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
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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

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

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.

See the national 2023→2024 release diff →

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 Profit Sharing PlanJ. J. Herlihy Profit Sharing…$4MDr. Brezel Profit Sharing PlanDr. Brezel Profit Sharing Pl…$4MAts, LLC Profit Sharing Plan$4MWorld Terminal Parking, Inc. Profit Sharing PlanWorld Terminal Parking, Inc.…$4MParwan Pension Plan$4M
End-of-year total assets ($M) among J. J. Herlihy Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

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
$2M$2.5M$3M$3.5M$4M 202220232024 $2.57M $3.68M ▲ +43.2%
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 EIN060841209
Plan Effective Date1996-05-26
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Connecticut

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

J. J. Herlihy Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants J. J. Herlihy Profit Sharing Plan, Total assets ($B): 0.003680947 · Participants: 2J. J. Herlihy Profit Sharing PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.340089089 · Participants: 10631North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.540767273 · Participants: 3179Connecticut Children's Retirement Savings PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.276525817 · Participants: 2660Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.274215777 · Participants: 3043Connecticut Laborers' Annuity PlanBridgeport Hospital Employer Contribution Retirement Plan, Total assets ($B): 0.253791194 · Participants: 4331Bridgeport Hospital Employer Contribution Retirement Plan
J. J. Herlihy Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants

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.

Frequently Asked Questions

How did J. J. Herlihy Profit Sharing Plan assets move in 2024?
J. J. Herlihy Profit Sharing Plan grew sharply - up 19.9% during 2024, from $3M to $4M. Reported net income was $610K.
How have J.J. Herlihy Co., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), J.J. Herlihy Co., Inc.'s sponsor-wide assets grew 43.4%, from $3M to $4M.
Which Profit Sharing plans are similar in size to J. J. Herlihy Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Dr. Brezel Profit Sharing Plan in NY ($4M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to J. J. Herlihy Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).