Profit Sharing · DOL Form 5500 · 2023

Watts and Hershberger, PC Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
35th
Percentile by assets National rank
$173,144
Avg per participant Above avg balance/head
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Official DOL plan name: Watts and Hershberger, PC 401(k) Plan · Sponsored by Watts and Hershberger, PC · Nebraska · Professional & Technical Services

$3M in assets, 16 participants

Watts and Hershberger, PC's Watts and Hershberger, PC 401(k) Plan reported $3M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,353 in Professional & Technical Services (20,321 peers)

Watts and Hershberger, PC multi-year trail

Watts and Hershberger, PC's plans moved -11.3% in assets from 2022 to 2024; this filing shows Watts and Hershberger, PC 401(k) Plan at $3M / 16 participants.

#6,353
in Professional & Technical Services (20,321 peers)
+20.6%
assets growth YoY

Watts and Hershberger, PC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Watts and Hershberger, PC 401(k) Plan vs every filed plan by assets

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

$2,770,310 35th percentile higher than 35% 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

Watts and Hershberger, PC 401(k) 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. Watts and Hershberger, PC 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Watts and Hershberger, PC 401(k) Plan reported net income rose from -$182K in the plan year 2022 filing to $473K in the plan year 2023 filing.
  • Watts and Hershberger, PC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470671374 · Watts and Hershberger, PC PY 2023 · Profit Sharing

Watts and Hershberger, PC 401(k) Plan · $3M · 16 · 35th

  • 5500 $3M
  • 5500 16
  • 5500 35th
  • 5500 Profit Sharing
  • 5500 near Raymond Mascolo, D.D.S., P.C. Profit Sharing Plan
  • 5500 ind #6353

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 Nebraska →

Watts and Hershberger, PC 401(k) Plan in the asset neighbourhood

Watts and Hershberger, PC 401(k) PlanWatts and Hershberger, PC 40…$3MRaymond Mascolo, D.D.S., P.C. Profit Sharing PlanRaymond Mascolo, D.D.S., P.C…$3MYost Pharmacy, Inc. Employees Profit Sharing PlanYost Pharmacy, Inc. Employee…$3MTn Property Services Co. Retirement PlanTn Property Services Co. Ret…$3MHeldt Lumber Co., Inc. Profit Sharing PlanHeldt Lumber Co., Inc. Profi…$3M
End-of-year total assets ($M) among Watts and Hershberger, PC 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Watts and Hershberger, PC multi-year asset trail

Sponsor-wide plan assets over time

All Watts and Hershberger, PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 11.312822347979747% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.3M $2.04M ▼ -11.3%
Year Plans Participants Total Assets
2022 1 16 $2M
2023 1 16 $3M
2024 1 17 $2M

Watts and Hershberger, PC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$473K
Employer EIN470671374
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Nebraska

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Watts and Hershberger, PC 401(k) Plan vs. nearby Profit Sharing plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -50050100150 Total assets ($M) Participants Watts and Hershberger, PC 401(k) Plan, Total assets ($M): 2.77031 · Participants: 16Watts and Hershberger, PC 401(k) PlanThe Scoular Company Profit Sharing Retirement Plan, Total assets ($M): 124.889033 · Participants: 581The Scoular Company Profit Sharing Retirement PlanChicago and North Western Railway Company Profit Sharing and Retirement Savings Program, Total assets ($M): 52.183006 · Participants: 8Chicago and North Western Railway Company Profit Sharing and Retirement Savings ProgramDoane University Defined Contribution Retirement Plan, Total assets ($M): 39.415067 · Participants: 387Doane University Defined Contribution Retirement PlanMidwest Laboratories, Inc. Profit Sharing Plan and Trust, Total assets ($M): 37.870791 · Participants: 301Midwest Laboratories, Inc. Profit Sharing Plan and TrustNebco, Inc. Salaried Profit Sharing Plan, Total assets ($M): 16.999551 · Participants: 137Nebco, Inc. Salaried Profit Sharing Plan
Watts and Hershberger, PC 401(k) Plan vs. nearby Profit Sharing plans in Nebraska, assets vs. participants
Compare Watts and Hershberger, PC 401(k) Plan side-by-side with 3 peers →

Watts and Hershberger, PC 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Nebraska, the nearest Profit Sharing by assets is Raymond Mascolo, D.D.S., P.C. Profit Sharing Plan in NY ($3M); by covered participants it is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Watts and Hershberger, PC 401(k) Plan assets move in 2023? ▼
Watts and Hershberger, PC 401(k) Plan grew sharply - up 20.6% during 2023, from $2M to $3M. Reported net income was $473K.
How have Watts and Hershberger, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watts and Hershberger, PC's sponsor-wide assets declined 11.3%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Watts and Hershberger, PC 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Raymond Mascolo, D.D.S., P.C. Profit Sharing Plan in NY ($3M, 17 participants).
Which Profit Sharing plans cover a similar participant headcount to Watts and Hershberger, PC 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (16 participants, $10M 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 470671374.

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.