401(k) · DOL Form 5500 · 2022

Wholistic Management Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
258
Participants Below avg headcount
48th
Percentile by assets National rank
$17,046
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wholistic Management Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Wholistic Management Inc · Maryland · Healthcare & Social Assistance

$4M in assets, 258 participants

Wholistic Management Inc's Wholistic Management Inc 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 258 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #10,676 in Healthcare & Social Assistance (20,060 peers)

Coverage in Maryland

Wholistic Management Inc 401(k) Profit Sharing Plan & Trust covers 258 participants in Maryland, about 28% of the average Maryland filer (state average ~929 per filing). Assets: $4M.

#10,676
in Healthcare & Social Assistance (20,060 peers)
-11.2%
assets change YoY

The plan reported a net loss of $553K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wholistic Management Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wholistic Management Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,397,944 48th percentile higher than 48% 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

Wholistic Management Inc 401(k) Profit Sharing Plan & Trust 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. Wholistic Management Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (258 participants).

Form 5500 schedule snapshot

Filing strip 330994409 · Wholistic Management Inc PY 2022 · 401(k)

Wholistic Management Inc 401(k) Profit Sharing Plan & Trust · $4M · 258 · 48th

  • BOY $4M
  • SCH 258
  • EBSA 48th
  • PART 401(k)
  • TYPE near Smart Source Inc 401(k) Plan & Trust
  • NET ind #10676

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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →

Wholistic Management Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wholistic Management Inc 401(k) Profit Sharing Plan & TrustWholistic Management Inc 401…$4MSmart Source Inc 401(k) Plan & TrustSmart Source Inc 401(k) Plan…$4MHubner Manufacturing Corp. 401(k) Retirement Savings PlanHubner Manufacturing Corp. 4…$4MSolari Enterprises, Inc. 401(k) PlanSolari Enterprises, Inc. 401…$4MRichland Medical Center, Inc. Dba Central Ozarks Medical Center 401(k) PlanRichland Medical Center, Inc…$4M
End-of-year total assets ($M) among Wholistic Management Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$553K
Employer EIN330994409
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wholistic Management Inc)

Sponsor-wide plan assets over time

All Wholistic Management Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 32.4000487500523% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.4M $5.82M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 258 $4M
2023 1 254 $5M
2024 1 250 $6M

Nearby 401(k) Plans in Maryland

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

Wholistic Management Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Wholistic Management Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004397944 · Participants: 258Wholistic Management Inc 401(k) Profit Sharing Plan & TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Wholistic Management Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Wholistic Management Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wholistic Management Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Smart Source Inc 401(k) Plan & Trust in IL ($4M); by covered participants it is Kenall Manufacturing Co. Inc. 401(k) Plan and Profit Sharing Plan and Trust in WI (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 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 Wholistic Management Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Wholistic Management Inc 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 11.2% during 2022, from $5M to $4M. Reported net income was -$553K.
How have Wholistic Management Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wholistic Management Inc's sponsor-wide assets grew 32.4%, from $4M to $6M.
Which 401(k) plans are similar in size to Wholistic Management Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Smart Source Inc 401(k) Plan & Trust in IL ($4M, 284 participants).
Which 401(k) plans cover a similar participant headcount to Wholistic Management Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kenall Manufacturing Co. Inc. 401(k) Plan and Profit Sharing Plan and Trust in WI (258 participants, N/A 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 330994409.

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.