401(k) · DOL Form 5500 · 2024

Herky Hawk Financial Corp. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
81
Participants Small participant base
56th
Percentile by assets National rank
$123,233
Avg per participant Near avg balance/head
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Official DOL plan name: Herky Hawk Financial Corp. 401(k) Plan · Sponsored by Herky Hawk Financial Corp. · Iowa · Finance & Insurance

$10M in assets, 81 participants

Herky Hawk Financial Corp.'s Herky Hawk Financial Corp. 401(k) Plan reported $10M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,378 in Finance & Insurance (8,549 peers)

Herky Hawk Financial Corp. multi-year trail

Herky Hawk Financial Corp.'s plans moved +52.5% in assets from 2022 to 2024; this filing shows Herky Hawk Financial Corp. 401(k) Plan at $10M / 81 participants.

#3,378
in Finance & Insurance (8,549 peers)
+23.0%
assets growth YoY

Herky Hawk Financial Corp. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Herky Hawk Financial Corp. 401(k) Plan vs every filed plan by assets

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

$9,981,843 Top 44% higher than 56% 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

Herky Hawk Financial Corp. 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. Herky Hawk Financial Corp. 401(k) Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Herky Hawk Financial Corp. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Herky Hawk Financial Corp. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Herky Hawk Financial Corp. 401(k) Plan reported participants rose from 76 in the plan year 2023 filing to 81 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421309793 · Herky Hawk Financial Corp. PY 2024 · 401(k)

Herky Hawk Financial Corp. 401(k) Plan · $10M · 81 · 56th

  • VS-ST $10M
  • VS-ST 81
  • VS-ST 56th
  • VS-ST 401(k)
  • VS-ST near Budd Van Lines, Inc. Savings and Retirement Plan
  • VS-ST ind #3378

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 Iowa →

Herky Hawk Financial Corp. 401(k) Plan in the asset neighbourhood

Herky Hawk Financial Corp. 401(k) PlanHerky Hawk Financial Corp. 4…$10MBudd Van Lines, Inc. Savings and Retirement PlanBudd Van Lines, Inc. Savings…$10MSouthern Illinois Bancorp, Inc. 401(k) PlanSouthern Illinois Bancorp, I…$10MDrummond Press Inc 401(k) Profit Sharing Plan & TrustDrummond Press Inc 401(k) Pr…$10MScottsdale Bible Church 403(b) PlanScottsdale Bible Church 403(…$10M
End-of-year total assets ($M) among Herky Hawk Financial Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Herky Hawk Financial Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Herky Hawk Financial Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 52.50845364201783% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.55M $9.98M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 68 $7M
2023 1 76 $8M
2024 1 81 $10M

Herky Hawk Financial Corp. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN421309793
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Herky Hawk Financial Corp. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Herky Hawk Financial Corp. 401(k) Plan, Total assets ($B): 0.009981843 · Participants: 81Herky Hawk Financial Corp. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Herky Hawk Financial Corp. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Herky Hawk Financial Corp. 401(k) Plan side-by-side with 3 peers →

Herky Hawk Financial Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Budd Van Lines, Inc. Savings and Retirement Plan in NJ ($10M); by covered participants it is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 participants); 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 Herky Hawk Financial Corp. 401(k) Plan assets move in 2024? ▼
Herky Hawk Financial Corp. 401(k) Plan grew sharply - up 23.0% during 2024, from $8M to $10M. Reported net income was $2M.
How have Herky Hawk Financial Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herky Hawk Financial Corp.'s sponsor-wide assets grew 52.5%, from $7M to $10M.
Which 401(k) plans are similar in size to Herky Hawk Financial Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Budd Van Lines, Inc. Savings and Retirement Plan in NJ ($10M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Herky Hawk Financial Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants, $9M 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 421309793.

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.