401(k) · DOL Form 5500 · 2024

Herzing University, Ltd 401(k) Plan

Data updated 2026-08-11

$62M
Total assets
1,463
Participants
86th
Percentile by assets
$42,336
Avg per participant
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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.

  • 86th percentile by assets (of 123,622 plans)
  • #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.

$62M
total plan assets (2024 EOY)
1,463
covered participants
86th
percentile by assets (of 123,622 plans)
$42,336
avg assets per participant

Where Herzing University, Ltd. Savings Plan sits 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 $2,010,000,000 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

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 →

State
Wisconsin
Industry
Educational Services

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Herzing University, Ltd. Savings Plan reports 1,463 participants - 2.6x that state average ($62M EOY assets).

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)

$40M$50M$60M$70M 202220232024 $43.7M $61.9M ▲ +41.8%
Total plan assets by year, all Herzing University, Ltd plans on file
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 ($B) Participants Herzing University, …, Total assets ($B): 0.061936864 · Participants: 1463Herzing University, …Advocate Aurora Heal…, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation …
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Herzing University, Ltd. Savings Plan by total assets, not by location.

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).

Next read for Herzing University, Ltd. Savings Plan

Filing takeaways

Ways to act on Herzing University, Ltd. Savings Plan's numbers.

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.