401(k) · DOL Form 5500 · 2024
Herschend Entertainment Company LLC 401(k) Plan
Data updated 2026-08-25
- $159M
- Total assets Near avg plan size
- 3,085
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $51,625
- Avg per participant Low balance/head
Official DOL plan name: Herschend Family Entertainment Profit Sharing & 401(k) Plan · Sponsored by Herschend Entertainment Company LLC · Missouri · Arts, Entertainment & Recreation
$159M in assets, 3,085 participants
Herschend Entertainment Company LLC's Herschend Family Entertainment Profit Sharing & 401(k) Plan reported $159M in total assets and 3,085 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #2,836 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Missouri
Herschend Family Entertainment Profit Sharing & 401(k) Plan covers 3,085 participants in Missouri, 4.2x the typical Missouri plan (state average ~737 per filing). Assets: $159M.
- #2,836
- in Arts, Entertainment & Recreation (2,921 peers)
- +17.5%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Herschend Family Entertainment Profit Sharing & 401(k) Plan's outsized position by total assets
Herschend Family Entertainment Profit Sharing & 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$159,263,643 Top 7% higher than 93% 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
Herschend Family Entertainment Profit Sharing & 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herschend Family Entertainment Profit Sharing & 401(k) Plan lands in the large band (3,085 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Herschend Family Entertainment Profit Sharing & 401(k) Plan reported net income rose from $16M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Herschend Family Entertainment Profit Sharing & 401(k) Plan reported participants rose from 2,560 in the plan year 2023 filing to 3,085 in the plan year 2024 filing.
- Herschend Family Entertainment Profit Sharing & 401(k) Plan end-of-year assets rose from $136M in the plan year 2023 filing to $159M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 463014631 · Herschend Entertainment Company LLC PY 2024 · 401(k)
Herschend Family Entertainment Profit Sharing & 401(k) Plan · $159M · 3,085 · 93rd
- RANK $159M
- PHOTO 3,085
- IND 93rd
- EOY 401(k)
- 5500 near Ctb, Inc. Profit Sharing Plan
- ASSETS ind #2836
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 Arts, Entertainment & Recreation retirement plans → · Plans in Missouri →
Herschend Family Entertainment Profit Sharing & 401(k) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $136M |
|---|---|
| Net Assets (End of Year) | $159M |
| Net Income | $24M |
| Employer EIN | 463014631 |
| Plan Effective Date | 1966-10-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Herschend Entertainment Company LLC)
Sponsor-wide plan assets over time
All Herschend Entertainment Company LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $159M 33.505897592488374% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,706 | $119M |
| 2023 | 1 | 2,560 | $136M |
| 2024 | 1 | 3,085 | $159M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Herschend Family Entertainment Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Ctb, Inc. Profit Sharing Plan in IN ($159M); by covered participants it is Cdi Management Corp. 401(k) Profit Sharing Plan in MN (3,087 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($159M here).
- Ctb, Inc. Profit Sharing Plan (IN) $159M · 1,069
- Rockline Industries, Inc. Retirement Savings Plan (WI) $159M · 2,371
- Metal Companies 401(k) Plan (IL) $159M · 1,200
- Upsher-Smith Laboratories Retirement Plan (MN) $159M · 448
Similar participant headcount
Nearest other-state filings by covered participants (3,085 participants); asset peers above are excluded.
- Cdi Management Corp. 401(k) Profit Sharing Plan (MN) 3,087 · 2 off
- Alro Steel Corporation and Subsidiaries Retirement/401(k) Plan (MI) 3,087 · 2 off
- Lifespark 401(k) Plan (MN) 3,083 · 2 off
- Hensel Phelps Salary Retirement Plan (CO) 3,081 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.