401(k) · DOL Form 5500 · 2022

Holt Lunsford Commerical, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
161
Participants Small participant base
63rd
Percentile by assets National rank
$56,588
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holt Lunsford Commerical, Inc. 401(k) Plan · Sponsored by Holt Lunsford Commerical, Inc. · Texas · Real Estate

$9M in assets, 161 participants

Holt Lunsford Commerical, Inc.'s Holt Lunsford Commerical, Inc. 401(k) Plan reported $9M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,974 in Real Estate (5,057 peers)

Coverage in Texas

Holt Lunsford Commerical, Inc. 401(k) Plan covers 161 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#3,974
in Real Estate (5,057 peers)
-10.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Holt Lunsford Commerical, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Holt Lunsford Commerical, Inc. 401(k) Plan vs every filed plan by assets

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

$9,110,699 Top 37% higher than 63% 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

Holt Lunsford Commerical, Inc. 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. Holt Lunsford Commerical, Inc. 401(k) Plan sits mid-pack in the medium band (161 participants).

Published 5500 schedule card

Filing strip 752439290 · Holt Lunsford Commerical, Inc. PY 2022 · 401(k)

Holt Lunsford Commerical, Inc. 401(k) Plan · $9M · 161 · 63rd

  • 5500 $9M
  • ASSETS 161
  • PCT 63rd
  • EIN 401(k)
  • RANK near Palomar Holdings, Inc. 401(k) Plan
  • PHOTO ind #3974

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 Real Estate retirement plans → · Plans in Texas →

Holt Lunsford Commerical, Inc. 401(k) Plan in the asset neighbourhood

Holt Lunsford Commerical, Inc. 401(k) PlanHolt Lunsford Commerical, In…$9MPalomar Holdings, Inc. 401(k) PlanPalomar Holdings, Inc. 401(k…$9MRoyal Air Freight, Inc. 401(k) PlanRoyal Air Freight, Inc. 401(…$9MRunde Chevrolet, Inc. 401(k) PlanRunde Chevrolet, Inc. 401(k)…$9MHamilton Parker Company, LLC Profit Sharing Plan and TrustHamilton Parker Company, LLC…$9M
End-of-year total assets ($M) among Holt Lunsford Commerical, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN752439290
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holt Lunsford Commerical, Inc.)

Sponsor-wide plan assets over time

All Holt Lunsford Commerical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 3.295016112375132% vs 2022
2024 filing year
$9M$9.1M$9.2M$9.3M$9.4M$9.5M 202220232024 $9.11M $9.41M ▲ +3.3%
Year Plans Participants Total Assets
2022 1 161 $9M
2023 1 176 $9M
2024 1 184 $9M

Nearby 401(k) Plans in Texas

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

Holt Lunsford Commerical, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Holt Lunsford Commerical, Inc. 401(k) Plan, Total assets ($B): 0.009110699 · Participants: 161Holt Lunsford Commerical, Inc. 401(k) PlanAT&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
Holt Lunsford Commerical, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Holt Lunsford Commerical, Inc. 401(k) Plan side-by-side with 3 peers →

Holt Lunsford Commerical, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Palomar Holdings, Inc. 401(k) Plan in CA ($9M); by covered participants it is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Holt Lunsford Commerical, Inc. 401(k) Plan assets move in 2022? ▼
Holt Lunsford Commerical, Inc. 401(k) Plan pulled back noticeably - down 10.9% during 2022, from $10M to $9M. Reported net income was -$1M.
How have Holt Lunsford Commerical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holt Lunsford Commerical, Inc.'s sponsor-wide assets grew 3.3%, from $9M to $9M.
Which 401(k) plans are similar in size to Holt Lunsford Commerical, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Palomar Holdings, Inc. 401(k) Plan in CA ($9M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Holt Lunsford Commerical, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 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 752439290.

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.