Defined Benefit (Pension) · DOL Form 5500 · 2024

Eric Herman Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
5
Participants Small participant base
42nd
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Eric Herman Prototype Defined Contribution Keogh Hr10 Plan · Sponsored by Eric Herman · New Jersey · Healthcare & Social Assistance

$5M in assets, 5 participants

Eric Herman's Eric Herman Prototype Defined Contribution Keogh Hr10 Plan reported $5M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,639 in Healthcare & Social Assistance (16,916 peers)

Eric Herman multi-year trail

Eric Herman's plans moved +21.8% in assets from 2022 to 2024; this filing shows Eric Herman Prototype Defined Contribution Keogh Hr10 Plan at $5M / 5 participants.

#7,639
in Healthcare & Social Assistance (16,916 peers)
+5.7%
assets growth YoY

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan vs every filed plan by assets

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

$5,021,229 42nd percentile higher than 42% 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

Eric Herman Prototype Defined Contribution Keogh Hr10 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. Eric Herman Prototype Defined Contribution Keogh Hr10 Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Eric Herman Prototype Defined Contribution Keogh Hr10 Plan reported net income fell from $626K in the plan year 2023 filing to $272K in the plan year 2024 filing.
  • Eric Herman Prototype Defined Contribution Keogh Hr10 Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133027390 · Eric Herman PY 2024 · Defined Benefit (Pension)

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan · $5M · 5 · 42nd

  • PCT $5M
  • EIN 5
  • RANK 42nd
  • PHOTO Defined Benefit (Pension)
  • IND near Milpower, Inc. Defined Benefit Pension Plan
  • EOY ind #7639

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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan in the asset neighbourhood

Eide Bailly Equity Partner Retirement PlanEide Bailly Equity Partner R…$5MLorraine E. Schwartz Inc. Defined Benefit PlanLorraine E. Schwartz Inc. De…$5MEric Herman Prototype Defined Contribution Keogh Hr10 PlanEric Herman Prototype Define…$5MMilpower, Inc. Defined Benefit Pension PlanMilpower, Inc. Defined Benef…$5MStitzel-Weller Hourly Retirement PlanStitzel-Weller Hourly Retire…$5M
End-of-year total assets ($M) among Eric Herman Prototype Defined Contribution Keogh Hr10 Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Eric Herman multi-year asset trail

Sponsor-wide plan assets over time

All Eric Herman plans reported in each filing year

Latest sponsor-wide plan assets
$5M 21.800463989846946% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.12M $5.02M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 5 $5M
2024 1 5 $5M

Eric Herman filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$272K
Employer EIN133027390
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Eric Herman Prototype Defined Contribution Keogh Hr10 Plan, Total assets ($B): 0.005021229 · Participants: 5Eric Herman Prototype Defined Contribution Keogh Hr10 PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
Eric Herman Prototype Defined Contribution Keogh Hr10 Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Eric Herman Prototype Defined Contribution Keogh Hr10 Plan side-by-side with 3 peers →

Eric Herman Prototype Defined Contribution Keogh Hr10 Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Milpower, Inc. Defined Benefit Pension Plan in ID ($5M); by covered participants it is Alan Tajerstein Pension Plan in NY (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Eric Herman Prototype Defined Contribution Keogh Hr10 Plan assets move in 2024? ▼
Eric Herman Prototype Defined Contribution Keogh Hr10 Plan grew at a solid clip - up 5.7% during 2024, from $5M to $5M. Reported net income was $272K.
How have Eric Herman plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eric Herman's sponsor-wide assets grew 21.8%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Eric Herman Prototype Defined Contribution Keogh Hr10 Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Milpower, Inc. Defined Benefit Pension Plan in ID ($5M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Eric Herman Prototype Defined Contribution Keogh Hr10 Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alan Tajerstein Pension Plan in NY (5 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 133027390.

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.