401(k) · DOL Form 5500 · 2024

Elmer T. Herzog Jewelry, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
38th
Percentile by assets National rank
$569,139
Avg per participant High balance/head
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Official DOL plan name: The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan · Sponsored by Elmer T. Herzog Jewelry, Inc. · Kentucky · Retail Trade

$4M in assets, 7 participants

Elmer T. Herzog Jewelry, Inc.'s The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan reported $4M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,965 in Retail Trade (8,048 peers)

What the 2024 filing shows

The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan holds $4M for 7 participants - about $569,139 per participant, in the lower half of filed plans by assets.

#3,965
in Retail Trade (8,048 peers)
+1.6%
assets growth YoY

The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,983,972 38th percentile higher than 38% 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

The Elmer T. Herzog Jewelry, Inc. 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. The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan reported net income fell from $288K in the plan year 2023 filing to $63K in the plan year 2024 filing.
  • The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 610925881 · Elmer T. Herzog Jewelry, Inc. PY 2024 · 401(k)

The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan · $4M · 7 · 38th

  • EBSA $4M
  • PART 7
  • TYPE 38th
  • NET 401(k)
  • BOOK near Capstone Plants Inc. 401(k) Plan
  • VS-ST ind #3965

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 Kentucky →

The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan in the asset neighbourhood

The Elmer T. Herzog Jewelry, Inc. Profit Sharing PlanThe Elmer T. Herzog Jewelry,…$4MCapstone Plants Inc. 401(k) PlanCapstone Plants Inc. 401(k) …$4MPracticetek Purchaser, LLC 401(k) PlanPracticetek Purchaser, LLC 4…$4MHoffman Media, LLC 401(k) PlanHoffman Media, LLC 401(k) Pl…$4MReed Longyear Malnati Corwin & Burnett, PLLC 401(k) Profit Sharing PlanReed Longyear Malnati Corwin…$4M
End-of-year total assets ($M) among The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$63K
Employer EIN610925881
Plan Effective Date1983-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Elmer T. Herzog Jewelry, Inc.)

Sponsor-wide plan assets over time

All Elmer T. Herzog Jewelry, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 9.658643784989376% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.63M $3.98M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 7 $4M
2023 1 8 $4M
2024 1 7 $4M

Nearby 401(k) Plans in Kentucky

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

The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan, Total assets ($B): 0.003983972 · Participants: 7The Elmer T. Herzog Jewelry, Inc. Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan side-by-side with 3 peers →

The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Capstone Plants Inc. 401(k) Plan in TX ($4M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan assets move in 2024? ▼
The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan edged up modestly - up 1.6% during 2024, from $4M to $4M. Reported net income was $63K.
How have Elmer T. Herzog Jewelry, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elmer T. Herzog Jewelry, Inc.'s sponsor-wide assets grew 9.7%, from $4M to $4M.
Which 401(k) plans are similar in size to The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capstone Plants Inc. 401(k) Plan in TX ($4M, 73 participants).
Which 401(k) plans cover a similar participant headcount to The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, 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 610925881.

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.