401(k) · DOL Form 5500 · 2024
Herc-U-Lift, Inc. 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 216
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $100,642
- Avg per participant Below avg balance/head
Official DOL plan name: Herc-U-Lift, Inc. Profit Sharing Savings for Retirement Plan · Sponsored by Herc-U-Lift, Inc. · Minnesota · Wholesale Trade
$22M in assets, 216 participants
Herc-U-Lift, Inc.'s Herc-U-Lift, Inc. Profit Sharing Savings for Retirement Plan reported $22M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #4,153 in Wholesale Trade (6,080 peers)
Coverage in Minnesota
Herc-U-Lift, Inc. Profit Sharing Savings for Retirement Plan covers 216 participants in Minnesota, about 19% of the average Minnesota filer (state average ~1,126 per filing). Assets: $22M.
- #4,153
- in Wholesale Trade (6,080 peers)
- +9.0%
- assets growth YoY
Herc-U-Lift, Inc. Profit Sharing Savings for Retirement Plan's outsized position by total assets
Herc-U-Lift, Inc. Profit Sharing Savings for Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,738,725 Top 28% higher than 72% 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
Herc-U-Lift, Inc. Profit Sharing Savings for Retirement 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. Herc-U-Lift, Inc. Profit Sharing Savings for Retirement Plan sits mid-pack in the medium band (216 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Herc-U-Lift, Inc. Profit Sharing Savings for Retirement Plan reported participants rose from 175 in the plan year 2023 filing to 216 in the plan year 2024 filing.
- Herc-U-Lift, Inc. Profit Sharing Savings for Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Herc-U-Lift, Inc. Profit Sharing Savings for Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
DOL schedule card
Filing strip 410968548 · Herc-U-Lift, Inc. PY 2024 · 401(k)
Herc-U-Lift, Inc. Profit Sharing Savings for Retirement Plan · $22M · 216 · 72nd
- 5500 $22M
- 5500 216
- 5500 72nd
- 5500 401(k)
- 5500 near Stanilla Siegel and Maser LLC
- 5500 ind #4153
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 Wholesale Trade retirement plans → · Plans in Minnesota →
Herc-U-Lift, Inc. Profit Sharing Savings for Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 410968548 |
| Plan Effective Date | 1988-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Herc-U-Lift, Inc.)
Sponsor-wide plan assets over time
All Herc-U-Lift, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 23.27801168011415% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 180 | $18M |
| 2023 | 1 | 175 | $20M |
| 2024 | 1 | 216 | $22M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Herc-U-Lift, Inc. Profit Sharing Savings for Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Stanilla Siegel and Maser LLC in PA ($22M); by covered participants it is Garden of Life 401(k) Plan in FL (216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Stanilla Siegel and Maser LLC (PA) $22M · 14
- San Francisco Opera 403(b) Plan (CA) $22M · 834
- Kobie Marketing, Inc. 401(k) Plan (FL) $22M · 312
- Greater Boston Urology, LLC 401(k) Profit Sharing Plan (MA) $22M · 140
Similar participant headcount
Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.
- Garden of Life 401(k) Plan (FL) 216 · 0 off
- West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan (TN) 216 · 0 off
- Indtai, Inc. 401(k) Plan (FL) 216 · 0 off
- Whalley Computer Associates, Inc. 401(k) Plan (MA) 216 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.