401(k) · DOL Form 5500 · 2023

Hertz Associates Ltd. 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
169
Participants Small participant base
87th
Percentile by assets National rank
$340,674
Avg per participant High balance/head
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Official DOL plan name: Hertz Associates Ltd. Profit Sharing Plan · Sponsored by Hertz Associates Ltd. · Iowa · Agriculture, Forestry & Fishing

$58M in assets, 169 participants

Hertz Associates Ltd.'s Hertz Associates Ltd. Profit Sharing Plan reported $58M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #1,184 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Iowa

Hertz Associates Ltd. Profit Sharing Plan covers 169 participants in Iowa, about 28% of the average Iowa filer (state average ~609 per filing). Assets: $58M.

#1,184
in Agriculture, Forestry & Fishing (1,288 peers)
+19.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Hertz Associates Ltd. Profit Sharing Plan's outsized position by total assets

Hertz Associates Ltd. Profit Sharing Plan vs every filed plan by assets

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

$57,573,877 Top 13% higher than 87% 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 Associates Ltd. Profit Sharing 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. Hertz Associates Ltd. Profit Sharing Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hertz Associates Ltd. Profit Sharing Plan reported net income rose from -$11M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Hertz Associates Ltd. Profit Sharing Plan end-of-year assets rose from $48M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Hertz Associates Ltd. Profit Sharing Plan reported participants rose from 167 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 420867198 · Hertz Associates Ltd. PY 2023 · 401(k)

Hertz Associates Ltd. Profit Sharing Plan · $58M · 169 · 87th

  • IND $58M
  • IND 169
  • IND 87th
  • IND 401(k)
  • IND near M.S. Walker Retirement Trust
  • IND ind #1184

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →

Hertz Associates Ltd. Profit Sharing Plan in the asset neighbourhood

Czarnowski Display Service, Inc. 401(k) PlanCzarnowski Display Service, …$58MSouthern Bank 401(k) Retirement PlanSouthern Bank 401(k) Retirem…$58MHertz Associates Ltd. Profit Sharing PlanHertz Associates Ltd. Profit…$58MM.S. Walker Retirement Trust$58MVir Biotechnology 401(k) Plan$58M
End-of-year total assets ($M) among Hertz Associates Ltd. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$58M
Net Income$9M
Employer EIN420867198
Plan Effective Date1966-02-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Hertz Associates Ltd.)

Sponsor-wide plan assets over time

All Hertz Associates Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 29.001038763378624% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48.4M $62.4M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 167 $48M
2023 1 169 $58M
2024 1 177 $62M

Nearby 401(k) Plans in Iowa

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

Hertz Associates Ltd. Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Hertz Associates Ltd. Profit Sharing Plan, Total assets ($B): 0.057573877 · Participants: 169Hertz Associates Ltd. Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Hertz Associates Ltd. Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Hertz Associates Ltd. Profit Sharing Plan side-by-side with 3 peers →

Hertz Associates Ltd. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is M.S. Walker Retirement Trust in MA ($58M); by covered participants it is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($58M here).

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Associates Ltd. Profit Sharing Plan assets move in 2023? ▼
Hertz Associates Ltd. Profit Sharing Plan grew sharply - up 19.0% during 2023, from $48M to $58M. Reported net income was $9M.
How have Hertz Associates Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hertz Associates Ltd.'s sponsor-wide assets grew 29.0%, from $48M to $62M.
Where does Hertz Associates Ltd. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hertz Associates Ltd. Profit Sharing Plan ranks in the 87th 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 Hertz Associates Ltd. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is M.S. Walker Retirement Trust in MA ($58M, 509 participants).
Which 401(k) plans cover a similar participant headcount to Hertz Associates Ltd. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants, N/A 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 420867198.

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.