401(k) · DOL Form 5500 · 2022
B. D. Holt Company 401(k) Plan
Data updated 2026-08-11
- $360M
- Total assets
- 2,978
- Participants
- 97th
- Percentile by assets
- $120,778
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $360M
- total plan assets (2022 EOY)
- 2,978
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $120,778
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Holt Companies Retirement Plan reports 2,978 participants - 4.3x that state average ($360M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $429M |
|---|---|
| Net Assets (End of Year) | $360M |
| Net Income | -$69M |
| Employer EIN | 741389993 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (B. D. Holt Company)
| 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
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Holt Companies Retirement Plan by total assets, not by location.
- Pinnacle Financial Partners, Inc. 401(k) Plan (TN) $360M · 2,989
- John Bean Technologies Corporation Savings and Investment Plan (IL) $360M · 3,008
- Alkermes, Inc. 401(k) Retirement Savings Plan (MA) $360M · 1,775
- Matheson Tri-Gas, Inc. Savings Plan (NJ) $359M · 4,358
Frequently Asked Questions
How did Holt Companies Retirement Plan assets move in 2022? ▼
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Next read for Holt Companies Retirement Plan
Filing takeaways
Ways to act on Holt Companies Retirement Plan's numbers.
- By total assets, Holt Companies Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- B. D. Holt Company's sponsor-wide assets have grown 40.4% since 2022 across 3 plan years on file. More Wholesale Trade plans