401(k) · DOL Form 5500 · 2023

Herzog Contracting Corp. 401(k) Plan

Data updated 2026-08-11

$126M
Total assets: 1,355
Participants: 93rd
Percentile by assets: $93,183
Avg per participant

Official DOL plan name: Herzog Contracting Corp. 401(k) Plan · Sponsored by Herzog Contracting Corp. · Missouri · Construction

$126M in assets, 1,355 participants

Herzog Contracting Corp.'s Herzog Contracting Corp. 401(k) Plan reported $126M in total assets and 1,355 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 127,072 plans)
#8,232 in Construction (9,030 peers)

Where Herzog Contracting Corp. 401(k) Plan sits by assets

Herzog Contracting Corp. 401(k) Plan sits in the top 10% of all filed plans by assets, $126M for 1,355 participants (~$93,183/participant), up 24.3% in 2023.

$126M
total plan assets (2023 EOY): 1,355
covered participants: 93rd
percentile by assets (of 127,072 plans): $93,183
avg assets per participant

Herzog Contracting Corp. 401(k) Plan reported net income rose from -$15M in the plan year 2022 filing to $27M in the plan year 2023 filing.
Herzog Contracting Corp. 401(k) Plan end-of-year assets rose from $102M in the plan year 2022 filing to $126M in the plan year 2023 filing.
Herzog Contracting Corp. 401(k) Plan reported participants rose from 1,320 in the plan year 2022 filing to 1,355 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Missouri

Industry

Construction

Herzog Contracting Corp. 401(k) Plan vs the 2023 asset distribution

By assets, Herzog Contracting Corp. 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$102M
Net Assets (End of Year)	$126M
Net Income	$27M
Employer EIN	430918005
Plan Effective Date	1998-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Herzog Contracting Corp.)

Total plan assets by year, all Herzog Contracting Corp. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,320	$102M
2023	1	1,355	$126M
2024	1	1,397	$154M

Nearby 401(k) Plans in Missouri

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

Herzog Contracting Corp. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
Centene Management Corporation Retirement Plan $4.0B · 53,822
Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316

Compare Herzog Contracting Corp. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Herzog Contracting Corp. 401(k) Plan by total assets, not by location.

The Alerislife Retirement Plan (MA) $126M · 9,391
IBEW Local Union No 252 Def Contrib Plan 401(k) Plan (MI) $126M · 1,295
Marten Transport Retirement Savings Plan (WI) $126M · 4,047
Cutco Corporation Salaried Employees' Savings Plan (NY) $126M · 375

Frequently Asked Questions

How did Herzog Contracting Corp. 401(k) Plan assets move in 2023? ▼

Herzog Contracting Corp. 401(k) Plan grew sharply - up 24.3% during 2023, from $102M to $126M. Reported net income was $27M.

How have Herzog Contracting Corp. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Herzog Contracting Corp.'s sponsor-wide assets grew 51.5%, from $102M to $154M.

Where does Herzog Contracting Corp. 401(k) Plan rank by assets among Form 5500 filers? ▼

Herzog Contracting Corp. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Herzog Contracting Corp. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Alerislife Retirement Plan in MA ($126M, 9,391 participants).

Next read for Herzog Contracting Corp. 401(k) Plan

Scale reading

Ways to act on Herzog Contracting Corp. 401(k) Plan's numbers.

By total assets, Herzog Contracting Corp. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
Herzog Contracting Corp.'s sponsor-wide assets have grown 51.5% since 2022 across 3 plan years on file. More Construction plans

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 430918005.