Money Purchase · DOL Form 5500 · 2024

Herskovitz & Wynn PC Money Purchase Plan

Data updated 2026-08-25

$887K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$443,343
Avg per participant High balance/head
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Official DOL plan name: Herskovitz & Wynn Profit Sharing Plan · Sponsored by Herskovitz & Wynn PC · Pennsylvania · Professional & Technical Services

$887K in assets, 2 participants

Herskovitz & Wynn PC's Herskovitz & Wynn Profit Sharing Plan reported $887K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,465 in Professional & Technical Services (20,173 peers)

Herskovitz & Wynn PC multi-year trail

Herskovitz & Wynn PC's plans moved +14.7% in assets from 2022 to 2024; this filing shows Herskovitz & Wynn Profit Sharing Plan at $887K / 2 participants.

#3,465
in Professional & Technical Services (20,173 peers)
+8.3%
assets growth YoY

Herskovitz & Wynn Profit Sharing Plan among the smaller filed plans by assets

Herskovitz & Wynn Profit Sharing Plan vs every filed plan by assets

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

$886,686 22nd percentile higher than 22% 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

Herskovitz & Wynn Profit Sharing 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. Herskovitz & Wynn Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Herskovitz & Wynn Profit Sharing Plan reported net income rose from $46K in the plan year 2023 filing to $68K in the plan year 2024 filing.
  • Herskovitz & Wynn Profit Sharing Plan end-of-year assets rose from $819K in the plan year 2023 filing to $887K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 251348698 · Herskovitz & Wynn PC PY 2024 · Money Purchase

Herskovitz & Wynn Profit Sharing Plan · $887K · 2 · 22nd

  • SCH $887K
  • EBSA 2
  • PART 22nd
  • TYPE Money Purchase
  • NET near Neuro Diagnostico Del Oeste, Csp Retirement Plan
  • BOOK ind #3465

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Herskovitz & Wynn Profit Sharing Plan in the asset neighbourhood

Asociados En Nefrologia Retirement PlanAsociados En Nefrologia Reti…$907KHerskovitz & Wynn Profit Sharing PlanHerskovitz & Wynn Profit Sha…$887KNeuro Diagnostico Del Oeste, Csp Retirement PlanNeuro Diagnostico Del Oeste,…$884KWabasha Fire Department Relief AssociationWabasha Fire Department Reli…$874KMinnesota Trading Corporation Money Purchase Pension Plan and TrustMinnesota Trading Corporatio…$870K
End-of-year total assets ($M) among Herskovitz & Wynn Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Herskovitz & Wynn PC multi-year asset trail

Sponsor-wide plan assets over time

All Herskovitz & Wynn PC plans reported in each filing year

Latest sponsor-wide plan assets
$887K 14.699399264215085% vs 2022
2024 filing year
$0.75M$0.8M$0.85M$0.9M$0.95M 202220232024 $0.77M $0.89M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 2 $773K
2023 1 2 $819K
2024 1 2 $887K

Herskovitz & Wynn PC filing trail (2024)

Total Assets (Beginning of Year)$819K
Net Assets (End of Year)$887K
Net Income$68K
Employer EIN251348698
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Herskovitz & Wynn Profit Sharing Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Herskovitz & Wynn Profit Sharing Plan, Total assets ($M): 0.886686 · Participants: 2Herskovitz & Wynn Profit Sharing PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 805.686551 · Participants: 3427Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 338.044788 · Participants: 484Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 193.343343 · Participants: 657IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 181.070322 · Participants: 1500Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 153.792471 · Participants: 602Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Herskovitz & Wynn Profit Sharing Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Herskovitz & Wynn Profit Sharing Plan side-by-side with 3 peers →

Herskovitz & Wynn Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Neuro Diagnostico Del Oeste, Csp Retirement Plan in PR ($884K); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Herskovitz & Wynn Profit Sharing Plan assets move in 2024? ▼
Herskovitz & Wynn Profit Sharing Plan grew at a solid clip - up 8.3% during 2024, from $819K to $887K. Reported net income was $68K.
How have Herskovitz & Wynn PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herskovitz & Wynn PC's sponsor-wide assets grew 14.7%, from $773K to $887K.
Where does Herskovitz & Wynn Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Herskovitz & Wynn Profit Sharing Plan ranks in the 22nd 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 Money Purchase plans are similar in size to Herskovitz & Wynn Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Neuro Diagnostico Del Oeste, Csp Retirement Plan in PR ($884K, 12 participants).
Which Money Purchase plans cover a similar participant headcount to Herskovitz & Wynn Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 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 251348698.

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.