Profit Sharing · DOL Form 5500 · 2023
Herring Partners Profit Sharing Plan
Data updated 2026-08-11
- $3M
- Total assets
- 3
- Participants
- 33rd
- Percentile by assets
- $833,333
- Avg per participant
Official DOL plan name: Herring Partners Retirement Plan · Sponsored by Herring Partners · California · Healthcare & Social Assistance
$3M in assets, 3 participants
Herring Partners's Herring Partners Retirement Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- 33rd percentile by assets (of 127,072 plans)
- #5,826 in Healthcare & Social Assistance (17,684 peers)
Herring Partners multi-year trail
Herring Partners's plans moved +166.7% in assets from 2022 to 2024; this filing shows Herring Partners Retirement Plan at $3M / 3 participants.
- $3M
- total plan assets (2023 EOY)
- 3
- covered participants
- 33rd
- percentile by assets (of 127,072 plans)
- $833,333
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Herring Partners Retirement Plan end-of-year assets rose from $900K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Herring Partners Retirement Plan reported net income rose from $787K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Herring Partners Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
Herring Partners across 3 plan years on file
Across the 3 plan years Herring Partners has on file (2022-2024), sponsor-wide plan assets have moved from $900K to $2M, a gain of 166.7%, while reported participants moved from 2 to 5 (+150.0%). Peak year by sponsor assets: 2023 ($3M); trough: 2022 ($900K).
Herring Partners multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $900K |
| 2023 | 1 | 3 | $3M |
| 2024 | 1 | 5 | $2M |
Herring Partners filing trail (2023)
| Total Assets (Beginning of Year) | $900K |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $2M |
| Employer EIN | 851072736 |
| Plan Effective Date | 2020-09-24 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Herring Partners Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Herring Partners Retirement Plan by total assets, not by location.
- Learning First, Inc. Retirement Plan (NJ) $3M · 28
- Jd & Sd Inc. Retirement Plan (OH) $3M · 6
- Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Tri-City Highway Products, Inc. (NY) $2M · 80
- Saint Jacques @ the Burke Manor Inn, Inc. Profit Sharing Plan (NC) $3M · 6
Frequently Asked Questions
How did Herring Partners Retirement Plan assets move in 2023? ▼
How have Herring Partners plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Herring Partners Retirement Plan? ▼
Next read for Herring Partners Retirement Plan
Multi-year trail
Ways to act on Herring Partners Retirement Plan's numbers.
- By total assets, Herring Partners Retirement Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Herring Partners's sponsor-wide assets have grown 166.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans