Profit Sharing · DOL Form 5500 · 2024

Herms Lumber Sales, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$380,605
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Herms Lumber Sales, Inc. Profit Sharing Plan · Sponsored by Herms Lumber Sales, Inc. · California · Wholesale Trade

$2M in assets, 4 participants

Herms Lumber Sales, Inc.'s Herms Lumber Sales, Inc. Profit Sharing Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #956 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Herms Lumber Sales, Inc. Profit Sharing Plan holds $2M for 4 participants - about $380,605 per participant, in the lower half of filed plans by assets.

#956
in Wholesale Trade (6,080 peers)
+1.2%
assets growth YoY

Herms Lumber Sales, Inc. Profit Sharing Plan among the smaller filed plans by assets

Herms Lumber Sales, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,522,419 27th percentile higher than 27% 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

Herms Lumber Sales, Inc. 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. Herms Lumber Sales, Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Herms Lumber Sales, Inc. Profit Sharing Plan reported net income rose from -$11K in the plan year 2023 filing to $19K in the plan year 2024 filing.
  • Herms Lumber Sales, Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330679344 · Herms Lumber Sales, Inc. PY 2024 · Profit Sharing

Herms Lumber Sales, Inc. Profit Sharing Plan · $2M · 4 · 27th

  • EBSA $2M
  • PART 4
  • TYPE 27th
  • NET Profit Sharing
  • BOOK near Randallwood Radiology Profit Sharing and Savings Plan
  • VS-ST ind #956

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 Wholesale Trade retirement plans → · Plans in California →

Herms Lumber Sales, Inc. Profit Sharing Plan in the asset neighbourhood

Herms Lumber Sales, Inc. Profit Sharing PlanHerms Lumber Sales, Inc. Pro…$2MRandallwood Radiology Profit Sharing and Savings PlanRandallwood Radiology Profit…$2MTadiso, Inc. 403(b) Plan$2MUtl Enterprises, Inc. Retirement PlanUtl Enterprises, Inc. Retire…$2MEastern Conveyor Services Inc Psp & TrustEastern Conveyor Services In…$2M
End-of-year total assets ($M) among Herms Lumber Sales, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$19K
Employer EIN330679344
Plan Effective Date1995-10-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Herms Lumber Sales, Inc.)

Sponsor-wide plan assets over time

All Herms Lumber Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.4761071934160724% vs 2022
2024 filing year
$1.49M$1.5M$1.51M$1.52M$1.53M 202220232024 $1.52M $1.52M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $2M

Nearby Profit Sharing Plans in California

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

Herms Lumber Sales, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Herms Lumber Sales, Inc. Profit Sharing Plan, Total assets ($B): 0.001522419 · Participants: 4Herms Lumber Sales, Inc. Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Herms Lumber Sales, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Herms Lumber Sales, Inc. Profit Sharing Plan side-by-side with 3 peers →

Herms Lumber Sales, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Randallwood Radiology Profit Sharing and Savings Plan in IL ($2M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Herms Lumber Sales, Inc. Profit Sharing Plan assets move in 2024? ▼
Herms Lumber Sales, Inc. Profit Sharing Plan edged up modestly - up 1.2% during 2024, from $2M to $2M. Reported net income was $19K.
How have Herms Lumber Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herms Lumber Sales, Inc.'s sponsor-wide assets grew 0.5%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Herms Lumber Sales, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Randallwood Radiology Profit Sharing and Savings Plan in IL ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Herms Lumber Sales, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 330679344.

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.