Profit Sharing · DOL Form 5500 · 2024

Sally a. Herald Accountancy Corporation Profit Sharing Plan

Data updated 2026-08-25

$746K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$746,050
Avg per participant High balance/head
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Official DOL plan name: Sally a. Herald Accountancy Corporation Profit Sharing Plan · Sponsored by Sally a. Herald Accountancy Corporation · California · Professional & Technical Services

$746K in assets, 1 participants

Sally a. Herald Accountancy Corporation's Sally a. Herald Accountancy Corporation Profit Sharing Plan reported $746K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,217 in Professional & Technical Services (20,173 peers)

Sally a. Herald Accountancy Corporation multi-year trail

Sally a. Herald Accountancy Corporation's plans moved +28.9% in assets from 2022 to 2024; this filing shows Sally a. Herald Accountancy Corporation Profit Sharing Plan at $746K / 1 participant.

#3,217
in Professional & Technical Services (20,173 peers)
+10.0%
assets growth YoY

Sally a. Herald Accountancy Corporation Profit Sharing Plan among the smaller filed plans by assets

Sally a. Herald Accountancy Corporation Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$746,050 21st percentile higher than 21% of 123,620 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 2024

Sally a. Herald Accountancy Corporation Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sally a. Herald Accountancy Corporation Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sally a. Herald Accountancy Corporation Profit Sharing Plan reported net income fell from $99K in the plan year 2023 filing to $68K in the plan year 2024 filing.
  • Sally a. Herald Accountancy Corporation Profit Sharing Plan end-of-year assets rose from $678K in the plan year 2023 filing to $746K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 454598289 · Sally a. Herald Accountancy Corporation PY 2024 · Profit Sharing

Sally a. Herald Accountancy Corporation Profit Sharing Plan · $746K · 1 · 21st

  • BOY $746K
  • BOY 1
  • BOY 21st
  • BOY Profit Sharing
  • BOY near Ladybug Real Estate Holdings, Inc. Retirement Plan
  • BOY ind #3217

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 California →

Sally a. Herald Accountancy Corporation Profit Sharing Plan in the asset neighbourhood

Sally a. Herald Accountancy Corporation Profit Sharing PlanSally a. Herald Accountancy …$746KLadybug Real Estate Holdings, Inc. Retirement PlanLadybug Real Estate Holdings…$746KOrange Wolff Holdings, Inc. Retirement PlanOrange Wolff Holdings, Inc. …$746KLegado Homes Inc. Retirement PlanLegado Homes Inc. Retirement…$746KKinsnet Ventures, Inc. Profit Sharing PlanKinsnet Ventures, Inc. Profi…$746K
End-of-year total assets ($M) among Sally a. Herald Accountancy Corporation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Sally a. Herald Accountancy Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Sally a. Herald Accountancy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$746K 28.859480036755308% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M 202220232024 $0.58M $0.75M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 1 $579K
2023 1 1 $678K
2024 1 1 $746K

Sally a. Herald Accountancy Corporation filing trail (2024)

Total Assets (Beginning of Year)$678K
Net Assets (End of Year)$746K
Net Income$68K
Employer EIN454598289
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sally a. Herald Accountancy Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Sally a. Herald Accountancy Corporation Profit Sharing Plan, Total assets ($B): 0.00074605 · Participants: 1Sally a. Herald Accountancy Corporation Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Sally a. Herald Accountancy Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Sally a. Herald Accountancy Corporation Profit Sharing Plan side-by-side with 3 peers →

Sally a. Herald Accountancy Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Ladybug Real Estate Holdings, Inc. Retirement Plan in FL ($746K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sally a. Herald Accountancy Corporation Profit Sharing Plan assets move in 2024? ▼
Sally a. Herald Accountancy Corporation Profit Sharing Plan grew at a solid clip - up 10.0% during 2024, from $678K to $746K. Reported net income was $68K.
How have Sally a. Herald Accountancy Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sally a. Herald Accountancy Corporation's sponsor-wide assets grew 28.9%, from $579K to $746K.
Where does Sally a. Herald Accountancy Corporation Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sally a. Herald Accountancy Corporation Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sally a. Herald Accountancy Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ladybug Real Estate Holdings, Inc. Retirement Plan in FL ($746K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Sally a. Herald Accountancy Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 454598289.

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.