401(k) · DOL Form 5500 · 2023

Herold Law, P.a. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
24
Participants Small participant base
77th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Herold Law Employees' Savings Plan · Sponsored by Herold Law, P.a. · New Jersey · Professional & Technical Services

$26M in assets, 24 participants

Herold Law, P.a.'s Herold Law Employees' Savings Plan reported $26M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,686 in Professional & Technical Services (20,321 peers)

Where Herold Law Employees' Savings Plan sits by assets

Herold Law Employees' Savings Plan sits in the top quartile of all filed plans by assets, $26M for 24 participants (~$1.1M/participant), up 22.1% in 2023.

#15,686
in Professional & Technical Services (20,321 peers)
+22.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Herold Law Employees' Savings Plan's outsized position by total assets

Herold Law Employees' Savings Plan vs every filed plan by assets

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

$25,611,124 Top 23% higher than 77% 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

Herold Law Employees' Savings 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. Herold Law Employees' Savings Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Herold Law Employees' Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Herold Law Employees' Savings Plan end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Herold Law Employees' Savings Plan reported participants fell from 26 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222722238 · Herold Law, P.a. PY 2023 · 401(k)

Herold Law Employees' Savings Plan · $26M · 24 · 77th

  • BOY $26M
  • SCH 24
  • EBSA 77th
  • PART 401(k)
  • TYPE near The Argen Corporation 401(k) Plan
  • NET ind #15686

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 New Jersey →

Herold Law Employees' Savings Plan in the asset neighbourhood

Herold Law Employees' Savings PlanHerold Law Employees' Saving…$26MThe Argen Corporation 401(k) PlanThe Argen Corporation 401(k)…$26MPower Plus 401(k) Plan$26MAnderson Concrete Corporation Retirement Savings Plan and TrustAnderson Concrete Corporatio…$26MAcme Construction Supply Co., Inc. 401(k) Retirement Savings PlanAcme Construction Supply Co.…$26M
End-of-year total assets ($M) among Herold Law Employees' Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN222722238
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herold Law, P.a.)

Sponsor-wide plan assets over time

All Herold Law, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 40.291135074968956% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21M $29.4M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 26 $21M
2023 1 24 $26M
2024 1 25 $29M

Nearby 401(k) Plans in New Jersey

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

Herold Law Employees' Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Herold Law Employees' Savings Plan, Total assets ($B): 0.025611124 · Participants: 24Herold Law Employees' Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Herold Law Employees' Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Herold Law Employees' Savings Plan side-by-side with 3 peers →

Herold Law Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is The Argen Corporation 401(k) Plan in CA ($26M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Herold Law Employees' Savings Plan assets move in 2023? ▼
Herold Law Employees' Savings Plan grew sharply - up 22.1% during 2023, from $21M to $26M. Reported net income was $5M.
How have Herold Law, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herold Law, P.a.'s sponsor-wide assets grew 40.3%, from $21M to $29M.
Where does Herold Law Employees' Savings Plan rank by assets among Form 5500 filers? ▼
Herold Law Employees' Savings Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Herold Law Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Argen Corporation 401(k) Plan in CA ($26M, 401 participants).
Which 401(k) plans cover a similar participant headcount to Herold Law Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K 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 222722238.

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.