401(k) · DOL Form 5500 · 2022

Pt Holdings, LLC 401(k) Plan

Data updated 2026-08-11

$87M
Total assets
1,969
Participants
92nd
Percentile by assets
$44,154
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$87M
total plan assets (2022 EOY)
1,969
covered participants
92nd
percentile by assets (of 139,126 plans)
$44,154
avg assets per participant

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.

Where Pt Holdings, LLC 401(k) Plan sits 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 $2,010,000,000 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

State
Illinois
Industry
Wholesale Trade

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Pt Holdings, LLC 401(k) Plan reports 1,969 participants - 2.5x that state average ($87M EOY assets).

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)

$50M$100M$150M$200M 202220232024 $86.9M $157M ▲ +80.6%
Total plan assets by year, all Pt Holdings, LLC plans on file
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 ($B) Participants Pt Holdings, LLC 401…, Total assets ($B): 0.086939786 · Participants: 1969Pt Holdings, LLC 401…State Farm 401(k) Sa…, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Sa…Accenture United Sta…, Total assets ($B): 14.283954811 · Participants: 66653Accenture United Sta…Abbott Laboratories …, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories …United Airlines Pilo…, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilo…Walgreens Retirement…, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Pt Holdings, LLC 401(k) Plan by total assets, not by location.

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).

Next read for Pt Holdings, LLC 401(k) Plan

Filing takeaways

Ways to act on Pt Holdings, LLC 401(k) Plan's numbers.

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.