401(k) · DOL Form 5500 · 2022

The Holt Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
112
Participants Small participant base
54th
Percentile by assets National rank
$52,273
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holt Homes, Inc. 401(k) Plan · Sponsored by The Holt Group, Inc. · Washington · Construction

$6M in assets, 112 participants

The Holt Group, Inc.'s Holt Homes, Inc. 401(k) Plan reported $6M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,291 in Construction (9,927 peers)

Coverage in Washington

Holt Homes, Inc. 401(k) Plan covers 112 participants in Washington, about 8% of the average Washington filer (state average ~1,476 per filing). Assets: $6M.

#5,291
in Construction (9,927 peers)
-0.6%
assets change YoY

The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Holt Homes, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

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

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

$5,854,586 Top 46% higher than 54% 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 Homes, 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 Homes, Inc. 401(k) Plan sits mid-pack in the medium band (112 participants).

DOL schedule card

Filing strip 205096515 · The Holt Group, Inc. PY 2022 · 401(k)

Holt Homes, Inc. 401(k) Plan · $6M · 112 · 54th

  • EOY $6M
  • EOY 112
  • EOY 54th
  • EOY 401(k)
  • EOY near Westridge Management Group Employee Savings Plan & Trust
  • EOY ind #5291

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 Construction retirement plans → · Plans in Washington →

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

Holt Homes, Inc. 401(k) Plan$6MWestridge Management Group Employee Savings Plan & TrustWestridge Management Group E…$6MCendyn 401(k) Plan$6MDan Pilson Auto Center, Inc. 401(k) PlanDan Pilson Auto Center, Inc.…$6MJerome H. Rhoads, Inc. 401(k) Profit Sharing PlanJerome H. Rhoads, Inc. 401(k…$6M
End-of-year total assets ($M) among Holt Homes, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$32K
Employer EIN205096515
Plan Effective Date2000-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Holt Group, Inc.)

Sponsor-wide plan assets over time

All The Holt Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 54.32257720699636% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $5.85M $9.03M ▲ +54.4%
Year Plans Participants Total Assets
2022 1 112 $6M
2023 1 124 $8M
2024 1 141 $9M

Nearby 401(k) Plans in Washington

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

Holt Homes, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Holt Homes, Inc. 401(k) Plan, Total assets ($B): 0.005854586 · Participants: 112Holt Homes, Inc. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Holt Homes, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Holt Homes, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Westridge Management Group Employee Savings Plan & Trust in IL ($6M); by covered participants it is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Homes, Inc. 401(k) Plan assets move in 2022? ▼
Holt Homes, Inc. 401(k) Plan held essentially flat - down 0.6% during 2022, from $6M to $6M. Reported net income was -$32K.
How have The Holt Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Holt Group, Inc.'s sponsor-wide assets grew 54.3%, from $6M to $9M.
Which 401(k) plans are similar in size to Holt Homes, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westridge Management Group Employee Savings Plan & Trust in IL ($6M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Holt Homes, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants, $1M 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 205096515.

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.