401(k) · DOL Form 5500 · 2024

Herdrich Petroleum Corporation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
158
Participants Small participant base
40th
Percentile by assets National rank
$28,367
Avg per participant Low balance/head
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Official DOL plan name: Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust · Sponsored by Herdrich Petroleum Corporation · Indiana · Retail Trade

$4M in assets, 158 participants

Herdrich Petroleum Corporation's Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,096 in Retail Trade (8,048 peers)

Coverage in Indiana

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust covers 158 participants in Indiana, about 29% of the average Indiana filer (state average ~541 per filing). Assets: $4M.

#4,096
in Retail Trade (8,048 peers)
+16.8%
assets growth YoY

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,482,064 40th percentile higher than 40% 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

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust reported net income fell from $795K in the plan year 2023 filing to $645K in the plan year 2024 filing.
  • Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust reported participants fell from 166 in the plan year 2023 filing to 158 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 351348760 · Herdrich Petroleum Corporation PY 2024 · 401(k)

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust · $4M · 158 · 40th

  • BOY $4M
  • SCH 158
  • EBSA 40th
  • PART 401(k)
  • TYPE near Craddock Health Center, P.C. 401(k) Plan
  • NET ind #4096

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 Retail Trade retirement plans → · Plans in Indiana →

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and TrustHerdrich Petroleum Corporati…$4MCraddock Health Center, P.C. 401(k) PlanCraddock Health Center, P.C.…$4M401(k) Profit Sharing Plan for Employees of San Antonio Metropolitan Ministry, Inc.401(k) Profit Sharing Plan f…$4M401(k) Profit Sharing Plan for Employees of Mountain West Brands, LLC401(k) Profit Sharing Plan f…$4M401(k) Profit Sharing Plan for Community Hope, Inc.401(k) Profit Sharing Plan f…$4M
End-of-year total assets ($M) among Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$645K
Employer EIN351348760
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herdrich Petroleum Corporation)

Sponsor-wide plan assets over time

All Herdrich Petroleum Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 47.343111577774984% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.04M $4.48M ▲ +47.4%
Year Plans Participants Total Assets
2022 1 210 $3M
2023 1 166 $4M
2024 1 158 $4M

Nearby 401(k) Plans in Indiana

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

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004482064 · Participants: 158Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Craddock Health Center, P.C. 401(k) Plan in AL ($4M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust grew sharply - up 16.8% during 2024, from $4M to $4M. Reported net income was $645K.
How have Herdrich Petroleum Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herdrich Petroleum Corporation's sponsor-wide assets grew 47.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Craddock Health Center, P.C. 401(k) Plan in AL ($4M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Herdrich Petroleum Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants, $277K 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 351348760.

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.