401(k) · DOL Form 5500 · 2024

Herbert, Rowland & Grubic, Inc. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
341
Participants Below avg headcount
85th
Percentile by assets National rank
$165,724
Avg per participant Above avg balance/head
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Official DOL plan name: Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan · Sponsored by Herbert, Rowland & Grubic, Inc. · Pennsylvania · Professional & Technical Services

$57M in assets, 341 participants

Herbert, Rowland & Grubic, Inc.'s Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan reported $57M in total assets and 341 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,419 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan covers 341 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $57M.

#17,419
in Professional & Technical Services (20,173 peers)
+22.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan's outsized position by total assets

Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan vs every filed plan by assets

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

$56,512,040 Top 15% higher than 85% 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

Herbert, Rowland & Grubic, Inc. Profit Sharing and 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. Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan sits mid-pack in the medium band (341 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan end-of-year assets rose from $46M in the plan year 2023 filing to $57M in the plan year 2024 filing.
  • Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan reported participants rose from 313 in the plan year 2023 filing to 341 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 231609730 · Herbert, Rowland & Grubic, Inc. PY 2024 · 401(k)

Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan · $57M · 341 · 85th

  • 5500 $57M
  • 5500 341
  • 5500 85th
  • 5500 401(k)
  • 5500 near Human Interest 401(k) Plan
  • 5500 ind #17419

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 Pennsylvania →

Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan in the asset neighbourhood

Cit Trucks Retirement Readiness PlanCit Trucks Retirement Readin…$57MHerbert, Rowland & Grubic, Inc. Profit Sharing and Savings PlanHerbert, Rowland & Grubic, I…$57MHuman Interest 401(k) Plan$57MLikewize Corp. 401(k) Plan$57MHospice Retirement Plan$57M
End-of-year total assets ($M) among Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$57M
Net Income$10M
Employer EIN231609730
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herbert, Rowland & Grubic, Inc.)

Sponsor-wide plan assets over time

All Herbert, Rowland & Grubic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$107M 57.13465941455318% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $68.4M $107M ▲ +57.1%
Year Plans Participants Total Assets
2022 2 530 $68M
2023 2 620 $88M
2024 2 675 $107M

Nearby 401(k) Plans in Pennsylvania

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

Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan, Total assets ($B): 0.05651204 · Participants: 341Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan side-by-side with 3 peers →

Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Human Interest 401(k) Plan in CA ($57M); by covered participants it is Keeler Motor Car Co Limited 401(k) Profit Sharing Plan and Trust in NY (341 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (341 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 Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan assets move in 2024? ▼
Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan grew sharply - up 22.6% during 2024, from $46M to $57M. Reported net income was $10M.
How have Herbert, Rowland & Grubic, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herbert, Rowland & Grubic, Inc.'s sponsor-wide assets grew 57.1%, from $68M to $107M.
Where does Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Human Interest 401(k) Plan in CA ($57M, 793 participants).
Which 401(k) plans cover a similar participant headcount to Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keeler Motor Car Co Limited 401(k) Profit Sharing Plan and Trust in NY (341 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 231609730.

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.