401(k) · DOL Form 5500 · 2022

Hollis, Wright & Clay, P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
16
Participants Small participant base
32nd
Percentile by assets National rank
$112,397
Avg per participant Below avg balance/head
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Official DOL plan name: Hollis Wright 401(k) Profit Sharing Plan · Sponsored by Hollis, Wright & Clay, P.C. · Alabama · Professional & Technical Services

$2M in assets, 16 participants

Hollis, Wright & Clay, P.C.'s Hollis Wright 401(k) Profit Sharing Plan reported $2M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,193 in Professional & Technical Services (21,562 peers)

Hollis, Wright & Clay, P.C. multi-year trail

Hollis, Wright & Clay, P.C.'s plans moved +61.0% in assets from 2022 to 2024; this filing shows Hollis Wright 401(k) Profit Sharing Plan at $2M / 16 participants.

#6,193
in Professional & Technical Services (21,562 peers)
-0.7%
assets change YoY

The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hollis Wright 401(k) Profit Sharing Plan among the smaller filed plans by assets

Hollis Wright 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,798,351 32nd percentile higher than 32% 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

Hollis Wright 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hollis Wright 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 020538095 · Hollis, Wright & Clay, P.C. PY 2022 · 401(k)

Hollis Wright 401(k) Profit Sharing Plan · $2M · 16 · 32nd

  • ASSETS $2M
  • ASSETS 16
  • ASSETS 32nd
  • ASSETS 401(k)
  • ASSETS near Grandview Surgical Associates, P.C. Profit Sharing Plan
  • ASSETS ind #6193

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Hollis Wright 401(k) Profit Sharing Plan in the asset neighbourhood

Hollis Wright 401(k) Profit Sharing PlanHollis Wright 401(k) Profit …$2MGrandview Surgical Associates, P.C. Profit Sharing PlanGrandview Surgical Associate…$2MOpenvpn Inc 401(k) Profit Sharing Plan & TrustOpenvpn Inc 401(k) Profit Sh…$2MDevine Consulting Inc 401(k) Profit Sharing Plan & TrustDevine Consulting Inc 401(k)…$2MKids Unlimited of Oregon 401(k) PlanKids Unlimited of Oregon 401…$2M
End-of-year total assets ($M) among Hollis Wright 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hollis, Wright & Clay, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Hollis, Wright & Clay, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 61.04503514608661% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.8M $2.9M ▲ +61.1%
Year Plans Participants Total Assets
2022 1 16 $2M
2023 1 15 $2M
2024 1 14 $3M

Hollis, Wright & Clay, P.C. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$12K
Employer EIN020538095
Plan Effective Date2003-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Hollis Wright 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Hollis Wright 401(k) Profit Sharing Plan, Total assets ($B): 0.001798351 · Participants: 16Hollis Wright 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Hollis Wright 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Hollis Wright 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hollis Wright 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Grandview Surgical Associates, P.C. Profit Sharing Plan in AZ ($2M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Hollis Wright 401(k) Profit Sharing Plan assets move in 2022? ▼
Hollis Wright 401(k) Profit Sharing Plan held essentially flat - down 0.7% during 2022, from $2M to $2M. Reported net income was -$12K.
How have Hollis, Wright & Clay, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hollis, Wright & Clay, P.C.'s sponsor-wide assets grew 61.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Hollis Wright 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grandview Surgical Associates, P.C. Profit Sharing Plan in AZ ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Hollis Wright 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M 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 020538095.

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.