401(k) · DOL Form 5500 · 2023

Herren Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
126
Participants Small participant base
70th
Percentile by assets National rank
$140,507
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Herren Associates 401(k) Plan · Sponsored by Herren Associates, Inc. · District of Columbia · Professional & Technical Services

$18M in assets, 126 participants

Herren Associates, Inc.'s Herren Associates 401(k) Plan reported $18M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,187 in Professional & Technical Services (20,321 peers)

Coverage in District of Columbia

Herren Associates 401(k) Plan covers 126 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $18M.

#14,187
in Professional & Technical Services (20,321 peers)
+24.2%
assets growth YoY

Herren Associates 401(k) Plan's outsized position by total assets

Herren Associates 401(k) Plan vs every filed plan by assets

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

$17,703,857 Top 30% higher than 70% 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

Herren Associates 401(k) 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. Herren Associates 401(k) Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Herren Associates 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Herren Associates 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Herren Associates 401(k) Plan reported participants rose from 123 in the plan year 2022 filing to 126 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541503272 · Herren Associates, Inc. PY 2023 · 401(k)

Herren Associates 401(k) Plan · $18M · 126 · 70th

  • BOY $18M
  • SCH 126
  • EBSA 70th
  • PART 401(k)
  • TYPE near The Great Lakes Brewing Co. 401(k) Profit Sharing Plan
  • NET ind #14187

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 District of Columbia →

Herren Associates 401(k) Plan in the asset neighbourhood

Cdg Engineers & Associates, Inc. 401(k) Profit Sharing PlanCdg Engineers & Associates, …$18MKobie Marketing, Inc. 401(k) PlanKobie Marketing, Inc. 401(k)…$18MEra Retirement Savings Plan$18MHerren Associates 401(k) Plan$18MThe Great Lakes Brewing Co. 401(k) Profit Sharing PlanThe Great Lakes Brewing Co. …$18M
End-of-year total assets ($M) among Herren Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN541503272
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herren Associates, Inc.)

Sponsor-wide plan assets over time

All Herren Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 55.796181972503945% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.3M $22.2M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 123 $14M
2023 1 126 $18M
2024 1 138 $22M

Nearby 401(k) Plans in District of Columbia

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

Herren Associates 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Herren Associates 401(k) Plan, Total assets ($B): 0.017703857 · Participants: 126Herren Associates 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Herren Associates 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Herren Associates 401(k) Plan side-by-side with 3 peers →

Herren Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is The Great Lakes Brewing Co. 401(k) Profit Sharing Plan in OH ($18M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Herren Associates 401(k) Plan assets move in 2023? ▼
Herren Associates 401(k) Plan grew sharply - up 24.2% during 2023, from $14M to $18M. Reported net income was $3M.
How have Herren Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herren Associates, Inc.'s sponsor-wide assets grew 55.8%, from $14M to $22M.
Which 401(k) plans are similar in size to Herren Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Great Lakes Brewing Co. 401(k) Profit Sharing Plan in OH ($18M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Herren Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants, $4M 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 541503272.

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.