Profit Sharing · DOL Form 5500 · 2024
J.J. Herlihy Co., Inc. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: J. J. Herlihy Profit Sharing Plan · Sponsored by J.J. Herlihy Co., Inc. · Connecticut · Professional & Technical Services
$4M in assets, 2 participants
J.J. Herlihy Co., Inc.'s J. J. Herlihy Profit Sharing Plan reported $4M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #6,838 in Professional & Technical Services (20,173 peers)
J.J. Herlihy Co., Inc. multi-year trail
J.J. Herlihy Co., Inc.'s plans moved +43.4% in assets from 2022 to 2024; this filing shows J. J. Herlihy Profit Sharing Plan at $4M / 2 participants.
- #6,838
- in Professional & Technical Services (20,173 peers)
- +19.9%
- assets growth YoY
J. J. Herlihy Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
J. J. Herlihy Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,680,947 37th percentile higher than 37% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
J. J. Herlihy 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. J. J. Herlihy 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
- J. J. Herlihy Profit Sharing Plan reported net income rose from $503K in the plan year 2023 filing to $610K in the plan year 2024 filing.
- J. J. Herlihy Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 060841209 · J.J. Herlihy Co., Inc. PY 2024 · Profit Sharing
J. J. Herlihy Profit Sharing Plan · $4M · 2 · 37th
- EBSA $4M
- PART 2
- TYPE 37th
- NET Profit Sharing
- BOOK near Dr. Brezel Profit Sharing Plan
- VS-ST ind #6838
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 Connecticut →
J. J. Herlihy Profit Sharing Plan in the asset neighbourhood
J.J. Herlihy Co., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All J.J. Herlihy Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 43.36970793210854% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $3M |
| 2024 | 1 | 2 | $4M |
J.J. Herlihy Co., Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $610K |
| Employer EIN | 060841209 |
| Plan Effective Date | 1996-05-26 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Connecticut
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- North Atlantic States Carpenters Annuity Plan $1.3B · 10,631
- Connecticut Children's Retirement Savings Plan $541M · 3,179
- Connecticut Pipetrades Local No. 777 Annuity Plan $277M · 2,660
- Connecticut Laborers' Annuity Plan $274M · 3,043
- Bridgeport Hospital Employer Contribution Retirement Plan $254M · 4,331
J. J. Herlihy Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Connecticut, the nearest Profit Sharing by assets is Dr. Brezel Profit Sharing Plan in NY ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
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.