401(k) · DOL Form 5500 · 2023

Heidi S Holland Do LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$995,346
Avg per participant High balance/head
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Official DOL plan name: Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Heidi S Holland Do LLC · Arizona · Healthcare & Social Assistance

$2M in assets, 2 participants

Heidi S Holland Do LLC's Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,119 in Healthcare & Social Assistance (17,684 peers)

Heidi S Holland Do LLC multi-year trail

Heidi S Holland Do LLC's plans moved +51.5% in assets from 2022 to 2024; this filing shows Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust at $2M / 2 participants.

#5,119
in Healthcare & Social Assistance (17,684 peers)
+22.3%
assets growth YoY

Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,990,692 30th percentile higher than 30% 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

Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$301K in the plan year 2022 filing to $363K in the plan year 2023 filing.
  • Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161735813 · Heidi S Holland Do LLC PY 2023 · 401(k)

Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust · $2M · 2 · 30th

  • TYPE $2M
  • TYPE 2
  • TYPE 30th
  • TYPE 401(k)
  • TYPE near Qsr Executive Enterprises 401(k) Plan
  • TYPE ind #5119

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 Arizona →

Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Heidi S Holland Do LLC 401(k) Profit Sharing Plan & TrustHeidi S Holland Do LLC 401(k…$2MQsr Executive Enterprises 401(k) PlanQsr Executive Enterprises 40…$2MJack Rutberg Fine Arts, Inc. 401(k) Profit Sharing PlanJack Rutberg Fine Arts, Inc.…$2MEncore Repair Services LLC 401(k) PlanEncore Repair Services LLC 4…$2MGrs Management Associates 401(k) PlanGrs Management Associates 40…$2M
End-of-year total assets ($M) among Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heidi S Holland Do LLC multi-year asset trail

Sponsor-wide plan assets over time

All Heidi S Holland Do LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 51.46483433110435% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.63M $2.47M ▲ +51.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 3 $2M

Heidi S Holland Do LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$363K
Employer EIN161735813
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001990692 · Participants: 2Heidi S Holland Do LLC 401(k) Profit Sharing Plan & TrustBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Qsr Executive Enterprises 401(k) Plan in OH ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 22.3% during 2023, from $2M to $2M. Reported net income was $363K.
How have Heidi S Holland Do LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heidi S Holland Do LLC's sponsor-wide assets grew 51.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Qsr Executive Enterprises 401(k) Plan in OH ($2M, 2,243 participants).
Which 401(k) plans cover a similar participant headcount to Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 161735813.

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.