Profit Sharing · DOL Form 5500 · 2023

Herring Partners Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
33rd
Percentile by assets National rank
$833,333
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#5,826
in Healthcare & Social Assistance (17,684 peers)
+177.8%
assets growth YoY

Herring Partners Retirement Plan among the smaller filed plans by assets

Herring Partners Retirement Plan vs every filed plan by assets

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

$2,500,000 33rd percentile higher than 33% 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

Herring Partners Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herring Partners Retirement Plan is a micro filing (3 participants), the leftmost band.

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 851072736 · Herring Partners PY 2023 · Profit Sharing

Herring Partners Retirement Plan · $3M · 3 · 33rd

  • BOY $3M
  • BOY 3
  • BOY 33rd
  • BOY Profit Sharing
  • BOY near Learning First, Inc. Retirement Plan
  • BOY ind #5826

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Herring Partners Retirement Plan in the asset neighbourhood

Herring Partners Retirement PlanHerring Partners Retirement …$3MLearning First, Inc. Retirement PlanLearning First, Inc. Retirem…$3MJd & Sd Inc. Retirement Plan$3MEmpire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Tri-City Highway Products, Inc.Empire State Highway Contrac…$2MSaint Jacques @ the Burke Manor Inn, Inc. Profit Sharing PlanSaint Jacques @ the Burke Ma…$3M
End-of-year total assets ($M) among Herring Partners Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Herring Partners multi-year asset trail

Sponsor-wide plan assets over time

All Herring Partners plans reported in each filing year

Latest sponsor-wide plan assets
$2M 166.66666666666669% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $0.9M $2.4M ▲ +166.7%
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 EIN851072736
Plan Effective Date2020-09-24
Filing StatusFILING 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 Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Herring Partners Retirement Plan, Total assets ($B): 0.0025 · Participants: 3Herring Partners Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Herring Partners Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Herring Partners Retirement Plan side-by-side with 3 peers →

Herring Partners Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Learning First, Inc. Retirement Plan in NJ ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Herring Partners Retirement Plan assets move in 2023? ▼
Herring Partners Retirement Plan surged - up 177.8% during 2023, from $900K to $3M. Reported net income was $2M.
How have Herring Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herring Partners's sponsor-wide assets grew 166.7%, from $900K to $2M.
Which Profit Sharing plans are similar in size to Herring Partners Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Learning First, Inc. Retirement Plan in NJ ($3M, 28 participants).
Which Profit Sharing plans cover a similar participant headcount to Herring Partners Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 851072736.

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.