401(k) · DOL Form 5500 · 2022

Hollstadt & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
113
Participants Small participant base
69th
Percentile by assets National rank
$107,645
Avg per participant Below avg balance/head
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Official DOL plan name: Hollstadt Consulting Retirement Savings Plan · Sponsored by Hollstadt & Associates, Inc. · Minnesota · Professional & Technical Services

$12M in assets, 113 participants

Hollstadt & Associates, Inc.'s Hollstadt Consulting Retirement Savings Plan reported $12M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,659 in Professional & Technical Services (21,562 peers)

Coverage in Minnesota

Hollstadt Consulting Retirement Savings Plan covers 113 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $12M.

#14,659
in Professional & Technical Services (21,562 peers)
-18.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hollstadt Consulting Retirement Savings Plan's outsized position by total assets

Hollstadt Consulting Retirement Savings Plan vs every filed plan by assets

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

$12,163,924 Top 31% higher than 69% 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

Hollstadt Consulting Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hollstadt Consulting Retirement Savings Plan sits mid-pack in the medium band (113 participants).

Published 5500 schedule card

Filing strip 411673112 · Hollstadt & Associates, Inc. PY 2022 · 401(k)

Hollstadt Consulting Retirement Savings Plan · $12M · 113 · 69th

  • BOY $12M
  • BOY 113
  • BOY 69th
  • BOY 401(k)
  • BOY near Blue Bottle Coffee, Inc. 401(k) Plan
  • BOY ind #14659

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 Minnesota →

Hollstadt Consulting Retirement Savings Plan in the asset neighbourhood

Hollstadt Consulting Retirement Savings PlanHollstadt Consulting Retirem…$12MBlue Bottle Coffee, Inc. 401(k) PlanBlue Bottle Coffee, Inc. 401…$12MCommunity Health Connections 401(k) PlanCommunity Health Connections…$12MArmstrong Medical Industries, Inc. Profit Sharing TrustArmstrong Medical Industries…$12MDynamo Software Inc 401(k) Profit Sharing Plan and TrustDynamo Software Inc 401(k) P…$12M
End-of-year total assets ($M) among Hollstadt Consulting Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN411673112
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hollstadt & Associates, Inc.)

Sponsor-wide plan assets over time

All Hollstadt & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 16.70326943838189% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $12.2M $14.2M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 113 $12M
2023 1 105 $15M
2024 1 101 $14M

Nearby 401(k) Plans in Minnesota

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

Hollstadt Consulting Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Hollstadt Consulting Retirement Savings Plan, Total assets ($B): 0.012163924 · Participants: 113Hollstadt Consulting Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Hollstadt Consulting Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Hollstadt Consulting Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Blue Bottle Coffee, Inc. 401(k) Plan in CA ($12M); by covered participants it is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Hollstadt Consulting Retirement Savings Plan assets move in 2022?
Hollstadt Consulting Retirement Savings Plan declined sharply - down 18.2% during 2022, from $15M to $12M. Reported net income was -$3M.
How have Hollstadt & Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hollstadt & Associates, Inc.'s sponsor-wide assets grew 16.7%, from $12M to $14M.
Which 401(k) plans are similar in size to Hollstadt Consulting Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Blue Bottle Coffee, Inc. 401(k) Plan in CA ($12M, 847 participants).
Which 401(k) plans cover a similar participant headcount to Hollstadt Consulting Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 participants, N/A in assets).