401(k) · DOL Form 5500 · 2024

Herrick & Company 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$266,499
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Herrick 401(k) · Sponsored by Herrick & Company · Texas · Real Estate

$1M in assets, 4 participants

Herrick & Company's Herrick 401(k) reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,876 in Real Estate (4,605 peers)

2024 asset change

Herrick 401(k) grew at a solid clip 14.1% in 2024 ($935K → $1M) for 4 participants.

#1,876
in Real Estate (4,605 peers)
+14.1%
assets growth YoY

Herrick 401(k) among the smaller filed plans by assets

Herrick 401(k) vs every filed plan by assets

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

$1,065,995 24th percentile higher than 24% 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

Herrick 401(k) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herrick 401(k) is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Herrick 401(k) reported net income rose from -$170K in the plan year 2023 filing to $131K in the plan year 2024 filing.
  • Herrick 401(k) reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Herrick 401(k) end-of-year assets rose from $935K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133381593 · Herrick & Company PY 2024 · 401(k)

Herrick 401(k) · $1M · 4 · 24th

  • BOOK $1M
  • BOOK 4
  • BOOK 24th
  • BOOK 401(k)
  • BOOK near David B. Domek, M.D. 401(k) Plan
  • BOOK ind #1876

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 Real Estate retirement plans → · Plans in Texas →

Herrick 401(k) in the asset neighbourhood

Herrick 401(k)$1MDavid B. Domek, M.D. 401(k) PlanDavid B. Domek, M.D. 401(k) …$1MCaibo Inc. 401(k) Plan$1MFallon Holdings, Inc. 401(k) PlanFallon Holdings, Inc. 401(k)…$1MPlaza Union 401(k) Plan$1M
End-of-year total assets ($M) among Herrick 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Herrick & Company years around the 2024 move

Sponsor-wide plan assets over time

All Herrick & Company plans reported in each filing year

Latest sponsor-wide plan assets
$1M 3.5108283806216973% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M 202220232024 $1.1M $1.07M ▼ -2.7%
Year Plans Participants Total Assets
2022 2 4 $1M
2023 1 3 $935K
2024 1 4 $1M

2024 asset-move particulars

Total Assets (Beginning of Year)$935K
Net Assets (End of Year)$1M
Net Income$131K
Employer EIN133381593
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Herrick 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Herrick 401(k), Total assets ($B): 0.001065995 · Participants: 4Herrick 401(k)AT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Herrick 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Herrick 401(k) side-by-side with 3 peers →

Herrick 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is David B. Domek, M.D. 401(k) Plan in OK ($1M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Herrick 401(k) assets move in 2024? ▼
Herrick 401(k) grew at a solid clip - up 14.1% during 2024, from $935K to $1M. Reported net income was $131K.
How have Herrick & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herrick & Company's sponsor-wide assets declined 3.5%, from $1M to $1M.
Where does Herrick 401(k) rank by assets among Form 5500 filers? ▼
Herrick 401(k) ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Herrick 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is David B. Domek, M.D. 401(k) Plan in OK ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Herrick 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 133381593.

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.