401(k) · DOL Form 5500 · 2022

Holiday Wholesale, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
545
Participants Below avg headcount
78th
Percentile by assets National rank
$39,482
Avg per participant Low balance/head
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Official DOL plan name: Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan · Sponsored by Holiday Wholesale, Inc. · Wisconsin · Wholesale Trade

$22M in assets, 545 participants

Holiday Wholesale, Inc.'s Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan reported $22M in total assets and 545 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,246 in Wholesale Trade (6,843 peers)

Where Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan sits by assets

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan sits in the top quartile of all filed plans by assets, $22M for 545 participants (~$39,482/participant), down 9.9% in 2022.

#5,246
in Wholesale Trade (6,843 peers)
-9.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$21,517,936 Top 22% higher than 78% 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

Holiday Wholesale, Inc. Profit Sharing & 401(k) 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. Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (545 participants).

Form 5500 schedule snapshot

Filing strip 391029235 · Holiday Wholesale, Inc. PY 2022 · 401(k)

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan · $22M · 545 · 78th

  • BOY $22M
  • BOY 545
  • BOY 78th
  • BOY 401(k)
  • BOY near Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan
  • BOY ind #5246

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

Holiday Wholesale, Inc. Profit Sharing & 401(k) PlanHoliday Wholesale, Inc. Prof…$22MPoms & Associates Insurance Brokers, LLC 401(k) Profit Sharing PlanPoms & Associates Insurance …$22MKeter US, Inc. 401(k) Profit Sharing PlanKeter US, Inc. 401(k) Profit…$22MWoodmont Real Estate Services, L.P. 401(k) Profit Sharing PlanWoodmont Real Estate Service…$22MRhinebeck Bank 401(k) Plan$22M
End-of-year total assets ($M) among Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$22M
Net Income-$2M
Employer EIN391029235
Plan Effective Date1972-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holiday Wholesale, Inc.)

Sponsor-wide plan assets over time

All Holiday Wholesale, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 19.63623741607931% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.5M $25.7M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 545 $22M
2023 1 580 $24M
2024 1 652 $26M

Nearby 401(k) Plans in Wisconsin

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

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.021517936 · Participants: 545Holiday Wholesale, Inc. Profit Sharing & 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan in CA ($22M); by covered participants it is Range Resources Corporation 401(k) Plan in TX (545 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (545 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 Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan assets move in 2022? ▼
Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan pulled back noticeably - down 9.9% during 2022, from $24M to $22M. Reported net income was -$2M.
How have Holiday Wholesale, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holiday Wholesale, Inc.'s sponsor-wide assets grew 19.6%, from $22M to $26M.
Where does Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan in CA ($22M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Range Resources Corporation 401(k) Plan in TX (545 participants, $153M 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 391029235.

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.