401(k) · DOL Form 5500 · 2024

Herzfeld & Rubin, P.C. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
23
Participants Small participant base
70th
Percentile by assets National rank
$838,778
Avg per participant High balance/head
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Official DOL plan name: Herzfeld & Rubin, P.C. Employees 401(k) Plan · Sponsored by Herzfeld & Rubin, P.C. · New York · Professional & Technical Services

$19M in assets, 23 participants

Herzfeld & Rubin, P.C.'s Herzfeld & Rubin, P.C. Employees 401(k) Plan reported $19M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,866 in Professional & Technical Services (20,173 peers)

2024 asset change

Herzfeld & Rubin, P.C. Employees 401(k) Plan pulled back noticeably 8.5% in 2024 ($21M → $19M) for 23 participants.

#13,866
in Professional & Technical Services (20,173 peers)
-8.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Herzfeld & Rubin, P.C. Employees 401(k) Plan's outsized position by total assets

Herzfeld & Rubin, P.C. Employees 401(k) Plan vs every filed plan by assets

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

$19,291,902 Top 30% higher than 70% 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

Herzfeld & Rubin, P.C. Employees 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herzfeld & Rubin, P.C. Employees 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Herzfeld & Rubin, P.C. Employees 401(k) Plan reported net income fell from -$205K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Herzfeld & Rubin, P.C. Employees 401(k) Plan reported participants fell from 49 in the plan year 2023 filing to 23 in the plan year 2024 filing.
  • Herzfeld & Rubin, P.C. Employees 401(k) Plan end-of-year assets fell from $21M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 132688520 · Herzfeld & Rubin, P.C. PY 2024 · 401(k)

Herzfeld & Rubin, P.C. Employees 401(k) Plan · $19M · 23 · 70th

  • IND $19M
  • IND 23
  • IND 70th
  • IND 401(k)
  • IND near District Energy Holdings 401(k) Plan
  • IND ind #13866

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 New York →

Herzfeld & Rubin, P.C. Employees 401(k) Plan in the asset neighbourhood

Herzfeld & Rubin, P.C. Employees 401(k) PlanHerzfeld & Rubin, P.C. Emplo…$19MDistrict Energy Holdings 401(k) PlanDistrict Energy Holdings 401…$19MHenry Resources 401(k) Profit Sharing PlanHenry Resources 401(k) Profi…$19MCapitol Auto Group 401(k) Profit Sharing PlanCapitol Auto Group 401(k) Pr…$19MWittmann USA Inc.$19M
End-of-year total assets ($M) among Herzfeld & Rubin, P.C. Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Herzfeld & Rubin, P.C. years around the 2024 move

Sponsor-wide plan assets over time

All Herzfeld & Rubin, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 9.425712814857226% vs 2022
2024 filing year
$19M$20M$21M$22M 202220232024 $21.3M $19.3M ▼ -9.4%
Year Plans Participants Total Assets
2022 1 50 $21M
2023 1 49 $21M
2024 1 23 $19M

2024 asset-move particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN132688520
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Herzfeld & Rubin, P.C. Employees 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Herzfeld & Rubin, P.C. Employees 401(k) Plan, Total assets ($B): 0.019291902 · Participants: 23Herzfeld & Rubin, P.C. Employees 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Herzfeld & Rubin, P.C. Employees 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Herzfeld & Rubin, P.C. Employees 401(k) Plan side-by-side with 3 peers →

Herzfeld & Rubin, P.C. Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is District Energy Holdings 401(k) Plan in TX ($19M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Herzfeld & Rubin, P.C. Employees 401(k) Plan assets move in 2024? ▼
Herzfeld & Rubin, P.C. Employees 401(k) Plan pulled back noticeably - down 8.5% during 2024, from $21M to $19M. Reported net income was -$2M.
How have Herzfeld & Rubin, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herzfeld & Rubin, P.C.'s sponsor-wide assets declined 9.4%, from $21M to $19M.
Which 401(k) plans are similar in size to Herzfeld & Rubin, P.C. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is District Energy Holdings 401(k) Plan in TX ($19M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Herzfeld & Rubin, P.C. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M 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 132688520.

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.