401(k) · DOL Form 5500 · 2022

Historic Palm LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
91
Participants Small participant base
32nd
Percentile by assets National rank
$19,211
Avg per participant Low balance/head
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Official DOL plan name: Historic Palm LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Historic Palm LLC · Arizona · Professional & Technical Services

$2M in assets, 91 participants

Historic Palm LLC's Historic Palm LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,095 in Professional & Technical Services (21,562 peers)

Historic Palm LLC multi-year trail

Historic Palm LLC's plans moved +58.8% in assets from 2022 to 2024; this filing shows Historic Palm LLC 401(k) Profit Sharing Plan & Trust at $2M / 91 participants.

#6,095
in Professional & Technical Services (21,562 peers)
-15.7%
assets change YoY

The plan reported a net loss of $325K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$1,748,177 32nd percentile higher than 32% 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

Historic Palm LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Historic Palm LLC 401(k) Profit Sharing Plan & Trust is a small filing (91 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 830425861 · Historic Palm LLC PY 2022 · 401(k)

Historic Palm LLC 401(k) Profit Sharing Plan & Trust · $2M · 91 · 32nd

  • BOY $2M
  • SCH 91
  • EBSA 32nd
  • PART 401(k)
  • TYPE near Servicing Collections, Inc. 401(k) Profit Sharing Plan
  • NET ind #6095

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 →

Historic Palm LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Historic Palm LLC 401(k) Profit Sharing Plan & TrustHistoric Palm LLC 401(k) Pro…$2MServicing Collections, Inc. 401(k) Profit Sharing PlanServicing Collections, Inc. …$2MCompass Insurance Group LLC 401(k) Profit Sharing Plan & TrustCompass Insurance Group LLC …$2MCommercial Machine, Inc. 401(k) Profit Sharing PlanCommercial Machine, Inc. 401…$2MBlue Star Growers, Inc. Employees' Qualified Savings PlanBlue Star Growers, Inc. Empl…$2M
End-of-year total assets ($M) among Historic Palm LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Historic Palm LLC multi-year asset trail

Sponsor-wide plan assets over time

All Historic Palm LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 58.779231164807676% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.75M $2.78M ▲ +58.9%
Year Plans Participants Total Assets
2022 1 91 $2M
2023 1 91 $2M
2024 1 95 $3M

Historic Palm LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$325K
Employer EIN830425861
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Historic Palm LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Historic Palm LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001748177 · Participants: 91Historic Palm LLC 401(k) Profit Sharing Plan & TrustBanner 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
Historic Palm LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Historic Palm LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Servicing Collections, Inc. 401(k) Profit Sharing Plan in MD ($2M); by covered participants it is Mcalister Oil 401(k) Plan in KS (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Historic Palm LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Historic Palm LLC 401(k) Profit Sharing Plan & Trust declined sharply - down 15.7% during 2022, from $2M to $2M. Reported net income was -$325K.
How have Historic Palm LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Historic Palm LLC's sponsor-wide assets grew 58.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Historic Palm LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Servicing Collections, Inc. 401(k) Profit Sharing Plan in MD ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Historic Palm LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcalister Oil 401(k) Plan in KS (91 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 830425861.

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.