401(k) · DOL Form 5500 · 2023
Herzing University, Ltd 401(k) Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 1,420
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $37,938
- Avg per participant Low balance/head
Official DOL plan name: Herzing University, Ltd. Savings Plan · Sponsored by Herzing University, Ltd · Wisconsin · Educational Services
$54M in assets, 1,420 participants
Herzing University, Ltd's Herzing University, Ltd. Savings Plan reported $54M in total assets and 1,420 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #2,819 in Educational Services (3,735 peers)
Coverage in Wisconsin
Herzing University, Ltd. Savings Plan covers 1,420 participants in Wisconsin, 2.5x the typical Wisconsin plan (state average ~563 per filing). Assets: $54M.
- #2,819
- in Educational Services (3,735 peers)
- +23.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Herzing University, Ltd. Savings Plan's outsized position by total assets
Herzing University, Ltd. Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$53,872,097 Top 14% higher than 86% 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
Herzing University, Ltd. Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herzing University, Ltd. Savings Plan lands in the large band (1,420 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Herzing University, Ltd. Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Herzing University, Ltd. Savings Plan end-of-year assets rose from $44M in the plan year 2022 filing to $54M in the plan year 2023 filing.
- Herzing University, Ltd. Savings Plan reported participants rose from 1,269 in the plan year 2022 filing to 1,420 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 271503981 · Herzing University, Ltd PY 2023 · 401(k)
Herzing University, Ltd. Savings Plan · $54M · 1,420 · 86th
- SCH $54M
- EBSA 1,420
- PART 86th
- TYPE 401(k)
- NET near Neighborhood Health Plan of Rhode Island 401(k) Plan
- BOOK ind #2819
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 Educational Services retirement plans → · Plans in Wisconsin →
Herzing University, Ltd. Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $10M |
| Employer EIN | 271503981 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Herzing University, Ltd)
Sponsor-wide plan assets over time
All Herzing University, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 41.806553566589066% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,269 | $44M |
| 2023 | 1 | 1,420 | $54M |
| 2024 | 1 | 1,463 | $62M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Herzing University, Ltd. Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Neighborhood Health Plan of Rhode Island 401(k) Plan in RI ($54M); by covered participants it is Six3 Advanced Systems Profit Sharing Plan in VA (1,420 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
- Neighborhood Health Plan of Rhode Island 401(k) Plan (RI) $54M · 626
- Crest Foods Co., Inc. 401(k) and Profit Sharing Plan (IL) $54M · 526
- The Larson Group 401(k) Plan (MO) $54M · 1,204
- Gas South 401(k) Plan (GA) $54M · 406
Similar participant headcount
Nearest other-state filings by covered participants (1,420 participants); asset peers above are excluded.
- Six3 Advanced Systems Profit Sharing Plan (VA) 1,420 · 0 off
- Chicanos Por La Causa, Inc. 401(k) Plan (AZ) 1,420 · 0 off
- Repligen 401(k) Savings Plan (MA) 1,420 · 0 off
- Cohesity, Inc. 401(k) Plan (CA) 1,419 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.