401(k) · DOL Form 5500 · 2023

Hercules Forwarding, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
319
Participants Below avg headcount
66th
Percentile by assets National rank
$44,278
Avg per participant Low balance/head
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Official DOL plan name: Hercules Forwarding, Inc. Retirement Plan · Sponsored by Hercules Forwarding, Inc. · Illinois · Transportation & Warehousing

$14M in assets, 319 participants

Hercules Forwarding, Inc.'s Hercules Forwarding, Inc. Retirement Plan reported $14M in total assets and 319 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #2,222 in Transportation & Warehousing (3,362 peers)

Coverage in Illinois

Hercules Forwarding, Inc. Retirement Plan covers 319 participants in Illinois, about 41% of the average Illinois filer (state average ~779 per filing). Assets: $14M.

#2,222
in Transportation & Warehousing (3,362 peers)
+13.6%
assets growth YoY

Hercules Forwarding, Inc. Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Hercules Forwarding, Inc. Retirement Plan vs every filed plan by assets

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

$14,124,683 Top 34% higher than 66% 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

Hercules Forwarding, Inc. Retirement 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. Hercules Forwarding, Inc. Retirement Plan sits mid-pack in the medium band (319 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hercules Forwarding, Inc. Retirement Plan reported net income rose from -$822K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hercules Forwarding, Inc. Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954285131 · Hercules Forwarding, Inc. PY 2023 · 401(k)

Hercules Forwarding, Inc. Retirement Plan · $14M · 319 · 66th

  • IND $14M
  • IND 319
  • IND 66th
  • IND 401(k)
  • IND near Rqi Partners Retirement and Investment Plan
  • IND ind #2222

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 Transportation & Warehousing retirement plans → · Plans in Illinois →

Hercules Forwarding, Inc. Retirement Plan in the asset neighbourhood

Americare Systems, Inc. Retirement Savings PlanAmericare Systems, Inc. Reti…$14MEye Care Physicians & Surgeons, Inc. 401(k) Profit Sharing PlanEye Care Physicians & Surgeo…$14MJtekt Column Systems North America Corporation 401(k) PlanJtekt Column Systems North A…$14MHercules Forwarding, Inc. Retirement PlanHercules Forwarding, Inc. Re…$14MRqi Partners Retirement and Investment PlanRqi Partners Retirement and …$14M
End-of-year total assets ($M) among Hercules Forwarding, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN954285131
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hercules Forwarding, Inc.)

Sponsor-wide plan assets over time

All Hercules Forwarding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 13.017653392248452% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.4M $14.1M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 322 $12M
2023 1 319 $14M
2024 1 387 $14M

Nearby 401(k) Plans in Illinois

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

Hercules Forwarding, Inc. Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Hercules Forwarding, Inc. Retirement Plan, Total assets ($B): 0.014124683 · Participants: 319Hercules Forwarding, Inc. Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Hercules Forwarding, Inc. Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Hercules Forwarding, Inc. Retirement Plan side-by-side with 3 peers →

Hercules Forwarding, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Rqi Partners Retirement and Investment Plan in NY ($14M); by covered participants it is Capital Cardiology Associates, PC Profit Sharing 401(k) Plan in NY (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 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 Hercules Forwarding, Inc. Retirement Plan assets move in 2023? ▼
Hercules Forwarding, Inc. Retirement Plan grew at a solid clip - up 13.6% during 2023, from $12M to $14M. Reported net income was $2M.
How have Hercules Forwarding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hercules Forwarding, Inc.'s sponsor-wide assets grew 13.0%, from $12M to $14M.
Which 401(k) plans are similar in size to Hercules Forwarding, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rqi Partners Retirement and Investment Plan in NY ($14M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Hercules Forwarding, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Cardiology Associates, PC Profit Sharing 401(k) Plan in NY (319 participants, $71M 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 954285131.

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.