401(k) · DOL Form 5500 · 2022

Holmes Management, Inc. 401(k) Plan

Data updated 2026-08-25

$475K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$475,337
Avg per participant High balance/head
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Official DOL plan name: Holmes Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Holmes Management, Inc. · New Mexico · Healthcare & Social Assistance

$475K in assets, 1 participants

Holmes Management, Inc.'s Holmes Management, Inc. 401(k) Profit Sharing Plan reported $475K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,765 in Healthcare & Social Assistance (20,060 peers)

Holmes Management, Inc. multi-year trail

Holmes Management, Inc.'s plans moved -42.3% in assets from 2022 to 2024; this filing shows Holmes Management, Inc. 401(k) Profit Sharing Plan at $475K / 1 participant.

#2,765
in Healthcare & Social Assistance (20,060 peers)
+0.0%
assets growth YoY

Holmes Management, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Holmes Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$475,337 18th percentile higher than 18% 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

Holmes Management, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holmes Management, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 473258860 · Holmes Management, Inc. PY 2022 · 401(k)

Holmes Management, Inc. 401(k) Profit Sharing Plan · $475K · 1 · 18th

  • RANK $475K
  • RANK 1
  • RANK 18th
  • RANK 401(k)
  • RANK near Wash and Dry Sa Management Company, Inc. 401(k) Profit Sharing Plan
  • RANK ind #2765

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 Healthcare & Social Assistance retirement plans → · Plans in New Mexico →

Holmes Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Holmes Management, Inc. 401(k) Profit Sharing PlanHolmes Management, Inc. 401(…$475KWash and Dry Sa Management Company, Inc. 401(k) Profit Sharing PlanWash and Dry Sa Management C…$475KBluethorn Retirement Plan$475KSanden, Seltzer & Anderson, P.C. 401(k) PlanSanden, Seltzer & Anderson, …$475KUnconditional Love, Inc. Dba Hello Bello 401(k) PlanUnconditional Love, Inc. Dba…$475K
End-of-year total assets ($M) among Holmes Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Holmes Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Holmes Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$275K 42.25023509636321% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.48M $0.27M ▼ -43.7%
Year Plans Participants Total Assets
2022 1 1 $475K
2023 1 1 $275K
2024 1 1 $275K

Holmes Management, Inc. filing trail (2022)

Total Assets (Beginning of Year)$475K
Net Assets (End of Year)$475K
Employer EIN473258860
Plan Effective Date2015-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

Holmes Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Holmes Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000475337 · Participants: 1Holmes Management, Inc. 401(k) Profit Sharing PlanNtess Savings and Income Plan, Total assets ($B): 5.039491778 · Participants: 14007Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 1.548125595 · Participants: 8535Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.750238886 · Participants: 2476Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.707275306 · Participants: 1638Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.445070272 · Participants: 1553Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Holmes Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Holmes Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Holmes Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Wash and Dry Sa Management Company, Inc. 401(k) Profit Sharing Plan in TX ($475K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Holmes Management, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Holmes Management, Inc. 401(k) Profit Sharing Plan held essentially flat - up 0.0% during 2022, from $475K to $475K.
How have Holmes Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holmes Management, Inc.'s sponsor-wide assets declined 42.3%, from $475K to $275K.
Where does Holmes Management, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Holmes Management, Inc. 401(k) Profit Sharing Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Holmes Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wash and Dry Sa Management Company, Inc. 401(k) Profit Sharing Plan in TX ($475K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Holmes Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A 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 473258860.

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.