401(k) · DOL Form 5500 · 2023

Herzog Transit Services, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
221
Participants Below avg headcount
62nd
Percentile by assets National rank
$52,142
Avg per participant Low balance/head
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Official DOL plan name: Herzog Transit Services, Inc. 401(k) Plan - Union · Sponsored by Herzog Transit Services, Inc. · Texas · Transportation & Warehousing

$12M in assets, 221 participants

Herzog Transit Services, Inc.'s Herzog Transit Services, Inc. 401(k) Plan - Union reported $12M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #2,096 in Transportation & Warehousing (3,362 peers)

Coverage in Texas

Herzog Transit Services, Inc. 401(k) Plan - Union covers 221 participants in Texas, about 32% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#2,096
in Transportation & Warehousing (3,362 peers)
+61.9%
assets growth YoY

Herzog Transit Services, Inc. 401(k) Plan - Union's mid-pack asset rank among Transportation & Warehousing and all filers

Herzog Transit Services, Inc. 401(k) Plan - Union vs every filed plan by assets

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

$11,523,283 Top 38% higher than 62% 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

Herzog Transit Services, Inc. 401(k) Plan - Union 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. Herzog Transit Services, Inc. 401(k) Plan - Union sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Herzog Transit Services, Inc. 401(k) Plan - Union reported net income rose from -$303K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Herzog Transit Services, Inc. 401(k) Plan - Union end-of-year assets rose from $7M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Herzog Transit Services, Inc. 401(k) Plan - Union reported participants rose from 211 in the plan year 2022 filing to 221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 431649412 · Herzog Transit Services, Inc. PY 2023 · 401(k)

Herzog Transit Services, Inc. 401(k) Plan - Union · $12M · 221 · 62nd

  • IND $12M
  • IND 221
  • IND 62nd
  • IND 401(k)
  • IND near Hickmans Egg Ranch, Inc. 401(k)
  • IND ind #2096

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 Texas →

Herzog Transit Services, Inc. 401(k) Plan - Union in the asset neighbourhood

Herzog Transit Services, Inc. 401(k) Plan - UnionHerzog Transit Services, Inc…$12MHickmans Egg Ranch, Inc. 401(k)Hickmans Egg Ranch, Inc. 401…$12MTempositions, Inc. 401(k) PlanTempositions, Inc. 401(k) Pl…$12MAstech Holdco, LLC Retirement Savings PlanAstech Holdco, LLC Retiremen…$12MThe Markets, LLC 401(k) Plan$12M
End-of-year total assets ($M) among Herzog Transit Services, Inc. 401(k) Plan - Union and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN431649412
Plan Effective Date2017-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herzog Transit Services, Inc.)

Sponsor-wide plan assets over time

All Herzog Transit Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 100.79116919098556% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.12M $14.3M ▲ +100.7%
Year Plans Participants Total Assets
2022 1 211 $7M
2023 1 221 $12M
2024 1 296 $14M

Nearby 401(k) Plans in Texas

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

Herzog Transit Services, Inc. 401(k) Plan - Union vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Herzog Transit Services, Inc. 401(k) Plan - Union, Total assets ($B): 0.011523283 · Participants: 221Herzog Transit Services, Inc. 401(k) Plan - UnionAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Herzog Transit Services, Inc. 401(k) Plan - Union vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Herzog Transit Services, Inc. 401(k) Plan - Union side-by-side with 3 peers →

Herzog Transit Services, Inc. 401(k) Plan - Union's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Hickmans Egg Ranch, Inc. 401(k) in AZ ($12M); by covered participants it is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Herzog Transit Services, Inc. 401(k) Plan - Union assets move in 2023? ▼
Herzog Transit Services, Inc. 401(k) Plan - Union surged - up 61.9% during 2023, from $7M to $12M. Reported net income was $2M.
How have Herzog Transit Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herzog Transit Services, Inc.'s sponsor-wide assets grew 100.8%, from $7M to $14M.
Which 401(k) plans are similar in size to Herzog Transit Services, Inc. 401(k) Plan - Union? ▼
Among 401(k) plans in other states, the closest by assets is Hickmans Egg Ranch, Inc. 401(k) in AZ ($12M, 578 participants).
Which 401(k) plans cover a similar participant headcount to Herzog Transit Services, Inc. 401(k) Plan - Union? ▼
Among 401(k) plans in other states, the closest by covered participants is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants, $3M 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 431649412.

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.