401(k) · DOL Form 5500 · 2024

Hertrich Family of Automobile Dealers 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
902
Participants Near avg headcount
82nd
Percentile by assets National rank
$46,299
Avg per participant Low balance/head
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Official DOL plan name: Hertrich Family of Automobile Dealers 401 (K) Plan · Sponsored by Hertrich Family of Automobile Dealers · Delaware · Retail Trade

$42M in assets, 902 participants

Hertrich Family of Automobile Dealers's Hertrich Family of Automobile Dealers 401 (K) Plan reported $42M in total assets and 902 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,220 in Retail Trade (8,048 peers)

Where Hertrich Family of Automobile Dealers 401 (K) Plan sits by assets

Hertrich Family of Automobile Dealers 401 (K) Plan sits in the top quartile of all filed plans by assets, $42M for 902 participants (~$46,299/participant), up 14.1% in 2024.

#7,220
in Retail Trade (8,048 peers)
+14.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hertrich Family of Automobile Dealers 401 (K) Plan's outsized position by total assets

Hertrich Family of Automobile Dealers 401 (K) Plan vs every filed plan by assets

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

$41,761,301 Top 18% higher than 82% 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

Hertrich Family of Automobile Dealers 401 (K) 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. Hertrich Family of Automobile Dealers 401 (K) Plan sits mid-pack in the medium band (902 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hertrich Family of Automobile Dealers 401 (K) Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Hertrich Family of Automobile Dealers 401 (K) Plan end-of-year assets rose from $37M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Hertrich Family of Automobile Dealers 401 (K) Plan reported participants rose from 791 in the plan year 2023 filing to 902 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 510302019 · Hertrich Family of Automobile Dealers PY 2024 · 401(k)

Hertrich Family of Automobile Dealers 401 (K) Plan · $42M · 902 · 82nd

  • TYPE $42M
  • NET 902
  • BOOK 82nd
  • VS-ST 401(k)
  • BOY near Cb&s Bank 401(k) Profit Sharing Plan
  • SCH ind #7220

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 Retail Trade retirement plans → · Plans in Delaware →

Hertrich Family of Automobile Dealers 401 (K) Plan in the asset neighbourhood

Hertrich Family of Automobile Dealers 401 (K) PlanHertrich Family of Automobil…$42MCb&s Bank 401(k) Profit Sharing PlanCb&s Bank 401(k) Profit Shar…$42MWeiler Corporation Profit Sharing & 401(k) PlanWeiler Corporation Profit Sh…$42MAmerican Rock Salt Company 401(k) PlanAmerican Rock Salt Company 4…$42MMelton & Melton Salary Deferral Plan and TrustMelton & Melton Salary Defer…$42M
End-of-year total assets ($M) among Hertrich Family of Automobile Dealers 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN510302019
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hertrich Family of Automobile Dealers)

Sponsor-wide plan assets over time

All Hertrich Family of Automobile Dealers plans reported in each filing year

Latest sponsor-wide plan assets
$42M 45.03554388839918% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.8M $41.8M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 686 $29M
2023 1 791 $37M
2024 1 902 $42M

Nearby 401(k) Plans in Delaware

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

Hertrich Family of Automobile Dealers 401 (K) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -20246810 Total assets ($B) Participants Hertrich Family of Automobile Dealers 401 (K) Plan, Total assets ($B): 0.041761301 · Participants: 902Hertrich Family of Automobile Dealers 401 (K) PlanAstrazeneca Savings and Security Plan, Total assets ($B): 8.644002344 · Participants: 17175Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 7.020466008 · Participants: 9658Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.411317052 · Participants: 9391Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 2.009619555 · Participants: 8887Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.306775357 · Participants: 1405Ashland Employee Savings Plan
Hertrich Family of Automobile Dealers 401 (K) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Hertrich Family of Automobile Dealers 401 (K) Plan side-by-side with 3 peers →

Hertrich Family of Automobile Dealers 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Cb&s Bank 401(k) Profit Sharing Plan in AL ($42M); by covered participants it is Computer Task Group, Inc. 401(k) Retirement Plan in NY (902 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (902 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 Hertrich Family of Automobile Dealers 401 (K) Plan assets move in 2024? ▼
Hertrich Family of Automobile Dealers 401 (K) Plan grew at a solid clip - up 14.1% during 2024, from $37M to $42M. Reported net income was $5M.
How have Hertrich Family of Automobile Dealers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hertrich Family of Automobile Dealers's sponsor-wide assets grew 45.0%, from $29M to $42M.
Where does Hertrich Family of Automobile Dealers 401 (K) Plan rank by assets among Form 5500 filers? ▼
Hertrich Family of Automobile Dealers 401 (K) Plan ranks in the 82nd 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 Hertrich Family of Automobile Dealers 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cb&s Bank 401(k) Profit Sharing Plan in AL ($42M, 518 participants).
Which 401(k) plans cover a similar participant headcount to Hertrich Family of Automobile Dealers 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Computer Task Group, Inc. 401(k) Retirement Plan in NY (902 participants, $185M 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 510302019.

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.