401(k) · DOL Form 5500 · 2024

Mystic, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
109
Participants Small participant base
72nd
Percentile by assets National rank
$202,515
Avg per participant Above avg balance/head
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Official DOL plan name: Herman Kay Company, Incorporated Employee 401(k) Savings Plan · Sponsored by Mystic, Inc. · New York · Manufacturing

$22M in assets, 109 participants

Mystic, Inc.'s Herman Kay Company, Incorporated Employee 401(k) Savings Plan reported $22M in total assets and 109 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.

  • #11,046 in Manufacturing (17,777 peers)

Coverage in New York

Herman Kay Company, Incorporated Employee 401(k) Savings Plan covers 109 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $22M.

#11,046
in Manufacturing (17,777 peers)
+15.3%
assets growth YoY

Herman Kay Company, Incorporated Employee 401(k) Savings Plan's outsized position by total assets

Herman Kay Company, Incorporated Employee 401(k) Savings Plan vs every filed plan by assets

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

$22,074,184 Top 28% higher than 72% 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

Herman Kay Company, Incorporated Employee 401(k) Savings 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. Herman Kay Company, Incorporated Employee 401(k) Savings Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Herman Kay Company, Incorporated Employee 401(k) Savings Plan reported participants rose from 89 in the plan year 2023 filing to 109 in the plan year 2024 filing.
  • Herman Kay Company, Incorporated Employee 401(k) Savings Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Herman Kay Company, Incorporated Employee 401(k) Savings Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133533735 · Mystic, Inc. PY 2024 · 401(k)

Herman Kay Company, Incorporated Employee 401(k) Savings Plan · $22M · 109 · 72nd

  • NET $22M
  • NET 109
  • NET 72nd
  • NET 401(k)
  • NET near S. T. a. R. 401(k) Plan
  • NET ind #11046

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 Manufacturing retirement plans → · Plans in New York →

Herman Kay Company, Incorporated Employee 401(k) Savings Plan in the asset neighbourhood

Marchant-Schmidt, Inc. 401(k) Savings PlanMarchant-Schmidt, Inc. 401(k…$22MHerman Kay Company, Incorporated Employee 401(k) Savings PlanHerman Kay Company, Incorpor…$22MS. T. a. R. 401(k) Plan$22MForward Service Corporation 401(k) PlanForward Service Corporation …$22MBellavance Beverage Co., LLC Profit Sharing PlanBellavance Beverage Co., LLC…$22M
End-of-year total assets ($M) among Herman Kay Company, Incorporated Employee 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN133533735
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mystic, Inc.)

Sponsor-wide plan assets over time

All Mystic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 33.43432201494423% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.5M $22.1M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 109 $17M
2023 1 89 $19M
2024 1 109 $22M

Nearby 401(k) Plans in New York

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

Herman Kay Company, Incorporated Employee 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Herman Kay Company, Incorporated Employee 401(k) Savings Plan, Total assets ($B): 0.022074184 · Participants: 109Herman Kay Company, Incorporated Employee 401(k) Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Herman Kay Company, Incorporated Employee 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Herman Kay Company, Incorporated Employee 401(k) Savings Plan side-by-side with 3 peers →

Herman Kay Company, Incorporated Employee 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is S. T. a. R. 401(k) Plan in AZ ($22M); by covered participants it is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Herman Kay Company, Incorporated Employee 401(k) Savings Plan assets move in 2024? ▼
Herman Kay Company, Incorporated Employee 401(k) Savings Plan grew sharply - up 15.3% during 2024, from $19M to $22M. Reported net income was $3M.
How have Mystic, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mystic, Inc.'s sponsor-wide assets grew 33.4%, from $17M to $22M.
Which 401(k) plans are similar in size to Herman Kay Company, Incorporated Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is S. T. a. R. 401(k) Plan in AZ ($22M, 716 participants).
Which 401(k) plans cover a similar participant headcount to Herman Kay Company, Incorporated Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants, $12M 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 133533735.

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.