401(k) · DOL Form 5500 · 2022

Sontara Old Hickory Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
396
Participants Below avg headcount
82nd
Percentile by assets National rank
$71,841
Avg per participant Below avg balance/head
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Official DOL plan name: Jacob Holm & Sons 401(k) Plan · Sponsored by Sontara Old Hickory Inc. · North Carolina · Manufacturing

$28M in assets, 396 participants

Sontara Old Hickory Inc.'s Jacob Holm & Sons 401(k) Plan reported $28M in total assets and 396 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #15,385 in Manufacturing (20,602 peers)

Coverage in North Carolina

Jacob Holm & Sons 401(k) Plan covers 396 participants in North Carolina, about 48% of the average North Carolina filer (state average ~819 per filing). Assets: $28M.

#15,385
in Manufacturing (20,602 peers)
-17.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jacob Holm & Sons 401(k) Plan's outsized position by total assets

Jacob Holm & Sons 401(k) Plan vs every filed plan by assets

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

$28,449,051 Top 18% higher than 82% 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

Jacob Holm & Sons 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. Jacob Holm & Sons 401(k) Plan sits mid-pack in the medium band (396 participants).

Plan-year Form 5500 strip

Filing strip 471028391 · Sontara Old Hickory Inc. PY 2022 · 401(k)

Jacob Holm & Sons 401(k) Plan · $28M · 396 · 82nd

  • SCH $28M
  • EBSA 396
  • PART 82nd
  • TYPE 401(k)
  • NET near Washington Physician Group 401(k) Retirement Savings Plan
  • BOOK ind #15385

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 Manufacturing retirement plans → · Plans in North Carolina →

Jacob Holm & Sons 401(k) Plan in the asset neighbourhood

Jacob Holm & Sons 401(k) Plan$28MWashington Physician Group 401(k) Retirement Savings PlanWashington Physician Group 4…$28MBeam Longest & Neff Inc. Profit Sharing PlanBeam Longest & Neff Inc. Pro…$28MDefined Contribution and 401(k) Plan for the Employees of J.F. Kiely Construction Co.Defined Contribution and 401…$28MUnite Here Health Staff 401(k) PlanUnite Here Health Staff 401(…$28M
End-of-year total assets ($M) among Jacob Holm & Sons 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$28M
Net Income-$6M
Employer EIN471028391
Plan Effective Date2014-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Jacob Holm & Sons 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Jacob Holm & Sons 401(k) Plan, Total assets ($B): 0.028449051 · Participants: 396Jacob Holm & Sons 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Jacob Holm & Sons 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Jacob Holm & Sons 401(k) Plan side-by-side with 3 peers →

Jacob Holm & Sons 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Washington Physician Group 401(k) Retirement Savings Plan in PA ($28M); by covered participants it is Menholt Automotive Group 401(k) Plan in MT (396 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (396 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 Jacob Holm & Sons 401(k) Plan assets move in 2022? ▼
Jacob Holm & Sons 401(k) Plan declined sharply - down 17.2% during 2022, from $34M to $28M. Reported net income was -$6M.
Where does Jacob Holm & Sons 401(k) Plan rank by assets among Form 5500 filers? ▼
Jacob Holm & Sons 401(k) Plan ranks in the 82nd 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 Jacob Holm & Sons 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Washington Physician Group 401(k) Retirement Savings Plan in PA ($28M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Jacob Holm & Sons 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Menholt Automotive Group 401(k) Plan in MT (396 participants, $14M 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 471028391.

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.