401(k) · DOL Form 5500 · 2024

Mel R. Hertz 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
32nd
Percentile by assets National rank
$2.6M
Avg per participant High balance/head
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Official DOL plan name: Mel R. Hertz 401(k) Retirement Savings Plan · Sponsored by Mel R. Hertz · Hawaii · Finance & Insurance

$3M in assets, 1 participants

Mel R. Hertz's Mel R. Hertz 401(k) Retirement Savings Plan reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,787 in Finance & Insurance (8,549 peers)

Mel R. Hertz multi-year trail

Mel R. Hertz's plans moved +16.3% in assets from 2022 to 2024; this filing shows Mel R. Hertz 401(k) Retirement Savings Plan at $3M / 1 participant.

#1,787
in Finance & Insurance (8,549 peers)
+9.6%
assets growth YoY

Mel R. Hertz 401(k) Retirement Savings Plan among the smaller filed plans by assets

Mel R. Hertz 401(k) Retirement Savings Plan vs every filed plan by assets

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

$2,599,908 32nd percentile higher than 32% 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

Mel R. Hertz 401(k) Retirement Savings 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. Mel R. Hertz 401(k) Retirement Savings Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mel R. Hertz 401(k) Retirement Savings Plan reported net income rose from $137K in the plan year 2023 filing to $227K in the plan year 2024 filing.
  • Mel R. Hertz 401(k) Retirement Savings Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 990305555 · Mel R. Hertz PY 2024 · 401(k)

Mel R. Hertz 401(k) Retirement Savings Plan · $3M · 1 · 32nd

  • RANK $3M
  • RANK 1
  • RANK 32nd
  • RANK 401(k)
  • RANK near Desert Empire Transfer & Storage Inc. Profit Sharing Plan
  • RANK ind #1787

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 Hawaii →

Mel R. Hertz 401(k) Retirement Savings Plan in the asset neighbourhood

Mel R. Hertz 401(k) Retirement Savings PlanMel R. Hertz 401(k) Retireme…$3MDesert Empire Transfer & Storage Inc. Profit Sharing PlanDesert Empire Transfer & Sto…$3MWard, Anderson, Porritt & Bryant 401(k) PlanWard, Anderson, Porritt & Br…$3MLandmark Healthcare, Inc. 401(k) PlanLandmark Healthcare, Inc. 40…$3MWorldtravelservice 401(k) Retirement PlanWorldtravelservice 401(k) Re…$3M
End-of-year total assets ($M) among Mel R. Hertz 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mel R. Hertz multi-year asset trail

Sponsor-wide plan assets over time

All Mel R. Hertz plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.266947625253% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M 202220232024 $2.24M $2.6M ▲ +16.1%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $3M

Mel R. Hertz filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$227K
Employer EIN990305555
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

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

Mel R. Hertz 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.522.5 Total assets ($B) Participants Mel R. Hertz 401(k) Retirement Savings Plan, Total assets ($B): 0.002599908 · Participants: 1Mel R. Hertz 401(k) Retirement Savings PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.952191043 · Participants: 9096The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.819916775 · Participants: 1895Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.780660919 · Participants: 2732Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.695629837 · Participants: 1140Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.653492062 · Participants: 2514Kamehameha Schools 401(k) Retirement Savings Plan
Mel R. Hertz 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Mel R. Hertz 401(k) Retirement Savings Plan side-by-side with 3 peers →

Mel R. Hertz 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Desert Empire Transfer & Storage Inc. Profit Sharing Plan in CA ($3M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mel R. Hertz 401(k) Retirement Savings Plan assets move in 2024? ▼
Mel R. Hertz 401(k) Retirement Savings Plan grew at a solid clip - up 9.6% during 2024, from $2M to $3M. Reported net income was $227K.
How have Mel R. Hertz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mel R. Hertz's sponsor-wide assets grew 16.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Mel R. Hertz 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Desert Empire Transfer & Storage Inc. Profit Sharing Plan in CA ($3M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Mel R. Hertz 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 990305555.

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.