401(k) · DOL Form 5500 · 2024

Hereford Insurance Company 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
234
Participants Below avg headcount
65th
Percentile by assets National rank
$66,813
Avg per participant Below avg balance/head
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Official DOL plan name: Hereford Insurance Company 401(k) Profit Sharing Plan and Trust · Sponsored by Hereford Insurance Company · New York · Finance & Insurance

$16M in assets, 234 participants

Hereford Insurance Company's Hereford Insurance Company 401(k) Profit Sharing Plan and Trust reported $16M in total assets and 234 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,219 in Finance & Insurance (8,549 peers)

Coverage in New York

Hereford Insurance Company 401(k) Profit Sharing Plan and Trust covers 234 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $16M.

#4,219
in Finance & Insurance (8,549 peers)
+18.4%
assets growth YoY

Hereford Insurance Company 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Hereford Insurance Company 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$15,634,282 Top 35% higher than 65% 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

Hereford Insurance Company 401(k) Profit Sharing Plan and Trust 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. Hereford Insurance Company 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (234 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hereford Insurance Company 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Hereford Insurance Company 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 112774650 · Hereford Insurance Company PY 2024 · 401(k)

Hereford Insurance Company 401(k) Profit Sharing Plan and Trust · $16M · 234 · 65th

  • BOY $16M
  • BOY 234
  • BOY 65th
  • BOY 401(k)
  • BOY near River Products Company 401(k) Plan
  • BOY ind #4219

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 New York →

Hereford Insurance Company 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

River Products Company 401(k) PlanRiver Products Company 401(k…$16MRevenew International, LLC Profit Sharing and 401(k) PlanRevenew International, LLC P…$16MSci Engineering, Inc. 401(k) Retirement PlanSci Engineering, Inc. 401(k)…$16MHereford Insurance Company 401(k) Profit Sharing Plan and TrustHereford Insurance Company 4…$16MDothan Pediatric Clinic, P.a. Profit Sharing PlanDothan Pediatric Clinic, P.a…$16M
End-of-year total assets ($M) among Hereford Insurance Company 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN112774650
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hereford Insurance Company)

Sponsor-wide plan assets over time

All Hereford Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$16M 43.610869146072694% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.9M $15.6M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 229 $11M
2023 1 234 $13M
2024 1 234 $16M

Nearby 401(k) Plans in New York

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

Hereford Insurance Company 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hereford Insurance Company 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.015634282 · Participants: 234Hereford Insurance Company 401(k) Profit Sharing Plan and TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Hereford Insurance Company 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hereford Insurance Company 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Hereford Insurance Company 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is River Products Company 401(k) Plan in IA ($16M); by covered participants it is Kfi Engineers 401(k) Plan in MN (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Hereford Insurance Company 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Hereford Insurance Company 401(k) Profit Sharing Plan and Trust grew sharply - up 18.4% during 2024, from $13M to $16M. Reported net income was $2M.
How have Hereford Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hereford Insurance Company's sponsor-wide assets grew 43.6%, from $11M to $16M.
Which 401(k) plans are similar in size to Hereford Insurance Company 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is River Products Company 401(k) Plan in IA ($16M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Hereford Insurance Company 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kfi Engineers 401(k) Plan in MN (234 participants, $35M 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 112774650.

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.