401(k) · DOL Form 5500 · 2022

B. D. Holt Company 401(k) Plan

Data updated 2026-08-25

$360M
Total assets Above avg plan size
2,978
Participants Above avg headcount
97th
Percentile by assets National rank
$120,778
Avg per participant Near avg balance/head
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Official DOL plan name: Holt Companies Retirement Plan · Sponsored by B. D. Holt Company · Texas · Wholesale Trade

$360M in assets, 2,978 participants

B. D. Holt Company's Holt Companies Retirement Plan reported $360M in total assets and 2,978 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #6,722 in Wholesale Trade (6,843 peers)

Coverage in Texas

Holt Companies Retirement Plan covers 2,978 participants in Texas, 4.3x the typical Texas plan (state average ~688 per filing). Assets: $360M.

#6,722
in Wholesale Trade (6,843 peers)
-16.1%
assets change YoY
3.6×
vs typical plan assets (national mean)

The plan reported a net loss of $69M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Holt Companies Retirement Plan's outsized position by total assets

Holt Companies Retirement Plan vs every filed plan by assets

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

$359,676,062 Top 3% higher than 97% 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 Companies Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holt Companies Retirement Plan lands in the large band (2,978 participants).

Published 5500 schedule card

Filing strip 741389993 · B. D. Holt Company PY 2022 · 401(k)

Holt Companies Retirement Plan · $360M · 2,978 · 97th

  • RANK $360M
  • RANK 2,978
  • RANK 97th
  • RANK 401(k)
  • RANK near Pinnacle Financial Partners, Inc. 401(k) Plan
  • RANK ind #6722

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 Texas →

Holt Companies Retirement Plan in the asset neighbourhood

Alkermes, Inc. 401(k) Retirement Savings PlanAlkermes, Inc. 401(k) Retire…$360MJohn Bean Technologies Corporation Savings and Investment PlanJohn Bean Technologies Corpo…$360MHolt Companies Retirement PlanHolt Companies Retirement Pl…$360MPinnacle Financial Partners, Inc. 401(k) PlanPinnacle Financial Partners,…$360MMatheson Tri-Gas, Inc. Savings PlanMatheson Tri-Gas, Inc. Savin…$359M
End-of-year total assets ($M) among Holt Companies Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$429M
Net Assets (End of Year)$360M
Net Income-$69M
Employer EIN741389993
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (B. D. Holt Company)

Sponsor-wide plan assets over time

All B. D. Holt Company plans reported in each filing year

Latest sponsor-wide plan assets
$505M 40.39949842422374% vs 2022
2024 filing year
$300M$350M$400M$450M$500M$550M 202220232024 $360M $505M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 2,978 $360M
2023 1 3,566 $433M
2024 1 4,257 $505M

Nearby 401(k) Plans in Texas

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

Holt Companies Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Holt Companies Retirement Plan, Total assets ($B): 0.359676062 · Participants: 2978Holt Companies Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Holt Companies Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Holt Companies Retirement Plan side-by-side with 3 peers →

Holt Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pinnacle Financial Partners, Inc. 401(k) Plan in TN ($360M); by covered participants it is Transforce, Inc. 401(k) Plan in VA (2,978 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,978 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 Companies Retirement Plan assets move in 2022? ▼
Holt Companies Retirement Plan declined sharply - down 16.1% during 2022, from $429M to $360M. Reported net income was -$69M.
How have B. D. Holt Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), B. D. Holt Company's sponsor-wide assets grew 40.4%, from $360M to $505M.
Where does Holt Companies Retirement Plan rank by assets among Form 5500 filers? ▼
Holt Companies Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Holt Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pinnacle Financial Partners, Inc. 401(k) Plan in TN ($360M, 2,989 participants).
Which 401(k) plans cover a similar participant headcount to Holt Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Transforce, Inc. 401(k) Plan in VA (2,978 participants, $15M 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 741389993.

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.