401(k)
2022 plan-year 401(k) DOL Form 5500

Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Holladay Property Services Midwest Inc. · Indiana · Real Estate

What the 2023 filing shows

Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan holds $14M for 433 participants — about $33,098 per participant, down 8.6% over the 2022 plan year.

$14M
total plan assets (2022 EOY)
433
covered participants
$33,098
avg assets per participant
-8.6%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$14M
Participants
433
State
Industry
Real Estate

What the Filing Says About Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan

Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Holladay Property Services Midwest Inc., headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 433 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 522128493, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2022 to $14M at year-end — a decline of 8.6%. Net assets (after liabilities) closed the year at $14M, with reported net income of $-1,425,005 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$14M
Net Assets (End of Year)$14M
Net Income$-1,425,005
Plan Type401(k)
Employer EIN522128493
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holladay Property Services Midwest Inc.)

Year Plans Participants Total Assets
2022 1 433 $14M
2023 1 501 $17M
2024 1 298 $17M

Nearby 401(k) Plans in Indiana

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Frequently Asked Questions

How much money is in the Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan?
As of the 2022 Form 5500 filing, Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan holds $14M in total assets with 433 participants. It is sponsored by Holladay Property Services Midwest Inc..
What type of plan is Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan?
Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1984-01-01. The plan is filed with the U.S. Department of Labor under EIN 522128493.
Who sponsors the Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan?
Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan is sponsored by Holladay Property Services Midwest Inc., located in Indiana. The sponsor's EIN is 522128493 and the plan operates in the Real Estate industry.
How did Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan perform in 2022?
Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan declined by 8.6% during 2022, moving from $16M to $14M in total assets. Net income was $-1,425,005.
Where can I find official filings for Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 522128493 or plan name at efast.dol.gov.
How does Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan compare to other plans?
You can compare Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 522128493.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.