Plan5500

Hertz Corporation Income Savings Plan — Form 5500 plan (The Hertz Corporation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hertz Corporation Income Savings Plan is a benefit plan reported by The Hertz Corporation under EIN 13-1938568 and plan number 003. The latest loaded filing year is 2023. The filing reports 15,714 participants and $575,145,360 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$575.1MPlan net assets, end of year$575,145,360
Participants15.7KCovered participants reported15,714
Assets / participant$36.6KComputed: assets ÷ participants$36,601 (computed)
Provider compensation$524.7K2 Schedule C provider row(s)$524,710
Plan sponsor
The Hertz Corporation
EIN
13-1938568
Plan number
003
Plan type
2
Location
Estero, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    15,714 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$575.1M total assets
Net assets$575.1MLiabilities$0
Money in vs. money out
Total income / additions$145M
Total expenses$55.6M
Benefits paid / distributions$55M
Contributions
Employer$17M
Participant$32.6M
Full reported line items

Net assets

Total assets (EOY)
$575,145,360
Total liabilities (EOY)
$0
Net assets (EOY)
$575,145,360
Net assets (BOY)
$485,679,981

Income & contributions

Employer contributions
$16,973,955
Participant contributions
$32,584,673
Total contributions
$53,518,646
Total income / additions
$145,046,680

Expenses & distributions

Benefits paid
$54,952,450
Administrative expenses
$524,710
Total expenses
$55,581,301
Net increase / (decrease)
$89,465,379
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$390.5K
    RECORDKEEPER · Direct $390.5K · Indirect $0
  2. 2
    Strategic Advisors, Inc.$134.2K
    ADVISOR · Direct $134.2K

What to inspect next

Frequently asked questions

Who sponsors the Hertz Corporation Income Savings Plan?
Hertz Corporation Income Savings Plan is reported as sponsored by The Hertz Corporation (EIN 13-1938568, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Hertz Corporation Income Savings Plan?
The latest Form 5500 filing year loaded for Hertz Corporation Income Savings Plan is 2023.
How many participants does Hertz Corporation Income Savings Plan report?
Hertz Corporation Income Savings Plan reports 15,714 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Hertz Corporation Income Savings Plan?
Hertz Corporation Income Savings Plan reports $575,145,360 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages