401(k) · DOL Form 5500 · 2023

Herdrich Petroleum Corporation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
166
Participants Small participant base
40th
Percentile by assets National rank
$23,112
Avg per participant Low balance/head
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Official DOL plan name: Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust · Sponsored by Herdrich Petroleum Corporation · Indiana · Retail Trade

$4M in assets, 166 participants

Herdrich Petroleum Corporation's Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 166 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.

  • #4,243 in Retail Trade (8,414 peers)

Coverage in Indiana

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust covers 166 participants in Indiana, about 31% of the average Indiana filer (state average ~541 per filing). Assets: $4M.

#4,243
in Retail Trade (8,414 peers)
+26.1%
assets growth YoY

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,836,638 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

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust 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. Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust reported net income rose from $491K in the plan year 2022 filing to $795K in the plan year 2023 filing.
  • Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust reported participants fell from 210 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 351348760 · Herdrich Petroleum Corporation PY 2023 · 401(k)

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust · $4M · 166 · 40th

  • IND $4M
  • EOY 166
  • 5500 40th
  • ASSETS 401(k)
  • PCT near Global Bondholder Services 401(k) Profit Sharing Plan
  • EIN ind #4243

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 Indiana →

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and TrustHerdrich Petroleum Corporati…$4MGlobal Bondholder Services 401(k) Profit Sharing PlanGlobal Bondholder Services 4…$4MCaruso Homes Employee 401(k) PlanCaruso Homes Employee 401(k)…$4MPruvations Inc 401(k)$4MCorey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral PlanCorey, Luzaich, De Ghetaldi …$4M
End-of-year total assets ($M) among Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$795K
Employer EIN351348760
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herdrich Petroleum Corporation)

Sponsor-wide plan assets over time

All Herdrich Petroleum Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 47.343111577774984% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.04M $4.48M ▲ +47.4%
Year Plans Participants Total Assets
2022 1 210 $3M
2023 1 166 $4M
2024 1 158 $4M

Nearby 401(k) Plans in Indiana

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

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003836638 · Participants: 166Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Global Bondholder Services 401(k) Profit Sharing Plan in NY ($4M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust grew sharply - up 26.1% during 2023, from $3M to $4M. Reported net income was $795K.
How have Herdrich Petroleum Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herdrich Petroleum Corporation's sponsor-wide assets grew 47.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Global Bondholder Services 401(k) Profit Sharing Plan in NY ($4M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 351348760.

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.