401(k) · DOL Form 5500 · 2022

Palmer Holland, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
144
Participants Small participant base
79th
Percentile by assets National rank
$162,235
Avg per participant Above avg balance/head
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Official DOL plan name: Palmer Holland, Inc. Profit Sharing Plan & Trust · Sponsored by Palmer Holland, Inc. · Ohio · Wholesale Trade

$23M in assets, 144 participants

Palmer Holland, Inc.'s Palmer Holland, Inc. Profit Sharing Plan & Trust reported $23M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,356 in Wholesale Trade (6,843 peers)

Coverage in Ohio

Palmer Holland, Inc. Profit Sharing Plan & Trust covers 144 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $23M.

#5,356
in Wholesale Trade (6,843 peers)
-16.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Palmer Holland, Inc. Profit Sharing Plan & Trust's outsized position by total assets

Palmer Holland, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$23,361,835 Top 21% higher than 79% 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

Palmer Holland, Inc. Profit Sharing Plan & Trust 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. Palmer Holland, Inc. Profit Sharing Plan & Trust sits mid-pack in the medium band (144 participants).

DOL schedule card

Filing strip 340764574 · Palmer Holland, Inc. PY 2022 · 401(k)

Palmer Holland, Inc. Profit Sharing Plan & Trust · $23M · 144 · 79th

  • NET $23M
  • BOOK 144
  • VS-ST 79th
  • BOY 401(k)
  • SCH near G S Long Co Inc 401(k) Profit Sharing Plan
  • EBSA ind #5356

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 Wholesale Trade retirement plans → · Plans in Ohio →

Palmer Holland, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Palmer Holland, Inc. Profit Sharing Plan & TrustPalmer Holland, Inc. Profit …$23MG S Long Co Inc 401(k) Profit Sharing PlanG S Long Co Inc 401(k) Profi…$23MThtbc Retirement Plan$23MCortrust Bank 401(k) Plan$23MLagunitas Brewing Co. 401(k) & Profit Sharing PlanLagunitas Brewing Co. 401(k)…$23M
End-of-year total assets ($M) among Palmer Holland, Inc. Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$23M
Net Income-$4M
Employer EIN340764574
Plan Effective Date1977-05-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmer Holland, Inc.)

Sponsor-wide plan assets over time

All Palmer Holland, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$257M 9.736316754403983% vs 2022
2024 filing year
$250M$260M$270M$280M$290M 202220232024 $284M $257M ▼ -9.7%
Year Plans Participants Total Assets
2022 2 289 $284M
2023 2 366 $264M
2024 2 438 $257M

Nearby 401(k) Plans in Ohio

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

Palmer Holland, Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Palmer Holland, Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.023361835 · Participants: 144Palmer Holland, Inc. Profit Sharing Plan & TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Palmer Holland, Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Palmer Holland, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Palmer Holland, Inc. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is G S Long Co Inc 401(k) Profit Sharing Plan in WA ($23M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Palmer Holland, Inc. Profit Sharing Plan & Trust assets move in 2022? ▼
Palmer Holland, Inc. Profit Sharing Plan & Trust declined sharply - down 16.0% during 2022, from $28M to $23M. Reported net income was -$4M.
How have Palmer Holland, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmer Holland, Inc.'s sponsor-wide assets declined 9.7%, from $284M to $257M.
Where does Palmer Holland, Inc. Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Palmer Holland, Inc. Profit Sharing Plan & Trust ranks in the 79th 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 Palmer Holland, Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is G S Long Co Inc 401(k) Profit Sharing Plan in WA ($23M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Palmer Holland, Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (144 participants, $30K 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 340764574.

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.