Profit Sharing · DOL Form 5500 · 2024
Watts and Hershberger, PC Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $119,833
- Avg per participant Near avg balance/head
Official DOL plan name: Watts and Hershberger, PC 401(k) Plan · Sponsored by Watts and Hershberger, PC · Nebraska · Professional & Technical Services
$2M in assets, 17 participants
Watts and Hershberger, PC's Watts and Hershberger, PC 401(k) Plan reported $2M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #5,111 in Professional & Technical Services (20,173 peers)
Watts and Hershberger, PC multi-year trail
Watts and Hershberger, PC's plans moved -11.3% in assets from 2022 to 2024; this filing shows Watts and Hershberger, PC 401(k) Plan at $2M / 17 participants.
- #5,111
- in Professional & Technical Services (20,173 peers)
- -26.5%
- assets change YoY
The plan reported a net loss of $741K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Watts and Hershberger, PC 401(k) Plan among the smaller filed plans by assets
Watts and Hershberger, PC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,037,156 30th percentile higher than 30% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Watts and Hershberger, PC 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Watts and Hershberger, PC 401(k) Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Watts and Hershberger, PC 401(k) Plan reported net income fell from $473K in the plan year 2023 filing to -$741K in the plan year 2024 filing.
- Watts and Hershberger, PC 401(k) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Watts and Hershberger, PC 401(k) Plan reported participants rose from 16 in the plan year 2023 filing to 17 in the plan year 2024 filing.
DOL schedule card
Filing strip 470671374 · Watts and Hershberger, PC PY 2024 · Profit Sharing
Watts and Hershberger, PC 401(k) Plan · $2M · 17 · 30th
- EOY $2M
- EOY 17
- EOY 30th
- EOY Profit Sharing
- EOY near Coast to Coast Investment Inc. Retirement Plan
- EOY ind #5111
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 Nebraska →
Watts and Hershberger, PC 401(k) Plan in the asset neighbourhood
Watts and Hershberger, PC multi-year asset trail
Sponsor-wide plan assets over time
All Watts and Hershberger, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 11.312822347979747% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $2M |
| 2023 | 1 | 16 | $3M |
| 2024 | 1 | 17 | $2M |
Watts and Hershberger, PC filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$741K |
| Employer EIN | 470671374 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Nebraska
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Scoular Company Profit Sharing Retirement Plan $87M · 507
- Chicago and North Western Railway Company Profit Sharing and Retirement Savings Program $47M · 6
- Midwest Laboratories, Inc. Profit Sharing Plan and Trust $46M · 277
- Doane University Defined Contribution Retirement Plan $44M · 356
- Nebco, Inc. Salaried Profit Sharing Plan $19M · 155
Watts and Hershberger, PC 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Nebraska, the nearest Profit Sharing by assets is Coast to Coast Investment Inc. Retirement Plan in NJ ($2M); by covered participants it is Bgo's Ventures Inc. Retirement Plan in PA (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Bgo's Ventures Inc. Retirement Plan (PA) 17 · 0 off
- Rkling Associates, Inc. Retirement Plan (TX) 17 · 0 off
- Driven Ventures, Inc. Retirement Plan (FL) 17 · 0 off
- Roam Wouda Inc. Retirement Plan (VT) 17 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.