Profit Sharing · DOL Form 5500 · 2023

Aci-Herzog, a Joint Venture Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
109
Participants Small participant base
29th
Percentile by assets National rank
$15,501
Avg per participant Low balance/head
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Official DOL plan name: Aci-Herzog 401(k)-Non-Union Employees Plan · Sponsored by Aci-Herzog, a Joint Venture · Puerto Rico · Transportation & Warehousing

$2M in assets, 109 participants

Aci-Herzog, a Joint Venture's Aci-Herzog 401(k)-Non-Union Employees Plan reported $2M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #950 in Transportation & Warehousing (3,362 peers)

Aci-Herzog, a Joint Venture multi-year trail

Aci-Herzog, a Joint Venture's plans moved +139.5% in assets from 2022 to 2024; this filing shows Aci-Herzog 401(k)-Non-Union Employees Plan at $2M / 109 participants.

#950
in Transportation & Warehousing (3,362 peers)
+65.9%
assets growth YoY

Aci-Herzog 401(k)-Non-Union Employees Plan among the smaller filed plans by assets

Aci-Herzog 401(k)-Non-Union Employees Plan vs every filed plan by assets

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

$1,689,620 29th percentile higher than 29% 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

Aci-Herzog 401(k)-Non-Union Employees Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aci-Herzog 401(k)-Non-Union Employees Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aci-Herzog 401(k)-Non-Union Employees Plan reported net income rose from -$246K in the plan year 2022 filing to $671K in the plan year 2023 filing.
  • Aci-Herzog 401(k)-Non-Union Employees Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 473581810 · Aci-Herzog, a Joint Venture PY 2023 · Profit Sharing

Aci-Herzog 401(k)-Non-Union Employees Plan · $2M · 109 · 29th

  • RANK $2M
  • PHOTO 109
  • IND 29th
  • EOY Profit Sharing
  • 5500 near G.E.M. Contractors, Inc. Profit Sharing Plan
  • ASSETS ind #950

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 Transportation & Warehousing retirement plans → · Plans in Puerto Rico →

Aci-Herzog 401(k)-Non-Union Employees Plan in the asset neighbourhood

Aci-Herzog 401(k)-Non-Union Employees PlanAci-Herzog 401(k)-Non-Union …$2MG.E.M. Contractors, Inc. Profit Sharing PlanG.E.M. Contractors, Inc. Pro…$2MThe J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and TrustThe J. David Gladstone Insti…$2MFoxx Equipment Company Profit Sharing PlanFoxx Equipment Company Profi…$2MMichael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & TrustMichael S. Bogenschutz Profi…$2M
End-of-year total assets ($M) among Aci-Herzog 401(k)-Non-Union Employees Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Aci-Herzog, a Joint Venture multi-year asset trail

Sponsor-wide plan assets over time

All Aci-Herzog, a Joint Venture plans reported in each filing year

Latest sponsor-wide plan assets
$2M 139.47863957760222% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $1.02M $2.44M ▲ +139.2%
Year Plans Participants Total Assets
2022 1 110 $1M
2023 1 109 $2M
2024 1 97 $2M

Aci-Herzog, a Joint Venture filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$671K
Employer EIN473581810
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Aci-Herzog 401(k)-Non-Union Employees Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Aci-Herzog 401(k)-Non-Union Employees Plan, Total assets ($M): 1.68962 · Participants: 109Aci-Herzog 401(k)-Non-Union Employees PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Aci-Herzog 401(k)-Non-Union Employees Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Aci-Herzog 401(k)-Non-Union Employees Plan side-by-side with 3 peers →

Aci-Herzog 401(k)-Non-Union Employees Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is G.E.M. Contractors, Inc. Profit Sharing Plan in GA ($2M); by covered participants it is Danco Anodizing, Inc. Profit Sharing Plan in CA (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Aci-Herzog 401(k)-Non-Union Employees Plan assets move in 2023? ▼
Aci-Herzog 401(k)-Non-Union Employees Plan surged - up 65.9% during 2023, from $1M to $2M. Reported net income was $671K.
How have Aci-Herzog, a Joint Venture plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aci-Herzog, a Joint Venture's sponsor-wide assets grew 139.5%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Aci-Herzog 401(k)-Non-Union Employees Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is G.E.M. Contractors, Inc. Profit Sharing Plan in GA ($2M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Aci-Herzog 401(k)-Non-Union Employees Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Danco Anodizing, Inc. Profit Sharing Plan in CA (109 participants, $12M 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 473581810.

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.