401(k) · DOL Form 5500 · 2023

Herzog-Meier Auto Center 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
89
Participants Small participant base
51st
Percentile by assets National rank
$78,463
Avg per participant Below avg balance/head
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Official DOL plan name: Herzog-Meier Auto Center 401(k) Plan · Sponsored by Herzog-Meier Auto Center · Oregon · Retail Trade

$7M in assets, 89 participants

Herzog-Meier Auto Center's Herzog-Meier Auto Center 401(k) Plan reported $7M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,151 in Retail Trade (8,414 peers)

Herzog-Meier Auto Center multi-year trail

Herzog-Meier Auto Center's plans moved +32.3% in assets from 2022 to 2024; this filing shows Herzog-Meier Auto Center 401(k) Plan at $7M / 89 participants.

#5,151
in Retail Trade (8,414 peers)
+11.2%
assets growth YoY

Herzog-Meier Auto Center 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Herzog-Meier Auto Center 401(k) Plan vs every filed plan by assets

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

$6,983,236 Top 49% higher than 51% 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-Meier Auto Center 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herzog-Meier Auto Center 401(k) Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Herzog-Meier Auto Center 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $703K in the plan year 2023 filing.
  • Herzog-Meier Auto Center 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Herzog-Meier Auto Center 401(k) Plan reported participants fell from 91 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930989771 · Herzog-Meier Auto Center PY 2023 · 401(k)

Herzog-Meier Auto Center 401(k) Plan · $7M · 89 · 51st

  • PCT $7M
  • EIN 89
  • RANK 51st
  • PHOTO 401(k)
  • IND near Irwin Naturals 401(k) Plan
  • EOY ind #5151

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 Retail Trade retirement plans → · Plans in Oregon →

Herzog-Meier Auto Center 401(k) Plan in the asset neighbourhood

Herzog-Meier Auto Center 401(k) PlanHerzog-Meier Auto Center 401…$7MIrwin Naturals 401(k) Plan$7MArcxis 401(k) Plan$7MQuality Wholesale Building Products, Inc. 401(k) PlanQuality Wholesale Building P…$7MThe First National Bank of Gordon Master Profit Sharing Plan and TrustThe First National Bank of G…$7M
End-of-year total assets ($M) among Herzog-Meier Auto Center 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Herzog-Meier Auto Center multi-year asset trail

Sponsor-wide plan assets over time

All Herzog-Meier Auto Center plans reported in each filing year

Latest sponsor-wide plan assets
$8M 32.320766130733745% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.28M $8.31M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 91 $6M
2023 1 89 $7M
2024 1 96 $8M

Herzog-Meier Auto Center filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$703K
Employer EIN930989771
Plan Effective Date1972-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Herzog-Meier Auto Center 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Herzog-Meier Auto Center 401(k) Plan, Total assets ($B): 0.006983236 · Participants: 89Herzog-Meier Auto Center 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Herzog-Meier Auto Center 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Herzog-Meier Auto Center 401(k) Plan side-by-side with 3 peers →

Herzog-Meier Auto Center 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Irwin Naturals 401(k) Plan in CA ($7M); by covered participants it is Cross Country 401(k) Plan in TX (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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-Meier Auto Center 401(k) Plan assets move in 2023? ▼
Herzog-Meier Auto Center 401(k) Plan grew at a solid clip - up 11.2% during 2023, from $6M to $7M. Reported net income was $703K.
How have Herzog-Meier Auto Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herzog-Meier Auto Center's sponsor-wide assets grew 32.3%, from $6M to $8M.
Which 401(k) plans are similar in size to Herzog-Meier Auto Center 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Irwin Naturals 401(k) Plan in CA ($7M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Herzog-Meier Auto Center 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cross Country 401(k) Plan in TX (89 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 930989771.

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.