Defined Benefit (Pension) · DOL Form 5500 · 2024

Hermann Financial Group Incorporated Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 7
Participants Small participant base: 39th
Percentile by assets National rank: $603,487
Avg per participant High balance/head

Official DOL plan name: Hermann Financial Group Defined Benefit Pension Plan · Sponsored by Hermann Financial Group Incorporated · California · Finance & Insurance

$4M in assets, 7 participants

Hermann Financial Group Incorporated's Hermann Financial Group Defined Benefit Pension Plan reported $4M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

#2,230 in Finance & Insurance (8,549 peers)

2024 asset change

Hermann Financial Group Defined Benefit Pension Plan surged 34.9% in 2024 ($3M → $4M) for 7 participants.

#2,230
in Finance & Insurance (8,549 peers): +34.9%
assets growth YoY

Hermann Financial Group Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Hermann Financial Group Defined Benefit Pension Plan vs every filed plan by assets

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

$4,224,409 39th percentile higher than 39% 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

Hermann Financial Group Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hermann Financial Group Defined Benefit Pension Plan is a micro filing (7 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 920663843 · Hermann Financial Group Incorporated PY 2024 · Defined Benefit (Pension)

Hermann Financial Group Defined Benefit Pension Plan · $4M · 7 · 39th

BOOK $4M
VS-ST 7
BOY 39th
SCH Defined Benefit (Pension)
EBSA near Emergency Care Specialists, P.C. Cash Balance Plan
PART ind #2230

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 Finance & Insurance retirement plans → · Plans in California →

End-of-year total assets ($M) among Hermann Financial Group Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$1M
Employer EIN	920663843
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Hermann Financial Group Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Kaiser Permanente Retirement Plan $34.5B · 135,057
Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
Western States Carpenters Pension Plan $11.3B · 48,582
Ilwu-Pma Pension Plan $10.8B · 15,833

Compare Hermann Financial Group Defined Benefit Pension Plan side-by-side with 3 peers →

Hermann Financial Group Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Emergency Care Specialists, P.C. Cash Balance Plan in MI ($4M); by covered participants it is Brown Baer Management, Inc. Cash Balance Plan in FL (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Emergency Care Specialists, P.C. Cash Balance Plan (MI) $4M · 109
Texans Credit Union Defined Benefit Plan (TX) $4M · 37
Gragson & Associates, Inc. Defined Benefit Pension Plan (NV) $4M · 2
Armadale Capital, Inc Defined Benefit Pension Plan (FL) $4M · 2

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

Brown Baer Management, Inc. Cash Balance Plan (FL) 7 · 0 off
Symphony Management Cash Balance Plan (FL) 7 · 0 off
Mosbacher Properties Group, LLC Retirement Plan (NY) 7 · 0 off
Boise Pathology Group, P.a. Cash Balance Retirement Plan (ID) 7 · 0 off

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 Hermann Financial Group Defined Benefit Pension Plan assets move in 2024? ▼

Hermann Financial Group Defined Benefit Pension Plan surged - up 34.9% during 2024, from $3M to $4M. Reported net income was $1M.

Which Defined Benefit (Pension) plans are similar in size to Hermann Financial Group Defined Benefit Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Emergency Care Specialists, P.C. Cash Balance Plan in MI ($4M, 109 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Hermann Financial Group Defined Benefit Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Brown Baer Management, Inc. Cash Balance Plan in FL (7 participants, $4M 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 920663843.