401(k) · DOL Form 5500 · 2024
Herson's, Inc 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 153
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $97,927
- Avg per participant Below avg balance/head
Official DOL plan name: Herson's, Inc 401(k) Profit Sharing Plan · Sponsored by Herson's, Inc · Maryland · Retail Trade
$15M in assets, 153 participants
Herson's, Inc's Herson's, Inc 401(k) Profit Sharing Plan reported $15M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #6,061 in Retail Trade (8,048 peers)
Coverage in Maryland
Herson's, Inc 401(k) Profit Sharing Plan covers 153 participants in Maryland, about 16% of the average Maryland filer (state average ~929 per filing). Assets: $15M.
- #6,061
- in Retail Trade (8,048 peers)
- +11.2%
- assets growth YoY
Herson's, Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Herson's, Inc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,982,804 Top 36% higher than 64% 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
Herson's, Inc 401(k) 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. Herson's, Inc 401(k) Profit Sharing Plan sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Herson's, Inc 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Herson's, Inc 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Herson's, Inc 401(k) Profit Sharing Plan reported participants rose from 150 in the plan year 2023 filing to 153 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 520908995 · Herson's, Inc PY 2024 · 401(k)
Herson's, Inc 401(k) Profit Sharing Plan · $15M · 153 · 64th
- PHOTO $15M
- IND 153
- EOY 64th
- 5500 401(k)
- ASSETS near Cenero LLC 401(k) Plan
- PCT ind #6061
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 Retail Trade retirement plans → · Plans in Maryland →
Herson's, Inc 401(k) Profit Sharing Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 520908995 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Herson's, Inc)
Sponsor-wide plan assets over time
All Herson's, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 29.891117344371143% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $12M |
| 2023 | 1 | 150 | $13M |
| 2024 | 1 | 153 | $15M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Herson's, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Cenero LLC 401(k) Plan in PA ($15M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Cenero LLC 401(k) Plan (PA) $15M · 246
- Gold Cross Services, Inc. 401(k) Retirement Savings Plan (UT) $15M · 547
- J C Lewis Motor Co., Inc. 401(k) Plan (GA) $15M · 260
- Park 100 Foods 401(k) Savings Plan (IN) $15M · 469
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- American Guardian Warranty 401(k) Plan (IL) 153 · 0 off
- Atkinson Candy Company 401(k) Profit Sharing Plan (TX) 153 · 0 off
- Wec Energy Group Limited Retirement Savings Plan (WI) 153 · 0 off
- Stone Cold Masonry Retirement Plan (AZ) 153 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.