401(k) · DOL Form 5500 · 2024
Herold Law, P.a. 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 25
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Herold Law Employees' Savings Plan · Sponsored by Herold Law, P.a. · New Jersey · Professional & Technical Services
$29M in assets, 25 participants
Herold Law, P.a.'s Herold Law Employees' Savings Plan reported $29M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #15,527 in Professional & Technical Services (20,173 peers)
Where Herold Law Employees' Savings Plan sits by assets
Herold Law Employees' Savings Plan sits in the top quartile of all filed plans by assets, $29M for 25 participants (~$1.2M/participant), up 14.9% in 2024.
- #15,527
- in Professional & Technical Services (20,173 peers)
- +14.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Herold Law Employees' Savings Plan's outsized position by total assets
Herold Law Employees' Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,420,099 Top 23% higher than 77% 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
Herold Law Employees' Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herold Law Employees' Savings Plan is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Herold Law Employees' Savings Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Herold Law Employees' Savings Plan end-of-year assets rose from $26M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Herold Law Employees' Savings Plan reported participants rose from 24 in the plan year 2023 filing to 25 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 222722238 · Herold Law, P.a. PY 2024 · 401(k)
Herold Law Employees' Savings Plan · $29M · 25 · 77th
- 5500 $29M
- ASSETS 25
- PCT 77th
- EIN 401(k)
- RANK near Robertson-Ryan & Associates, Inc. 401(k) Savings Plan
- PHOTO ind #15527
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 Professional & Technical Services retirement plans → · Plans in New Jersey →
Herold Law Employees' Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $4M |
| Employer EIN | 222722238 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Herold Law, P.a.)
Sponsor-wide plan assets over time
All Herold Law, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 40.291135074968956% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $21M |
| 2023 | 1 | 24 | $26M |
| 2024 | 1 | 25 | $29M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Herold Law Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Robertson-Ryan & Associates, Inc. 401(k) Savings Plan in WI ($29M); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Robertson-Ryan & Associates, Inc. 401(k) Savings Plan (WI) $29M · 338
- Coremedical Group 401(k) Plan (NH) $29M · 1,335
- Cfg Bank 401(k) Profit Sharing Plan and Trust (MD) $29M · 266
- Crystal Flash, Inc. Retirement Savings Plan (MI) $29M · 299
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Idaho Skin Surgery Center 401(k) Plan (ID) 25 · 0 off
- Cullman Primary Care, P.C. 401(k) Profit Sharing Plan (AL) 25 · 0 off
- Mika Digital Services, Inc. 401(k) Plan (TX) 25 · 0 off
- First State Bank 401(k) Plan (OK) 25 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.