401(k) · DOL Form 5500 · 2022

Hollis & Rogers LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
30th
Percentile by assets National rank
$259,361
Avg per participant Above avg balance/head
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Official DOL plan name: Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Hollis & Rogers LLC · Texas · Professional & Technical Services

$2M in assets, 6 participants

Hollis & Rogers LLC's Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,737 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust holds $2M for 6 participants - about $259,361 per participant, in the lower half of filed plans by assets.

#5,737
in Professional & Technical Services (21,562 peers)
-5.6%
assets change YoY

The plan reported a net loss of $93K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,556,165 30th percentile higher than 30% 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

Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 854348444 · Hollis & Rogers LLC PY 2022 · 401(k)

Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust · $2M · 6 · 30th

  • 5500 $2M
  • 5500 6
  • 5500 30th
  • 5500 401(k)
  • 5500 near Organic Remedies, Inc. 401(k) Plan
  • 5500 ind #5737

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 Texas →

Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Hollis & Rogers LLC 401(k) Profit Sharing Plan & TrustHollis & Rogers LLC 401(k) P…$2MOrganic Remedies, Inc. 401(k) PlanOrganic Remedies, Inc. 401(k…$2MAttentive Home Care, Inc. 401(k) PlanAttentive Home Care, Inc. 40…$2MBartley & Bartley Insurance Services, Inc. 401(k) Profit Sharing PlanBartley & Bartley Insurance …$2MAthelas Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$93K
Employer EIN854348444
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hollis & Rogers LLC)

Sponsor-wide plan assets over time

All Hollis & Rogers LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.6178457939871413% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.56M $1.6M ▲ +2.6%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 5 $2M

Nearby 401(k) Plans in Texas

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

Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001556165 · Participants: 6Hollis & Rogers LLC 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants

Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Organic Remedies, Inc. 401(k) Plan in PA ($2M); by covered participants it is Forde Ocean Inc Retirement Plan in FL (6 participants). Same-state nearby plans are listed separately above.

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 Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust assets move in 2022?
Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 5.6% during 2022, from $2M to $2M. Reported net income was -$93K.
How have Hollis & Rogers LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Hollis & Rogers LLC's sponsor-wide assets grew 2.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Organic Remedies, Inc. 401(k) Plan in PA ($2M, 258 participants).
Which 401(k) plans cover a similar participant headcount to Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Forde Ocean Inc Retirement Plan in FL (6 participants, N/A in assets).