401(k) · DOL Form 5500 · 2023

Emc2 Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$869K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$289,669
Avg per participant High balance/head
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Official DOL plan name: Emc2 Holdings, Inc. 401(k) Plan · Sponsored by Emc2 Holdings, Inc. · Texas · Finance & Insurance

$869K in assets, 3 participants

Emc2 Holdings, Inc.'s Emc2 Holdings, Inc. 401(k) Plan reported $869K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,256 in Finance & Insurance (8,869 peers)

2023 asset change

Emc2 Holdings, Inc. 401(k) Plan pulled back noticeably 14.1% in 2023 ($1M → $869K) for 3 participants.

#1,256
in Finance & Insurance (8,869 peers)
-14.1%
assets change YoY

The plan reported a net loss of $143K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Emc2 Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

Emc2 Holdings, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$869,006 22nd percentile higher than 22% of 127,068 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 2023

Emc2 Holdings, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emc2 Holdings, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emc2 Holdings, Inc. 401(k) Plan reported net income fell from $504K in the plan year 2022 filing to -$143K in the plan year 2023 filing.
  • Emc2 Holdings, Inc. 401(k) Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Emc2 Holdings, Inc. 401(k) Plan end-of-year assets fell from $1M in the plan year 2022 filing to $869K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 474144106 · Emc2 Holdings, Inc. PY 2023 · 401(k)

Emc2 Holdings, Inc. 401(k) Plan · $869K · 3 · 22nd

  • SCH $869K
  • SCH 3
  • SCH 22nd
  • SCH 401(k)
  • SCH near Smith and Keene 401(k) Plan
  • SCH ind #1256

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 Finance & Insurance retirement plans → · Plans in Texas →

Emc2 Holdings, Inc. 401(k) Plan in the asset neighbourhood

Emc2 Holdings, Inc. 401(k) PlanEmc2 Holdings, Inc. 401(k) P…$869KSmith and Keene 401(k) Plan$869KKutsikovich Companies 401(k) Profit Sharing PlanKutsikovich Companies 401(k)…$869KNorth Fork Big Oyster 401(k) PlanNorth Fork Big Oyster 401(k)…$869KThomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and TrustThomas D. Weddell, Cpa, P.C.…$869K
End-of-year total assets ($M) among Emc2 Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Emc2 Holdings, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Emc2 Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 6.47730551679704% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $1.01M $1.08M ▲ +6.9%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 3 $869K
2024 1 5 $1M

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$869K
Net Income-$143K
Employer EIN474144106
Plan Effective Date2015-05-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Emc2 Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Emc2 Holdings, Inc. 401(k) Plan, Total assets ($B): 0.000869006 · Participants: 3Emc2 Holdings, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Emc2 Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Emc2 Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Emc2 Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Smith and Keene 401(k) Plan in VA ($869K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Emc2 Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Emc2 Holdings, Inc. 401(k) Plan pulled back noticeably - down 14.1% during 2023, from $1M to $869K. Reported net income was -$143K.
How have Emc2 Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emc2 Holdings, Inc.'s sponsor-wide assets grew 6.5%, from $1M to $1M.
Where does Emc2 Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Emc2 Holdings, Inc. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Emc2 Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smith and Keene 401(k) Plan in VA ($869K, 153 participants).
Which 401(k) plans cover a similar participant headcount to Emc2 Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474144106.

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.