Profit Sharing · DOL Form 5500 · 2022

Holte Holding Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$547K
Total assets Small plan by assets
6
Participants Small participant base
19th
Percentile by assets National rank
$91,163
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holte Holding Group, Inc. Profit Sharing Plan · Sponsored by Holte Holding Group, Inc. · Ohio · Professional & Technical Services

$547K in assets, 6 participants

Holte Holding Group, Inc.'s Holte Holding Group, Inc. Profit Sharing Plan reported $547K in total assets and 6 participants 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.

  • #3,322 in Professional & Technical Services (21,562 peers)

Holte Holding Group, Inc. multi-year trail

Holte Holding Group, Inc.'s plans moved +956.6% in assets from 2022 to 2024; this filing shows Holte Holding Group, Inc. Profit Sharing Plan at $547K / 6 participants.

#3,322
in Professional & Technical Services (21,562 peers)
+72.0%
assets growth YoY

Holte Holding Group, Inc. Profit Sharing Plan among the smaller filed plans by assets

Holte Holding Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$546,975 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

Holte Holding Group, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holte Holding Group, Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 264727067 · Holte Holding Group, Inc. PY 2022 · Profit Sharing

Holte Holding Group, Inc. Profit Sharing Plan · $547K · 6 · 19th

  • VS-ST $547K
  • BOY 6
  • SCH 19th
  • EBSA Profit Sharing
  • PART near Vantage716 Inc. Retirement Plan
  • TYPE ind #3322

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 Ohio →

Holte Holding Group, Inc. Profit Sharing Plan in the asset neighbourhood

Holte Holding Group, Inc. Profit Sharing PlanHolte Holding Group, Inc. Pr…$547KVantage716 Inc. Retirement PlanVantage716 Inc. Retirement P…$547KLcy Camet Corporation Retirement PlanLcy Camet Corporation Retire…$547KDfs Franchises, Inc. Retirement PlanDfs Franchises, Inc. Retirem…$547KThomas P Campbell Md PC Profit Sharing PlanThomas P Campbell Md PC Prof…$547K
End-of-year total assets ($M) among Holte Holding Group, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Holte Holding Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Holte Holding Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 956.5971022441611% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $0.55M $5.78M ▲ +950.9%
Year Plans Participants Total Assets
2022 1 6 $547K
2023 1 8 $1M
2024 1 8 $6M

Holte Holding Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$318K
Net Assets (End of Year)$547K
Net Income$229K
Employer EIN264727067
Plan Effective Date2008-03-06
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Holte Holding Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Holte Holding Group, Inc. Profit Sharing Plan, Total assets ($B): 0.000546975 · Participants: 6Holte Holding Group, Inc. Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Holte Holding Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Holte Holding Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Holte Holding Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Vantage716 Inc. Retirement Plan in TX ($547K); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($547K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); 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 Holte Holding Group, Inc. Profit Sharing Plan assets move in 2022? ▼
Holte Holding Group, Inc. Profit Sharing Plan surged - up 72.0% during 2022, from $318K to $547K. Reported net income was $229K.
How have Holte Holding Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holte Holding Group, Inc.'s sponsor-wide assets grew 956.6%, from $547K to $6M.
Where does Holte Holding Group, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Holte Holding Group, Inc. Profit Sharing Plan 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 Profit Sharing plans are similar in size to Holte Holding Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Vantage716 Inc. Retirement Plan in TX ($547K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Holte Holding Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 264727067.

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.