401(k) · DOL Form 5500 · 2023

Herrick, Feinstein LLP 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
128
Participants Small participant base
88th
Percentile by assets National rank
$531,390
Avg per participant High balance/head
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Official DOL plan name: Herrick, Feinstein LLP Savings and Profit Sharing Plan · Sponsored by Herrick, Feinstein LLP · New York · Professional & Technical Services

$68M in assets, 128 participants

Herrick, Feinstein LLP's Herrick, Feinstein LLP Savings and Profit Sharing Plan reported $68M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,213 in Professional & Technical Services (20,321 peers)

Coverage in New York

Herrick, Feinstein LLP Savings and Profit Sharing Plan covers 128 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $68M.

#18,213
in Professional & Technical Services (20,321 peers)
+22.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Herrick, Feinstein LLP Savings and Profit Sharing Plan's outsized position by total assets

Herrick, Feinstein LLP Savings and Profit Sharing Plan vs every filed plan by assets

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

$68,017,888 Top 12% higher than 88% 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

Herrick, Feinstein LLP Savings and 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. Herrick, Feinstein LLP Savings and Profit Sharing Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Herrick, Feinstein LLP Savings and Profit Sharing Plan reported net income rose from -$17M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Herrick, Feinstein LLP Savings and Profit Sharing Plan end-of-year assets rose from $56M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Herrick, Feinstein LLP Savings and Profit Sharing Plan reported participants rose from 118 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 132991662 · Herrick, Feinstein LLP PY 2023 · 401(k)

Herrick, Feinstein LLP Savings and Profit Sharing Plan · $68M · 128 · 88th

  • EIN $68M
  • EIN 128
  • EIN 88th
  • EIN 401(k)
  • EIN near Evans Petree PC 401(k) Plan and Trust
  • EIN ind #18213

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 Professional & Technical Services retirement plans → · Plans in New York →

Herrick, Feinstein LLP Savings and Profit Sharing Plan in the asset neighbourhood

Bassett Furniture Ind. Inc. 401(k) PlanBassett Furniture Ind. Inc. …$68MBettcher Industries, Inc. 401(k) Retirement Savings PlanBettcher Industries, Inc. 40…$68MZen-Noh Grain Corporation Retirement Savings PlanZen-Noh Grain Corporation Re…$68MHerrick, Feinstein LLP Savings and Profit Sharing PlanHerrick, Feinstein LLP Savin…$68MEvans Petree PC 401(k) Plan and TrustEvans Petree PC 401(k) Plan …$68M
End-of-year total assets ($M) among Herrick, Feinstein LLP Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$68M
Net Income$12M
Employer EIN132991662
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herrick, Feinstein LLP)

Sponsor-wide plan assets over time

All Herrick, Feinstein LLP plans reported in each filing year

Latest sponsor-wide plan assets
$115M 41.632752479804594% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $81M $115M ▲ +41.6%
Year Plans Participants Total Assets
2022 2 249 $81M
2023 2 270 $98M
2024 2 261 $115M

Nearby 401(k) Plans in New York

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

Herrick, Feinstein LLP Savings and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Herrick, Feinstein LLP Savings and Profit Sharing Plan, Total assets ($B): 0.068017888 · Participants: 128Herrick, Feinstein LLP Savings and Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Herrick, Feinstein LLP Savings and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Herrick, Feinstein LLP Savings and Profit Sharing Plan side-by-side with 3 peers →

Herrick, Feinstein LLP Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Evans Petree PC 401(k) Plan and Trust in TN ($68M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Herrick, Feinstein LLP Savings and Profit Sharing Plan assets move in 2023? ▼
Herrick, Feinstein LLP Savings and Profit Sharing Plan grew sharply - up 22.1% during 2023, from $56M to $68M. Reported net income was $12M.
How have Herrick, Feinstein LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herrick, Feinstein LLP's sponsor-wide assets grew 41.6%, from $81M to $115M.
Where does Herrick, Feinstein LLP Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Herrick, Feinstein LLP Savings and Profit Sharing Plan ranks in the 88th 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 Herrick, Feinstein LLP Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evans Petree PC 401(k) Plan and Trust in TN ($68M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Herrick, Feinstein LLP Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 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 132991662.

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.