401(k) · DOL Form 5500 · 2023

Hertz Investment Group, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
212
Participants Below avg headcount
67th
Percentile by assets National rank
$70,418
Avg per participant Below avg balance/head
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Official DOL plan name: Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T · Sponsored by Hertz Investment Group, Inc. · California · Real Estate

$15M in assets, 212 participants

Hertz Investment Group, Inc.'s Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T reported $15M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,896 in Real Estate (4,727 peers)

Coverage in California

Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T covers 212 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $15M.

#3,896
in Real Estate (4,727 peers)
+5.1%
assets growth YoY

Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T's outsized position by total assets

Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T vs every filed plan by assets

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

$14,928,525 Top 33% higher than 67% 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

Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T 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. Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T reported net income rose from -$3M in the plan year 2022 filing to $724K in the plan year 2023 filing.
  • Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T reported participants fell from 227 in the plan year 2022 filing to 212 in the plan year 2023 filing.
  • Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954627972 · Hertz Investment Group, Inc. PY 2023 · 401(k)

Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T · $15M · 212 · 67th

  • IND $15M
  • IND 212
  • IND 67th
  • IND 401(k)
  • IND near Competition Tire East, Inc. 401(k) Plan
  • IND ind #3896

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 Real Estate retirement plans → · Plans in California →

Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T in the asset neighbourhood

Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and THertz Investment Group, Inc.…$15MCompetition Tire East, Inc. 401(k) PlanCompetition Tire East, Inc. …$15MPep Printing, Inc. 401(k) Profit Sharing PlanPep Printing, Inc. 401(k) Pr…$15MJackson Tube Service, Inc. 401(k) PlanJackson Tube Service, Inc. 4…$15MCaps Visual Communications, LLC 401(k) PlanCaps Visual Communications, …$15M
End-of-year total assets ($M) among Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$724K
Employer EIN954627972
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hertz Investment Group, Inc.)

Sponsor-wide plan assets over time

All Hertz Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 1.862616369963256% vs 2022
2024 filing year
$13.5M$14M$14.5M$15M$15.5M 202220232024 $14.2M $13.9M ▼ -1.8%
Year Plans Participants Total Assets
2022 1 227 $14M
2023 1 212 $15M
2024 1 176 $14M

Nearby 401(k) Plans in California

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

Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T, Total assets ($B): 0.014928525 · Participants: 212Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and TWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T vs. nearby 401(k) plans in California, assets vs. participants
Compare Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T side-by-side with 3 peers →

Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Competition Tire East, Inc. 401(k) Plan in PA ($15M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T assets move in 2023? ▼
Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T grew at a solid clip - up 5.1% during 2023, from $14M to $15M. Reported net income was $724K.
How have Hertz Investment Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hertz Investment Group, Inc.'s sponsor-wide assets declined 1.9%, from $14M to $14M.
Which 401(k) plans are similar in size to Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T? ▼
Among 401(k) plans in other states, the closest by assets is Competition Tire East, Inc. 401(k) Plan in PA ($15M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Hertz Investment Group, Inc. 401(k) Profit Sharing Plan and T? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants, $5M 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 954627972.

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.