401(k) · DOL Form 5500 · 2024
Hercules Forwarding, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 387
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $36,327
- Avg per participant Low balance/head
Official DOL plan name: Hercules Forwarding, Inc. Retirement Plan · Sponsored by Hercules Forwarding, Inc. · Illinois · Transportation & Warehousing
$14M in assets, 387 participants
Hercules Forwarding, Inc.'s Hercules Forwarding, Inc. Retirement Plan reported $14M in total assets and 387 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #2,108 in Transportation & Warehousing (3,299 peers)
Coverage in Illinois
Hercules Forwarding, Inc. Retirement Plan covers 387 participants in Illinois, about 50% of the average Illinois filer (state average ~779 per filing). Assets: $14M.
- #2,108
- in Transportation & Warehousing (3,299 peers)
- -0.5%
- assets change YoY
The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hercules Forwarding, Inc. Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Hercules Forwarding, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,058,423 Top 37% higher than 63% 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
Hercules Forwarding, Inc. 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. Hercules Forwarding, Inc. Retirement Plan sits mid-pack in the medium band (387 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hercules Forwarding, Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$66K in the plan year 2024 filing.
- Hercules Forwarding, Inc. Retirement Plan reported participants rose from 319 in the plan year 2023 filing to 387 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 954285131 · Hercules Forwarding, Inc. PY 2024 · 401(k)
Hercules Forwarding, Inc. Retirement Plan · $14M · 387 · 63rd
- PHOTO $14M
- IND 387
- EOY 63rd
- 5500 401(k)
- ASSETS near The Church Home of the Protestant Episcopal Employees' Retirement Plan
- PCT ind #2108
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 Transportation & Warehousing retirement plans → · Plans in Illinois →
Hercules Forwarding, Inc. Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$66K |
| Employer EIN | 954285131 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hercules Forwarding, Inc.)
Sponsor-wide plan assets over time
All Hercules Forwarding, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 13.017653392248452% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 322 | $12M |
| 2023 | 1 | 319 | $14M |
| 2024 | 1 | 387 | $14M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Hercules Forwarding, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is The Church Home of the Protestant Episcopal Employees' Retirement Plan in NY ($14M); by covered participants it is Schumacher Homes, Inc. 401(k) Plan in OH (387 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (387 participants); asset peers above are excluded.
- Schumacher Homes, Inc. 401(k) Plan (OH) 387 · 0 off
- Mgi Retirement & Savings Plan (PR) 387 · 0 off
- Providence Place 401(k) Retirement Plan (PA) 387 · 0 off
- Children and Families First Delaware, Inc 401(k) Plan (DE) 387 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.