Defined Benefit (Pension) · DOL Form 5500 · 2023

IRA Hermann, Sole Proprietor Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
36th
Percentile by assets National rank
$626,333
Avg per participant High balance/head
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Official DOL plan name: IRA Hermann, Sole Proprietor Defined Benefit Pension Plan · Sponsored by IRA Hermann, Sole Proprietor · California · Finance & Insurance

$3M in assets, 5 participants

IRA Hermann, Sole Proprietor's IRA Hermann, Sole Proprietor Defined Benefit Pension Plan reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,236 in Finance & Insurance (8,869 peers)

IRA Hermann, Sole Proprietor multi-year trail

IRA Hermann, Sole Proprietor's plans moved +17.9% in assets from 2022 to 2023; this filing shows IRA Hermann, Sole Proprietor Defined Benefit Pension Plan at $3M / 5 participants.

#2,236
in Finance & Insurance (8,869 peers)
+17.9%
assets growth YoY

IRA Hermann, Sole Proprietor Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

IRA Hermann, Sole Proprietor Defined Benefit Pension Plan vs every filed plan by assets

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

$3,131,666 36th percentile higher than 36% 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

IRA Hermann, Sole Proprietor Defined Benefit Pension 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. IRA Hermann, Sole Proprietor Defined Benefit Pension Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IRA Hermann, Sole Proprietor Defined Benefit Pension Plan reported net income rose from -$301K in the plan year 2022 filing to $475K in the plan year 2023 filing.
  • IRA Hermann, Sole Proprietor Defined Benefit Pension Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • IRA Hermann, Sole Proprietor Defined Benefit Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330086372 · IRA Hermann, Sole Proprietor PY 2023 · Defined Benefit (Pension)

IRA Hermann, Sole Proprietor Defined Benefit Pension Plan · $3M · 5 · 36th

  • BOY $3M
  • BOY 5
  • BOY 36th
  • BOY Defined Benefit (Pension)
  • BOY near The Buckeye Pipe Line Services Company Retirement Income Guarantee Plan
  • BOY ind #2236

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 Finance & Insurance retirement plans → · Plans in California →

IRA Hermann, Sole Proprietor Defined Benefit Pension Plan in the asset neighbourhood

Langdale Forest Products Company Pension PlanLangdale Forest Products Com…$3MIRA Hermann, Sole Proprietor Defined Benefit Pension PlanIRA Hermann, Sole Proprietor…$3MThe Buckeye Pipe Line Services Company Retirement Income Guarantee PlanThe Buckeye Pipe Line Servic…$3MLsc Communications Pension PlanLsc Communications Pension P…$3MAllgate Financial, LLC Cash Balance Pension Plan & TrustAllgate Financial, LLC Cash …$3M
End-of-year total assets ($M) among IRA Hermann, Sole Proprietor Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

IRA Hermann, Sole Proprietor multi-year asset trail

Sponsor-wide plan assets over time

All IRA Hermann, Sole Proprietor plans reported in each filing year

Latest sponsor-wide plan assets
$3M 17.881549532281795% vs 2022
2023 filing year
$2.6M$2.8M$3M$3.2M 20222023 $2.66M $3.13M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 5 $3M

IRA Hermann, Sole Proprietor filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$475K
Employer EIN330086372
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

IRA Hermann, Sole Proprietor Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants IRA Hermann, Sole Proprietor Defined Benefit Pension Plan, Total assets ($B): 0.003131666 · Participants: 5IRA Hermann, Sole Proprietor Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
IRA Hermann, Sole Proprietor Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare IRA Hermann, Sole Proprietor Defined Benefit Pension Plan side-by-side with 3 peers →

IRA Hermann, Sole Proprietor Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The Buckeye Pipe Line Services Company Retirement Income Guarantee Plan in PA ($3M); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 IRA Hermann, Sole Proprietor Defined Benefit Pension Plan assets move in 2023? ▼
IRA Hermann, Sole Proprietor Defined Benefit Pension Plan grew sharply - up 17.9% during 2023, from $3M to $3M. Reported net income was $475K.
How have IRA Hermann, Sole Proprietor plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), IRA Hermann, Sole Proprietor's sponsor-wide assets grew 17.9%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to IRA Hermann, Sole Proprietor Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Buckeye Pipe Line Services Company Retirement Income Guarantee Plan in PA ($3M, 8 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IRA Hermann, Sole Proprietor Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 330086372.

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.