401(k) · DOL Form 5500 · 2023

Hertrich Family of Automobile Dealers 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
791
Participants Near avg headcount
82nd
Percentile by assets National rank
$46,283
Avg per participant Low balance/head
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Official DOL plan name: Hertrich Family of Automobile Dealers 401 (K) Plan · Sponsored by Hertrich Family of Automobile Dealers · Delaware · Retail Trade

$37M in assets, 791 participants

Hertrich Family of Automobile Dealers's Hertrich Family of Automobile Dealers 401 (K) Plan reported $37M in total assets and 791 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,549 in Retail Trade (8,414 peers)

Where Hertrich Family of Automobile Dealers 401 (K) Plan sits by assets

Hertrich Family of Automobile Dealers 401 (K) Plan sits in the top quartile of all filed plans by assets, $37M for 791 participants (~$46,283/participant), up 27.1% in 2023.

#7,549
in Retail Trade (8,414 peers)
+27.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hertrich Family of Automobile Dealers 401 (K) Plan's outsized position by total assets

Hertrich Family of Automobile Dealers 401 (K) Plan vs every filed plan by assets

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

$36,610,155 Top 18% higher than 82% 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

Hertrich Family of Automobile Dealers 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. Hertrich Family of Automobile Dealers 401 (K) Plan sits mid-pack in the medium band (791 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hertrich Family of Automobile Dealers 401 (K) Plan reported net income rose from -$2M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Hertrich Family of Automobile Dealers 401 (K) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Hertrich Family of Automobile Dealers 401 (K) Plan reported participants rose from 686 in the plan year 2022 filing to 791 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 510302019 · Hertrich Family of Automobile Dealers PY 2023 · 401(k)

Hertrich Family of Automobile Dealers 401 (K) Plan · $37M · 791 · 82nd

  • ASSETS $37M
  • PCT 791
  • EIN 82nd
  • RANK 401(k)
  • PHOTO near Hager Hinge Company Savings Retirement Plan
  • IND ind #7549

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 Delaware →

Hertrich Family of Automobile Dealers 401 (K) Plan in the asset neighbourhood

Lfb USA, Inc. 401(k) Plan$37MTrumark Financial Credit Union Retirement Savings PlanTrumark Financial Credit Uni…$37MHertrich Family of Automobile Dealers 401 (K) PlanHertrich Family of Automobil…$37MHager Hinge Company Savings Retirement PlanHager Hinge Company Savings …$37MData Systems, Inc. Profit Sharing Plan and TrustData Systems, Inc. Profit Sh…$37M
End-of-year total assets ($M) among Hertrich Family of Automobile Dealers 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$37M
Net Income$8M
Employer EIN510302019
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hertrich Family of Automobile Dealers)

Sponsor-wide plan assets over time

All Hertrich Family of Automobile Dealers plans reported in each filing year

Latest sponsor-wide plan assets
$42M 45.03554388839918% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.8M $41.8M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 686 $29M
2023 1 791 $37M
2024 1 902 $42M

Nearby 401(k) Plans in Delaware

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

Hertrich Family of Automobile Dealers 401 (K) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. 050001000015000 -202468 Total assets ($B) Participants Hertrich Family of Automobile Dealers 401 (K) Plan, Total assets ($B): 0.036610155 · Participants: 791Hertrich Family of Automobile Dealers 401 (K) PlanAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Hertrich Family of Automobile Dealers 401 (K) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Hertrich Family of Automobile Dealers 401 (K) Plan side-by-side with 3 peers →

Hertrich Family of Automobile Dealers 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Hager Hinge Company Savings Retirement Plan in MO ($37M); by covered participants it is Buyers Edge Platform 401(k) Plan in MA (791 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (791 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 Hertrich Family of Automobile Dealers 401 (K) Plan assets move in 2023? ▼
Hertrich Family of Automobile Dealers 401 (K) Plan grew sharply - up 27.1% during 2023, from $29M to $37M. Reported net income was $8M.
How have Hertrich Family of Automobile Dealers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hertrich Family of Automobile Dealers's sponsor-wide assets grew 45.0%, from $29M to $42M.
Where does Hertrich Family of Automobile Dealers 401 (K) Plan rank by assets among Form 5500 filers? ▼
Hertrich Family of Automobile Dealers 401 (K) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hertrich Family of Automobile Dealers 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hager Hinge Company Savings Retirement Plan in MO ($37M, 361 participants).
Which 401(k) plans cover a similar participant headcount to Hertrich Family of Automobile Dealers 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Buyers Edge Platform 401(k) Plan in MA (791 participants, $52M 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 510302019.

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.