401(k) · DOL Form 5500 · 2024

Herbein and Company, Inc. 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
298
Participants Below avg headcount
85th
Percentile by assets National rank
$186,830
Avg per participant Above avg balance/head
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Official DOL plan name: Herbein and Company, Inc. Profit Sharing Plan · Sponsored by Herbein and Company, Inc. · Pennsylvania · Professional & Technical Services

$56M in assets, 298 participants

Herbein and Company, Inc.'s Herbein and Company, Inc. Profit Sharing Plan reported $56M in total assets and 298 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,375 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Herbein and Company, Inc. Profit Sharing Plan covers 298 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $56M.

#17,375
in Professional & Technical Services (20,173 peers)
+14.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Herbein and Company, Inc. Profit Sharing Plan's outsized position by total assets

Herbein and Company, Inc. Profit Sharing Plan vs every filed plan by assets

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

$55,675,280 Top 15% higher than 85% 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

Herbein and Company, Inc. Profit Sharing Plan 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. Herbein and Company, Inc. Profit Sharing Plan sits mid-pack in the medium band (298 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Herbein and Company, Inc. Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Herbein and Company, Inc. Profit Sharing Plan reported participants rose from 258 in the plan year 2023 filing to 298 in the plan year 2024 filing.
  • Herbein and Company, Inc. Profit Sharing Plan end-of-year assets rose from $49M in the plan year 2023 filing to $56M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 232415973 · Herbein and Company, Inc. PY 2024 · 401(k)

Herbein and Company, Inc. Profit Sharing Plan · $56M · 298 · 85th

  • IND $56M
  • IND 298
  • IND 85th
  • IND 401(k)
  • IND near Great Clips, Inc. 401(k) Plan
  • IND ind #17375

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 Pennsylvania →

Herbein and Company, Inc. Profit Sharing Plan in the asset neighbourhood

Jackson Dawson Communications, Inc. 401(k) PlanJackson Dawson Communication…$56MHerbein and Company, Inc. Profit Sharing PlanHerbein and Company, Inc. Pr…$56MGreat Clips, Inc. 401(k) Plan$56MKasai North America, Inc. 401(k) PlanKasai North America, Inc. 40…$56MLittlejohn & Co., LLC 401(k) Profit Sharing PlanLittlejohn & Co., LLC 401(k)…$56M
End-of-year total assets ($M) among Herbein and Company, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$56M
Net Income$7M
Employer EIN232415973
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herbein and Company, Inc.)

Sponsor-wide plan assets over time

All Herbein and Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 41.5225615823401% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $39.3M $55.7M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 243 $39M
2023 1 258 $49M
2024 1 298 $56M

Nearby 401(k) Plans in Pennsylvania

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

Herbein and Company, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Herbein and Company, Inc. Profit Sharing Plan, Total assets ($B): 0.05567528 · Participants: 298Herbein and Company, Inc. Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Herbein and Company, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Herbein and Company, Inc. Profit Sharing Plan side-by-side with 3 peers →

Herbein and Company, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Great Clips, Inc. 401(k) Plan in MN ($56M); by covered participants it is Sentral Services 401(k) Plan in MD (298 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($56M here).

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Herbein and Company, Inc. Profit Sharing Plan assets move in 2024? ▼
Herbein and Company, Inc. Profit Sharing Plan grew at a solid clip - up 14.7% during 2024, from $49M to $56M. Reported net income was $7M.
How have Herbein and Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herbein and Company, Inc.'s sponsor-wide assets grew 41.5%, from $39M to $56M.
Where does Herbein and Company, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Herbein and Company, Inc. Profit Sharing Plan ranks in the 85th 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 Herbein and Company, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Great Clips, Inc. 401(k) Plan in MN ($56M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Herbein and Company, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentral Services 401(k) Plan in MD (298 participants, $511K 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 232415973.

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.