401(k)
2024 plan-year 401(k) DOL Form 5500

Herkules USA Corp 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Herkules USA Corp · Pennsylvania · Manufacturing

What the 2023 filing shows

Herkules USA Corp 401(k) Profit Sharing Plan & Trust holds $15M for 105 participants — about $144,278 per participant, down 2.6% over the 2024 plan year.

$15M
total plan assets (2024 EOY)
105
covered participants
$144,278
avg assets per participant
-2.6%
assets change YoY

The plan reported a net loss of $407K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$15M
Participants
105
State
Industry
Manufacturing

What the Filing Says About Herkules USA Corp 401(k) Profit Sharing Plan & Trust

Herkules USA Corp 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Herkules USA Corp, headquartered in Pennsylvania. As of the 2024 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 105 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 640717023, and the plan has been effective since 1993-07-23. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2024 to $15M at year-end — a decline of 2.6%. Net assets (after liabilities) closed the year at $15M, with reported net income of $-406,549 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$-406,549
Plan Type401(k)
Employer EIN640717023
Plan Effective Date1993-07-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Herkules USA Corp)

Year Plans Participants Total Assets
2022 1 96 $14M
2023 1 105 $16M
2024 1 105 $15M

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Frequently Asked Questions

How much money is in the Herkules USA Corp 401(k) Profit Sharing Plan & Trust?
As of the 2024 Form 5500 filing, Herkules USA Corp 401(k) Profit Sharing Plan & Trust holds $15M in total assets with 105 participants. It is sponsored by Herkules USA Corp.
What type of plan is Herkules USA Corp 401(k) Profit Sharing Plan & Trust?
Herkules USA Corp 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 1993-07-23. The plan is filed with the U.S. Department of Labor under EIN 640717023.
Who sponsors the Herkules USA Corp 401(k) Profit Sharing Plan & Trust?
Herkules USA Corp 401(k) Profit Sharing Plan & Trust is sponsored by Herkules USA Corp, located in Pennsylvania. The sponsor's EIN is 640717023 and the plan operates in the Manufacturing industry.
How did Herkules USA Corp 401(k) Profit Sharing Plan & Trust perform in 2024?
Herkules USA Corp 401(k) Profit Sharing Plan & Trust declined by 2.6% during 2024, moving from $16M to $15M in total assets. Net income was $-406,549.
Where can I find official filings for Herkules USA Corp 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for Herkules USA Corp 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 640717023 or plan name at efast.dol.gov.
How does Herkules USA Corp 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare Herkules USA Corp 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 640717023.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.