Herman Prototype Defined Contribution Keogh Hr10 Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Eric Herman Prototype Defined Contribution Keogh Hr10 Plan side-by-side with 3 peers →

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Environmental Geotech. Lab., Inc. Defined Benefit Pension Plan in CA ($5M); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Eric Herman Prototype Defined Contribution Keogh Hr10 Plan assets move in 2023? ▼
Eric Herman Prototype Defined Contribution Keogh Hr10 Plan grew sharply - up 15.2% during 2023, from $4M to $5M. Reported net income was $626K.
How have Eric Herman plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eric Herman's sponsor-wide assets grew 21.8%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Eric Herman Prototype Defined Contribution Keogh Hr10 Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Environmental Geotech. Lab., Inc. Defined Benefit Pension Plan in CA ($5M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Eric Herman Prototype Defined Contribution Keogh Hr10 Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 133027390.

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.