401(k) · DOL Form 5500 · 2024

Herzing University, Ltd 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
1,463
Participants Near avg headcount
86th
Percentile by assets National rank
$42,336
Avg per participant Low balance/head
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Official DOL plan name: Herzing University, Ltd. Savings Plan · Sponsored by Herzing University, Ltd · Wisconsin · Educational Services

$62M in assets, 1,463 participants

Herzing University, Ltd's Herzing University, Ltd. Savings Plan reported $62M in total assets and 1,463 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,752 in Educational Services (3,638 peers)

Coverage in Wisconsin

Herzing University, Ltd. Savings Plan covers 1,463 participants in Wisconsin, 2.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $62M.

#2,752
in Educational Services (3,638 peers)
+15.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Herzing University, Ltd. Savings Plan's outsized position by total assets

Herzing University, Ltd. Savings Plan vs every filed plan by assets

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

$61,936,864 Top 14% higher than 86% 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

Herzing University, Ltd. Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herzing University, Ltd. Savings Plan lands in the large band (1,463 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Herzing University, Ltd. Savings Plan reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Herzing University, Ltd. Savings Plan end-of-year assets rose from $54M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Herzing University, Ltd. Savings Plan reported participants rose from 1,420 in the plan year 2023 filing to 1,463 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 271503981 · Herzing University, Ltd PY 2024 · 401(k)

Herzing University, Ltd. Savings Plan · $62M · 1,463 · 86th

  • RANK $62M
  • PHOTO 1,463
  • IND 86th
  • EOY 401(k)
  • 5500 near Bend Memorial Clinic, P.C. 401(k) Retirement Plan
  • ASSETS ind #2752

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 Educational Services retirement plans → · Plans in Wisconsin →

Herzing University, Ltd. Savings Plan in the asset neighbourhood

Avion Solutions, Inc. 401(k) PlanAvion Solutions, Inc. 401(k)…$62MHerzing University, Ltd. Savings PlanHerzing University, Ltd. Sav…$62MBend Memorial Clinic, P.C. 401(k) Retirement PlanBend Memorial Clinic, P.C. 4…$62MLabconco Corporation Profit Sharing PlanLabconco Corporation Profit …$62MHarrell's 401(k) & Profit Sharing PlanHarrell's 401(k) & Profit Sh…$62M
End-of-year total assets ($M) among Herzing University, Ltd. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$62M
Net Income$8M
Employer EIN271503981
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herzing University, Ltd)

Sponsor-wide plan assets over time

All Herzing University, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$62M 41.806553566589066% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.7M $61.9M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 1,269 $44M
2023 1 1,420 $54M
2024 1 1,463 $62M

Nearby 401(k) Plans in Wisconsin

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

Herzing University, Ltd. Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Herzing University, Ltd. Savings Plan, Total assets ($B): 0.061936864 · Participants: 1463Herzing University, Ltd. Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Herzing University, Ltd. Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Herzing University, Ltd. Savings Plan side-by-side with 3 peers →

Herzing University, Ltd. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Bend Memorial Clinic, P.C. 401(k) Retirement Plan in OR ($62M); by covered participants it is Allan Myers Hourly Retirement Plan in PA (1,463 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,463 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 Herzing University, Ltd. Savings Plan assets move in 2024? ▼
Herzing University, Ltd. Savings Plan grew at a solid clip - up 15.0% during 2024, from $54M to $62M. Reported net income was $8M.
How have Herzing University, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herzing University, Ltd's sponsor-wide assets grew 41.8%, from $44M to $62M.
Where does Herzing University, Ltd. Savings Plan rank by assets among Form 5500 filers? ▼
Herzing University, Ltd. Savings Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Herzing University, Ltd. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bend Memorial Clinic, P.C. 401(k) Retirement Plan in OR ($62M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Herzing University, Ltd. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allan Myers Hourly Retirement Plan in PA (1,463 participants, $158M 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 271503981.

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.