Defined Benefit (Pension) · DOL Form 5500 · 2023

Herring Bank Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
20
Participants Small participant base
63rd
Percentile by assets National rank
$627,363
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Herring Bank · Sponsored by Herring Bank · Texas · Finance & Insurance

$13M in assets, 20 participants

Herring Bank's Retirement Plan for Employees of Herring Bank reported $13M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,292 in Finance & Insurance (8,869 peers)

Herring Bank multi-year trail

Herring Bank's plans moved +12.3% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Herring Bank at $13M / 20 participants.

#4,292
in Finance & Insurance (8,869 peers)
+11.5%
assets growth YoY

Retirement Plan for Employees of Herring Bank's mid-pack asset rank among Finance & Insurance and all filers

Retirement Plan for Employees of Herring Bank vs every filed plan by assets

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

$12,547,266 Top 37% higher than 63% 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

Retirement Plan for Employees of Herring Bank among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Herring Bank is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Herring Bank reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Retirement Plan for Employees of Herring Bank reported participants fell from 25 in the plan year 2022 filing to 20 in the plan year 2023 filing.
  • Retirement Plan for Employees of Herring Bank end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 750330569 · Herring Bank PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Herring Bank · $13M · 20 · 63rd

  • BOOK $13M
  • VS-ST 20
  • BOY 63rd
  • SCH Defined Benefit (Pension)
  • EBSA near Kaiser Aluminum Warrick Pension Plan
  • PART ind #4292

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 Finance & Insurance retirement plans → · Plans in Texas →

Retirement Plan for Employees of Herring Bank in the asset neighbourhood

San Diego Blood Bank Restated Pension PlanSan Diego Blood Bank Restate…$13MRetirement Plan for Employees of Herring BankRetirement Plan for Employee…$13MKaiser Aluminum Warrick Pension PlanKaiser Aluminum Warrick Pens…$13MUnited Launch Alliance Pension Plan for Hourly Employees of the Space Systems Group at HarlingenUnited Launch Alliance Pensi…$13MProfusion Industries Marietta Plant Pension PlanProfusion Industries Mariett…$13M
End-of-year total assets ($M) among Retirement Plan for Employees of Herring Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Herring Bank multi-year asset trail

Sponsor-wide plan assets over time

All Herring Bank plans reported in each filing year

Latest sponsor-wide plan assets
$20M 12.3259121509338% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.6M $19.8M ▲ +12.3%
Year Plans Participants Total Assets
2022 2 186 $18M
2023 2 150 $19M
2024 2 178 $20M

Herring Bank filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN750330569
Plan Effective Date1961-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Herring Bank vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retirement Plan for Employees of Herring Bank, Total assets ($B): 0.012547266 · Participants: 20Retirement Plan for Employees of Herring BankAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Retirement Plan for Employees of Herring Bank vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Retirement Plan for Employees of Herring Bank side-by-side with 3 peers →

Retirement Plan for Employees of Herring Bank's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Kaiser Aluminum Warrick Pension Plan in IN ($13M); by covered participants it is Dedert Corporation Employees' Pension Plan in IL (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Retirement Plan for Employees of Herring Bank assets move in 2023? ▼
Retirement Plan for Employees of Herring Bank grew at a solid clip - up 11.5% during 2023, from $11M to $13M. Reported net income was $1M.
How have Herring Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herring Bank's sponsor-wide assets grew 12.3%, from $18M to $20M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Herring Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kaiser Aluminum Warrick Pension Plan in IN ($13M, 735 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Herring Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dedert Corporation Employees' Pension Plan in IL (20 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 750330569.

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.