401(k) · DOL Form 5500 · 2023
Herbert, Rowland & Grubic, Inc. 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 313
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $147,274
- Avg per participant Above avg balance/head
Official DOL plan name: Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan · Sponsored by Herbert, Rowland & Grubic, Inc. · Pennsylvania · Professional & Technical Services
$46M in assets, 313 participants
Herbert, Rowland & Grubic, Inc.'s Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan reported $46M in total assets and 313 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #17,421 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan covers 313 participants in Pennsylvania, about 38% of the average Pennsylvania filer (state average ~822 per filing). Assets: $46M.
- #17,421
- in Professional & Technical Services (20,321 peers)
- +29.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan's outsized position by total assets
Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$46,096,900 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings 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. Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan sits mid-pack in the medium band (313 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan end-of-year assets rose from $36M in the plan year 2022 filing to $46M in the plan year 2023 filing.
- Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan reported participants rose from 266 in the plan year 2022 filing to 313 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 231609730 · Herbert, Rowland & Grubic, Inc. PY 2023 · 401(k)
Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan · $46M · 313 · 85th
- EBSA $46M
- EBSA 313
- EBSA 85th
- EBSA 401(k)
- EBSA near Central States Health & Life Co. of Omaha Progress Sharing & Savings Plan
- EBSA ind #17421
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 Pennsylvania →
Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $10M |
| Employer EIN | 231609730 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Herbert, Rowland & Grubic, Inc.)
Sponsor-wide plan assets over time
All Herbert, Rowland & Grubic, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $107M 57.13465941455318% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 530 | $68M |
| 2023 | 2 | 620 | $88M |
| 2024 | 2 | 675 | $107M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Central States Health & Life Co. of Omaha Progress Sharing & Savings Plan in NE ($46M); by covered participants it is Five Star Transportation, Inc. 401(k) Plan in MA (313 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Central States Health & Life Co. of Omaha Progress Sharing & Savings Plan (NE) $46M · 94
- Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust (IL) $46M · 351
- First State Bancshares, Inc. 401(k) Profit Sharing and Trust (MO) $46M · 625
- Globoforce, Inc. 401(k) Plan (MA) $46M · 481
Similar participant headcount
Nearest other-state filings by covered participants (313 participants); asset peers above are excluded.
- Five Star Transportation, Inc. 401(k) Plan (MA) 313 · 0 off
- Onin Group 401(k) Plan (AL) 313 · 0 off
- Captive Resources 401(k) Plan (IL) 313 · 0 off
- Viwintech Window & Door, Inc. 401(k) Retirement Savings Plan (KY) 313 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.