401(k) · DOL Form 5500 · 2022
Holmes US, a Partnership 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 102
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $70,300
- Avg per participant Below avg balance/head
Official DOL plan name: Holmes US, a Partnership Salary Savings Plan 401(k) · Sponsored by Holmes US, a Partnership · California · Professional & Technical Services
$7M in assets, 102 participants
Holmes US, a Partnership's Holmes US, a Partnership Salary Savings Plan 401(k) reported $7M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #12,105 in Professional & Technical Services (21,562 peers)
Coverage in California
Holmes US, a Partnership Salary Savings Plan 401(k) covers 102 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $7M.
- #12,105
- in Professional & Technical Services (21,562 peers)
- -4.1%
- assets change YoY
The plan reported a net loss of $306K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Holmes US, a Partnership Salary Savings Plan 401(k)'s mid-pack asset rank among Professional & Technical Services and all filers
Holmes US, a Partnership Salary Savings Plan 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,170,622 Top 42% higher than 58% 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
Holmes US, a Partnership Salary Savings Plan 401(k) 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. Holmes US, a Partnership Salary Savings Plan 401(k) sits mid-pack in the medium band (102 participants).
EBSA filing schedule strip
Filing strip 943380622 · Holmes US, a Partnership PY 2022 · 401(k)
Holmes US, a Partnership Salary Savings Plan 401(k) · $7M · 102 · 58th
- IND $7M
- EOY 102
- 5500 58th
- ASSETS 401(k)
- PCT near Blumenthal Holdings, LLC Savings & Profit Sharing Plan
- EIN ind #12105
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 California →
Holmes US, a Partnership Salary Savings Plan 401(k) in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$306K |
| Employer EIN | 943380622 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holmes US, a Partnership)
Sponsor-wide plan assets over time
All Holmes US, a Partnership plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 53.13936503695217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $7M |
| 2023 | 1 | 102 | $9M |
| 2024 | 1 | 109 | $11M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Holmes US, a Partnership Salary Savings Plan 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Blumenthal Holdings, LLC Savings & Profit Sharing Plan in NC ($7M); by covered participants it is Develey USA 401(k) Plan in TN (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.
- Develey USA 401(k) Plan (TN) 102 · 0 off
- Kahuku Medical Center 401(k) Plan (HI) 102 · 0 off
- Rental Uniform Service of Statesville, Inc Employee Profit Sharing Plan (NC) 102 · 0 off
- Ventana USA 401(k) Plan (PA) 102 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.