401(k) · DOL Form 5500 · 2022
The Holeman Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $131K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $43,679
- Avg per participant Low balance/head
Official DOL plan name: The Holeman Group, Inc. 401(k) Profit Sharing Plan · Sponsored by The Holeman Group, Inc. · Texas · Finance & Insurance
$131K in assets, 3 participants
The Holeman Group, Inc.'s The Holeman Group, Inc. 401(k) Profit Sharing Plan reported $131K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.
- #446 in Finance & Insurance (9,261 peers)
The Holeman Group, Inc. multi-year trail
The Holeman Group, Inc.'s plans moved +111.9% in assets from 2022 to 2024; this filing shows The Holeman Group, Inc. 401(k) Profit Sharing Plan at $131K / 3 participants.
- #446
- in Finance & Insurance (9,261 peers)
- -35.1%
- assets change YoY
The plan reported a net loss of $71K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Holeman Group, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
The Holeman Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$131,036 8th percentile higher than 8% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Holeman Group, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Holeman Group, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 208687282 · The Holeman Group, Inc. PY 2022 · 401(k)
The Holeman Group, Inc. 401(k) Profit Sharing Plan · $131K · 3 · 8th
- PART $131K
- PART 3
- PART 8th
- PART 401(k)
- PART near District Barre, Inc. 401(k) Plan
- PART ind #446
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 Finance & Insurance retirement plans → · Plans in Texas →
The Holeman Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
The Holeman Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Holeman Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $278K 111.87307304862786% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $131K |
| 2023 | 1 | 3 | $628K |
| 2024 | 1 | 4 | $278K |
The Holeman Group, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $202K |
|---|---|
| Net Assets (End of Year) | $131K |
| Net Income | -$71K |
| Employer EIN | 208687282 |
| Plan Effective Date | 2007-03-22 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
The Holeman Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is District Barre, Inc. 401(k) Plan in DC ($131K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($131K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.