401(k) · DOL Form 5500 · 2023
Herald Office Supply, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 160
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $49,670
- Avg per participant Low balance/head
Official DOL plan name: Herald Group of Employees Profit Sharing Plan · Sponsored by Herald Office Supply, Inc. · South Carolina · Retail Trade
$8M in assets, 160 participants
Herald Office Supply, Inc.'s Herald Group of Employees Profit Sharing Plan reported $8M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #5,387 in Retail Trade (8,414 peers)
Coverage in South Carolina
Herald Group of Employees Profit Sharing Plan covers 160 participants in South Carolina, about 43% of the average South Carolina filer (state average ~369 per filing). Assets: $8M.
- #5,387
- in Retail Trade (8,414 peers)
- +10.7%
- assets growth YoY
Herald Group of Employees Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Herald Group of Employees Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,947,249 Top 46% higher than 54% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Herald Group of Employees Profit Sharing 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. Herald Group of Employees Profit Sharing Plan sits mid-pack in the medium band (160 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Herald Group of Employees Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $767K in the plan year 2023 filing.
- Herald Group of Employees Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Herald Group of Employees Profit Sharing Plan reported participants fell from 165 in the plan year 2022 filing to 160 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 570782942 · Herald Office Supply, Inc. PY 2023 · 401(k)
Herald Group of Employees Profit Sharing Plan · $8M · 160 · 54th
- BOY $8M
- BOY 160
- BOY 54th
- BOY 401(k)
- BOY near Titan Transfer, Inc. 401(k) Profit Sharing Plan and Trust
- BOY ind #5387
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 Retail Trade retirement plans → · Plans in South Carolina →
Herald Group of Employees Profit Sharing Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $767K |
| Employer EIN | 570782942 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Herald Office Supply, Inc.)
Sponsor-wide plan assets over time
All Herald Office Supply, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 13.178204098277547% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $7M |
| 2023 | 1 | 160 | $8M |
| 2024 | 1 | 141 | $8M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Herald Group of Employees Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Titan Transfer, Inc. 401(k) Profit Sharing Plan and Trust in TN ($8M); by covered participants it is 8-Koi, Inc. 401(k) Plan in FL (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.
- 8-Koi, Inc. 401(k) Plan (FL) 160 · 0 off
- Lightforce USA Inc.401(k) Plan (ID) 160 · 0 off
- Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan (WV) 160 · 0 off
- Aligned Equity Partners, LLC Retirement Plan (TN) 160 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.