401(k) · DOL Form 5500 · 2023

Elmer T. Herzog Jewelry, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
8
Participants Small participant base
40th
Percentile by assets National rank
$490,161
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan · Sponsored by Elmer T. Herzog Jewelry, Inc. · Kentucky · Retail Trade

$4M in assets, 8 participants

Elmer T. Herzog Jewelry, Inc.'s The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,277 in Retail Trade (8,414 peers)

What the 2023 filing shows

The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan holds $4M for 8 participants - about $490,161 per participant, in the lower half of filed plans by assets.

#4,277
in Retail Trade (8,414 peers)
+7.9%
assets growth YoY

The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,921,286 40th percentile higher than 40% 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

The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan reported net income rose from -$620K in the plan year 2022 filing to $288K in the plan year 2023 filing.
  • The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610925881 · Elmer T. Herzog Jewelry, Inc. PY 2023 · 401(k)

The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan · $4M · 8 · 40th

  • VS-ST $4M
  • BOY 8
  • SCH 40th
  • EBSA 401(k)
  • PART near Landmark/Sunnyside 401(k) Plan
  • TYPE ind #4277

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 Kentucky →

The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan in the asset neighbourhood

The Elmer T. Herzog Jewelry, Inc. Profit Sharing PlanThe Elmer T. Herzog Jewelry,…$4MLandmark/Sunnyside 401(k) PlanLandmark/Sunnyside 401(k) Pl…$4MKensington Glass Arts 401(k) PlanKensington Glass Arts 401(k)…$4MDaniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 EmployeesDaniel L. Jacob & Co., Inc. …$4MChemsultants 401(k) Plan$4M
End-of-year total assets ($M) among The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$288K
Employer EIN610925881
Plan Effective Date1983-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Elmer T. Herzog Jewelry, Inc.)

Sponsor-wide plan assets over time

All Elmer T. Herzog Jewelry, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 9.658643784989376% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.63M $3.98M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 7 $4M
2023 1 8 $4M
2024 1 7 $4M

Nearby 401(k) Plans in Kentucky

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

The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan, Total assets ($B): 0.003921286 · Participants: 8The Elmer T. Herzog Jewelry, Inc. Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan side-by-side with 3 peers →

The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Landmark/Sunnyside 401(k) Plan in CA ($4M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan assets move in 2023? ▼
The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan grew at a solid clip - up 7.9% during 2023, from $4M to $4M. Reported net income was $288K.
How have Elmer T. Herzog Jewelry, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elmer T. Herzog Jewelry, Inc.'s sponsor-wide assets grew 9.7%, from $4M to $4M.
Which 401(k) plans are similar in size to The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Landmark/Sunnyside 401(k) Plan in CA ($4M, 67 participants).
Which 401(k) plans cover a similar participant headcount to The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 610925881.

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.