401(k) · DOL Form 5500 · 2024
Hertz Associates Ltd. 401(k) Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 177
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $352,614
- Avg per participant High balance/head
Official DOL plan name: Hertz Associates Ltd. Profit Sharing Plan · Sponsored by Hertz Associates Ltd. · Iowa · Agriculture, Forestry & Fishing
$62M in assets, 177 participants
Hertz Associates Ltd.'s Hertz Associates Ltd. Profit Sharing Plan reported $62M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #1,118 in Agriculture, Forestry & Fishing (1,217 peers)
Coverage in Iowa
Hertz Associates Ltd. Profit Sharing Plan covers 177 participants in Iowa, about 29% of the average Iowa filer (state average ~609 per filing). Assets: $62M.
- #1,118
- in Agriculture, Forestry & Fishing (1,217 peers)
- +8.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Hertz Associates Ltd. Profit Sharing Plan's outsized position by total assets
Hertz Associates Ltd. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$62,412,724 Top 14% higher than 86% 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
Hertz Associates Ltd. Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hertz Associates Ltd. Profit Sharing Plan sits mid-pack in the medium band (177 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hertz Associates Ltd. Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Hertz Associates Ltd. Profit Sharing Plan end-of-year assets rose from $58M in the plan year 2023 filing to $62M in the plan year 2024 filing.
- Hertz Associates Ltd. Profit Sharing Plan reported participants rose from 169 in the plan year 2023 filing to 177 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 420867198 · Hertz Associates Ltd. PY 2024 · 401(k)
Hertz Associates Ltd. Profit Sharing Plan · $62M · 177 · 86th
- ASSETS $62M
- PCT 177
- EIN 86th
- RANK 401(k)
- PHOTO near Continuing Life 401(k) Plan
- IND ind #1118
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →
Hertz Associates Ltd. Profit Sharing Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $5M |
| Employer EIN | 420867198 |
| Plan Effective Date | 1966-02-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hertz Associates Ltd.)
Sponsor-wide plan assets over time
All Hertz Associates Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 29.001038763378624% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 167 | $48M |
| 2023 | 1 | 169 | $58M |
| 2024 | 1 | 177 | $62M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Hertz Associates Ltd. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Continuing Life 401(k) Plan in CA ($62M); by covered participants it is Greater Houston Retailers Association 401(k) Plan in TX (177 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
- Continuing Life 401(k) Plan (CA) $62M · 1,723
- Cvp Retirement Savings Plan (DC) $62M · 603
- Dnp Group 401(k) Retirement Savings Plan (NC) $62M · 540
- Suzuki 401(k) Retirement Plan (FL) $62M · 338
Similar participant headcount
Nearest other-state filings by covered participants (177 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.