401(k)
2022 plan-year 401(k) DOL Form 5500

Holtec International Profit Sharing Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Holtec International · New Jersey · Professional & Technical Services

What the 2023 filing shows

Holtec International Profit Sharing Plan and Trust holds $77M for 865 participants — about $88,992 per participant, up 6.4% over the 2022 plan year.

$77M
total plan assets (2022 EOY)
865
covered participants
$88,992
avg assets per participant
+6.4%
assets growth YoY
Total Assets (2023)
$77M
Participants
865
State
Industry
Professional & Technical Services

What the Filing Says About Holtec International Profit Sharing Plan and Trust

Holtec International Profit Sharing Plan and Trust is a 401(k) retirement plan sponsored by Holtec International, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $77M in total end-of-year assets and covers 865 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 204598433, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $72M at the beginning of 2022 to $77M at year-end — a gain of 6.4%. Net assets (after liabilities) closed the year at $77M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$72M
Total Assets (End of Year)$77M
Net Assets (End of Year)$77M
Net Income$5M
Plan Type401(k)
Employer EIN204598433
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holtec International)

Year Plans Participants Total Assets
2022 1 865 $77M
2023 1 1,132 $106M
2024 1 1,104 $137M

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Frequently Asked Questions

How much money is in the Holtec International Profit Sharing Plan and Trust?
As of the 2022 Form 5500 filing, Holtec International Profit Sharing Plan and Trust holds $77M in total assets with 865 participants. It is sponsored by Holtec International.
What type of plan is Holtec International Profit Sharing Plan and Trust?
Holtec International Profit Sharing Plan and Trust is a 401(k) plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 204598433.
Who sponsors the Holtec International Profit Sharing Plan and Trust?
Holtec International Profit Sharing Plan and Trust is sponsored by Holtec International, located in New Jersey. The sponsor's EIN is 204598433 and the plan operates in the Professional & Technical Services industry.
How did Holtec International Profit Sharing Plan and Trust perform in 2022?
Holtec International Profit Sharing Plan and Trust grew by 6.4% during 2022, moving from $72M to $77M in total assets. Net income was $5M.
Where can I find official filings for Holtec International Profit Sharing Plan and Trust?
Official Form 5500 filings for Holtec International Profit Sharing Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 204598433 or plan name at efast.dol.gov.
How does Holtec International Profit Sharing Plan and Trust compare to other plans?
You can compare Holtec International Profit Sharing Plan and Trust against other 401(k) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 204598433.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.