401(k) · DOL Form 5500 · 2022

Thomas E Holter PC 401(k) Plan

Data updated 2026-08-25

$539K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$538,856
Avg per participant High balance/head
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Official DOL plan name: Thomas E Holter PC Profit Sharing Plan & Trust Agreement · Sponsored by Thomas E Holter PC · Arizona · Professional & Technical Services

$539K in assets, 1 participants

Thomas E Holter PC's Thomas E Holter PC Profit Sharing Plan & Trust Agreement reported $539K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #3,297 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Thomas E Holter PC Profit Sharing Plan & Trust Agreement holds $539K for 1 participant - about $538,856 per participant, among the smaller plans by assets on file.

#3,297
in Professional & Technical Services (21,562 peers)
+7.2%
assets growth YoY

Thomas E Holter PC Profit Sharing Plan & Trust Agreement among the smaller filed plans by assets

Thomas E Holter PC Profit Sharing Plan & Trust Agreement vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$538,856 19th percentile higher than 19% of 139,123 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 2022

Thomas E Holter PC Profit Sharing Plan & Trust Agreement among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thomas E Holter PC Profit Sharing Plan & Trust Agreement is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 860535668 · Thomas E Holter PC PY 2022 · 401(k)

Thomas E Holter PC Profit Sharing Plan & Trust Agreement · $539K · 1 · 19th

  • ASSETS $539K
  • PCT 1
  • EIN 19th
  • RANK 401(k)
  • PHOTO near Marciano-Antonio Holdings Investment Plan
  • IND ind #3297

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 Arizona →

Thomas E Holter PC Profit Sharing Plan & Trust Agreement in the asset neighbourhood

Thomas E Holter PC Profit Sharing Plan & Trust AgreementThomas E Holter PC Profit Sh…$539KMarciano-Antonio Holdings Investment PlanMarciano-Antonio Holdings In…$539KDecarteret Transport LLC 401(k) Profit Sharing Plan & TrustDecarteret Transport LLC 401…$539KGold Rush Amusements, Inc. 401(k) PlanGold Rush Amusements, Inc. 4…$539KAmigo-Mga LLC 401(k) Profit Sharing Plan & TrustAmigo-Mga LLC 401(k) Profit …$539K
End-of-year total assets ($M) among Thomas E Holter PC Profit Sharing Plan & Trust Agreement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$503K
Net Assets (End of Year)$539K
Net Income$36K
Employer EIN860535668
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thomas E Holter PC)

Sponsor-wide plan assets over time

All Thomas E Holter PC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.2M$0.4M$0.6M 20222023 $0.54M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $539K
2023 1 1 N/A

Nearby 401(k) Plans in Arizona

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

Thomas E Holter PC Profit Sharing Plan & Trust Agreement vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Thomas E Holter PC Profit Sharing Plan & Trust Agreement, Total assets ($B): 0.000538856 · Participants: 1Thomas E Holter PC Profit Sharing Plan & Trust AgreementBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Thomas E Holter PC Profit Sharing Plan & Trust Agreement vs. nearby 401(k) plans in Arizona, assets vs. participants

Thomas E Holter PC Profit Sharing Plan & Trust Agreement's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Marciano-Antonio Holdings Investment Plan in CA ($539K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Thomas E Holter PC Profit Sharing Plan & Trust Agreement assets move in 2022?
Thomas E Holter PC Profit Sharing Plan & Trust Agreement grew at a solid clip - up 7.2% during 2022, from $503K to $539K. Reported net income was $36K.
Where does Thomas E Holter PC Profit Sharing Plan & Trust Agreement rank by assets among Form 5500 filers?
Thomas E Holter PC Profit Sharing Plan & Trust Agreement ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Thomas E Holter PC Profit Sharing Plan & Trust Agreement?
Among 401(k) plans in other states, the closest by assets is Marciano-Antonio Holdings Investment Plan in CA ($539K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Thomas E Holter PC Profit Sharing Plan & Trust Agreement?
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).