401(k) · DOL Form 5500 · 2022

Pt Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
1,969
Participants Near avg headcount
92nd
Percentile by assets National rank
$44,154
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pt Holdings, LLC 401(k) Plan · Sponsored by Pt Holdings, LLC · Illinois · Wholesale Trade

$87M in assets, 1,969 participants

Pt Holdings, LLC's Pt Holdings, LLC 401(k) Plan reported $87M in total assets and 1,969 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #6,402 in Wholesale Trade (6,843 peers)

Coverage in Illinois

Pt Holdings, LLC 401(k) Plan covers 1,969 participants in Illinois, 2.5x the typical Illinois plan (state average ~779 per filing). Assets: $87M.

#6,402
in Wholesale Trade (6,843 peers)
+8.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pt Holdings, LLC 401(k) Plan's outsized position by total assets

Pt Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$86,939,786 Top 8% higher than 92% 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

Pt Holdings, LLC 401(k) 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. Pt Holdings, LLC 401(k) Plan lands in the large band (1,969 participants).

Form 5500 schedule snapshot

Filing strip 901033057 · Pt Holdings, LLC PY 2022 · 401(k)

Pt Holdings, LLC 401(k) Plan · $87M · 1,969 · 92nd

  • 5500 $87M
  • ASSETS 1,969
  • PCT 92nd
  • EIN 401(k)
  • RANK near Dynata, LLC Employee 401(k) Plan
  • PHOTO ind #6402

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 Illinois →

Pt Holdings, LLC 401(k) Plan in the asset neighbourhood

Pt Holdings, LLC 401(k) Plan$87MDynata, LLC Employee 401(k) PlanDynata, LLC Employee 401(k) …$87MHornbeck Offshore Services, Inc. 401(k) PlanHornbeck Offshore Services, …$87MThe Middlesex Corporation Retirement Savings PlanThe Middlesex Corporation Re…$87MAugusta Health Care Retirement Savings PlanAugusta Health Care Retireme…$87M
End-of-year total assets ($M) among Pt Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$87M
Net Income-$14M
Employer EIN901033057
Plan Effective Date2014-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pt Holdings, LLC)

Sponsor-wide plan assets over time

All Pt Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$157M 80.56777250406391% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $86.9M $157M ▲ +80.6%
Year Plans Participants Total Assets
2022 1 1,969 $87M
2023 1 2,824 $130M
2024 1 3,767 $157M

Nearby 401(k) Plans in Illinois

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

Pt Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Pt Holdings, LLC 401(k) Plan, Total assets ($B): 0.086939786 · Participants: 1969Pt Holdings, LLC 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Pt Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Pt Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Pt Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Dynata, LLC Employee 401(k) Plan in CT ($87M); by covered participants it is Quanex Building Products Salaried and Nonunion Employee 401 (K) Plan in TX (1,969 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($87M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,969 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 Pt Holdings, LLC 401(k) Plan assets move in 2022? ▼
Pt Holdings, LLC 401(k) Plan grew at a solid clip - up 8.5% during 2022, from $80M to $87M. Reported net income was -$14M.
How have Pt Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pt Holdings, LLC's sponsor-wide assets grew 80.6%, from $87M to $157M.
Where does Pt Holdings, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Pt Holdings, LLC 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pt Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dynata, LLC Employee 401(k) Plan in CT ($87M, 2,455 participants).
Which 401(k) plans cover a similar participant headcount to Pt Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quanex Building Products Salaried and Nonunion Employee 401 (K) Plan in TX (1,969 participants, $114M 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 901033057.

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.