401(k) · DOL Form 5500 · 2024
Herkules USA Corp 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $144,278
- Avg per participant Near avg balance/head
Official DOL plan name: Herkules USA Corp 401(k) Profit Sharing Plan & Trust · Sponsored by Herkules USA Corp · Pennsylvania · Manufacturing
$15M in assets, 105 participants
Herkules USA Corp's Herkules USA Corp 401(k) Profit Sharing Plan & Trust reported $15M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #9,367 in Manufacturing (17,777 peers)
Coverage in Pennsylvania
Herkules USA Corp 401(k) Profit Sharing Plan & Trust covers 105 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $15M.
- #9,367
- in Manufacturing (17,777 peers)
- -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.
Herkules USA Corp 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers
Herkules USA Corp 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,149,225 Top 35% higher than 65% 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
Herkules USA Corp 401(k) Profit Sharing Plan & Trust 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. Herkules USA Corp 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Herkules USA Corp 401(k) Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2023 filing to -$407K in the plan year 2024 filing.
- Herkules USA Corp 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $16M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 640717023 · Herkules USA Corp PY 2024 · 401(k)
Herkules USA Corp 401(k) Profit Sharing Plan & Trust · $15M · 105 · 65th
- VS-ST $15M
- BOY 105
- SCH 65th
- EBSA 401(k)
- PART near Wico Metal Products 401(k) Plan
- TYPE ind #9367
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 Manufacturing retirement plans → · Plans in Pennsylvania →
Herkules USA Corp 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$407K |
| Employer EIN | 640717023 |
| Plan Effective Date | 1993-07-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Herkules USA Corp)
Sponsor-wide plan assets over time
All Herkules USA Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 10.50026503185014% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 96 | $14M |
| 2023 | 1 | 105 | $16M |
| 2024 | 1 | 105 | $15M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Herkules USA Corp 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Wico Metal Products 401(k) Plan in MI ($15M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Wico Metal Products 401(k) Plan (MI) $15M · 278
- Ideal People Services 401(k) Plan (TX) $15M · 1,288
- Swnb Bancorp Inc 401(k) Plan (TX) $15M · 140
- Tighitco, Inc. Aerostructures Division 401(k) Plan (GA) $15M · 223
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- Medwest Associates, Inc. Profit Sharing Plan (IL) 105 · 0 off
- Boys & Girls Clubs of St. Lucie County 401(k) Plan (FL) 105 · 0 off
- M2 Strategy, Inc. 401(k) Plan (VA) 105 · 0 off
- Laforce & Company, LLC 401(k) & Profit Sharing Plan (NY) 105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.