401(k) · DOL Form 5500 · 2023

Herdt Consulting, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
64
Participants Small participant base
44th
Percentile by assets National rank
$77,467
Avg per participant Below avg balance/head
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Official DOL plan name: Herdt Consulting, Inc. 401(k) Profit Sharing Plan · Sponsored by Herdt Consulting, Inc. · Alabama · Professional & Technical Services

$5M in assets, 64 participants

Herdt Consulting, Inc.'s Herdt Consulting, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,525 in Professional & Technical Services (20,321 peers)

Herdt Consulting, Inc. multi-year trail

Herdt Consulting, Inc.'s plans moved +23.5% in assets from 2022 to 2024; this filing shows Herdt Consulting, Inc. 401(k) Profit Sharing Plan at $5M / 64 participants.

#8,525
in Professional & Technical Services (20,321 peers)
+4.2%
assets growth YoY

Herdt Consulting, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Herdt Consulting, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,957,908 44th percentile higher than 44% 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

Herdt Consulting, Inc. 401(k) Profit Sharing 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. Herdt Consulting, Inc. 401(k) Profit Sharing Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Herdt Consulting, Inc. 401(k) Profit Sharing Plan reported net income rose from -$317K in the plan year 2022 filing to $202K in the plan year 2023 filing.
  • Herdt Consulting, Inc. 401(k) Profit Sharing Plan reported participants fell from 71 in the plan year 2022 filing to 64 in the plan year 2023 filing.
  • Herdt Consulting, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M 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 043694474 · Herdt Consulting, Inc. PY 2023 · 401(k)

Herdt Consulting, Inc. 401(k) Profit Sharing Plan · $5M · 64 · 44th

  • 5500 $5M
  • ASSETS 64
  • PCT 44th
  • EIN 401(k)
  • RANK near S3 Matching Technologies 401(k) Plan
  • PHOTO ind #8525

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 Alabama →

Herdt Consulting, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Herdt Consulting, Inc. 401(k) Profit Sharing PlanHerdt Consulting, Inc. 401(k…$5MS3 Matching Technologies 401(k) PlanS3 Matching Technologies 401…$5MBennett Packaging of Kansas City, Inc. 401(k) Profit Sharing PlanBennett Packaging of Kansas …$5MWestbrook Service Corporation Savings PlanWestbrook Service Corporatio…$5MAspen Heights 401(k) Plan$5M
End-of-year total assets ($M) among Herdt Consulting, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Herdt Consulting, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Herdt Consulting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.462748198171678% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.76M $5.87M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 71 $5M
2023 1 64 $5M
2024 1 60 $6M

Herdt Consulting, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$202K
Employer EIN043694474
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Herdt Consulting, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Herdt Consulting, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004957908 · Participants: 64Herdt Consulting, Inc. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Herdt Consulting, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Herdt Consulting, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is S3 Matching Technologies 401(k) Plan in TX ($5M); by covered participants it is Ekso Bionics 401(k) Plan in CA (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Herdt Consulting, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Herdt Consulting, Inc. 401(k) Profit Sharing Plan edged up modestly - up 4.2% during 2023, from $5M to $5M. Reported net income was $202K.
How have Herdt Consulting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herdt Consulting, Inc.'s sponsor-wide assets grew 23.5%, from $5M to $6M.
Which 401(k) plans are similar in size to Herdt Consulting, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is S3 Matching Technologies 401(k) Plan in TX ($5M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Herdt Consulting, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ekso Bionics 401(k) Plan in CA (64 participants, $6M 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 043694474.

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.