401(k) · DOL Form 5500 · 2023

Herregan Distributors, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
151
Participants Small participant base
73rd
Percentile by assets National rank
$138,330
Avg per participant Near avg balance/head
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Official DOL plan name: Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan · Sponsored by Herregan Distributors, Inc. · Minnesota · Wholesale Trade

$21M in assets, 151 participants

Herregan Distributors, Inc.'s Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan reported $21M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,451 in Wholesale Trade (6,309 peers)

Coverage in Minnesota

Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan covers 151 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $21M.

#4,451
in Wholesale Trade (6,309 peers)
+20.9%
assets growth YoY

Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan's outsized position by total assets

Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan vs every filed plan by assets

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

$20,887,875 Top 27% higher than 73% 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

Herregan Distributors, Inc. Employee Profit Sharing - 401(k) 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. Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 410902579 · Herregan Distributors, Inc. PY 2023 · 401(k)

Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan · $21M · 151 · 73rd

  • BOOK $21M
  • BOOK 151
  • BOOK 73rd
  • BOOK 401(k)
  • BOOK near Serrala US Corporation 401(k) Plan
  • BOOK ind #4451

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 Wholesale Trade retirement plans → · Plans in Minnesota →

Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan in the asset neighbourhood

Herregan Distributors, Inc. Employee Profit Sharing - 401(k) PlanHerregan Distributors, Inc. …$21MSerrala US Corporation 401(k) PlanSerrala US Corporation 401(k…$21MThe Equity Technology Group 401(k) PlanThe Equity Technology Group …$21MBurg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing PlanBurg Simpson Eldredge Hersh …$21MHealth Help, Inc. Profit Sharing Plan and TrustHealth Help, Inc. Profit Sha…$21M
End-of-year total assets ($M) among Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN410902579
Plan Effective Date1973-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Herregan Distributors, Inc.)

Sponsor-wide plan assets over time

All Herregan Distributors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 38.16209533610262% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.3M $23.9M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 151 $17M
2023 2 302 $21M
2024 2 293 $24M

Nearby 401(k) Plans in Minnesota

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

Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan, Total assets ($B): 0.020887875 · Participants: 151Herregan Distributors, Inc. Employee Profit Sharing - 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan side-by-side with 3 peers →

Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Serrala US Corporation 401(k) Plan in IL ($21M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan assets move in 2023? ▼
Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan grew sharply - up 20.9% during 2023, from $17M to $21M. Reported net income was $4M.
How have Herregan Distributors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herregan Distributors, Inc.'s sponsor-wide assets grew 38.2%, from $17M to $24M.
Which 401(k) plans are similar in size to Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Serrala US Corporation 401(k) Plan in IL ($21M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 410902579.

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.