Profit Sharing · DOL Form 5500 · 2023

Holte Holding Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
26th
Percentile by assets National rank
$169,134
Avg per participant Above avg balance/head
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Official DOL plan name: Holte Holding Group, Inc. Profit Sharing Plan · Sponsored by Holte Holding Group, Inc. · Ohio · Professional & Technical Services

$1M in assets, 8 participants

Holte Holding Group, Inc.'s Holte Holding Group, Inc. Profit Sharing Plan reported $1M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,426 in Professional & Technical Services (20,321 peers)

Holte Holding Group, Inc. multi-year trail

Holte Holding Group, Inc.'s plans moved +956.6% in assets from 2022 to 2024; this filing shows Holte Holding Group, Inc. Profit Sharing Plan at $1M / 8 participants.

#4,426
in Professional & Technical Services (20,321 peers)
+147.4%
assets growth YoY

Holte Holding Group, Inc. Profit Sharing Plan among the smaller filed plans by assets

Holte Holding Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,353,069 26th percentile higher than 26% 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

Holte Holding Group, Inc. Profit Sharing 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. Holte Holding Group, Inc. Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holte Holding Group, Inc. Profit Sharing Plan reported net income rose from $229K in the plan year 2022 filing to $806K in the plan year 2023 filing.
  • Holte Holding Group, Inc. Profit Sharing Plan end-of-year assets rose from $547K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Holte Holding Group, Inc. Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 264727067 · Holte Holding Group, Inc. PY 2023 · Profit Sharing

Holte Holding Group, Inc. Profit Sharing Plan · $1M · 8 · 26th

  • EOY $1M
  • 5500 8
  • ASSETS 26th
  • PCT Profit Sharing
  • EIN near Bear Gallery, Inc. D/B/a Hubert Gallery Profit Sharing Plan
  • RANK ind #4426

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Holte Holding Group, Inc. Profit Sharing Plan in the asset neighbourhood

Holte Holding Group, Inc. Profit Sharing PlanHolte Holding Group, Inc. Pr…$1MBear Gallery, Inc. D/B/a Hubert Gallery Profit Sharing PlanBear Gallery, Inc. D/B/a Hub…$1MM.J. Hoag Contracting, Inc. Profit Sharing PlanM.J. Hoag Contracting, Inc. …$1MZoboapps Retirement Plan$1MStruve and Laporte Funeral Home Profit Sharing PlanStruve and Laporte Funeral H…$1M
End-of-year total assets ($M) among Holte Holding Group, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Holte Holding Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Holte Holding Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 956.5971022441611% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $0.55M $5.78M ▲ +950.9%
Year Plans Participants Total Assets
2022 1 6 $547K
2023 1 8 $1M
2024 1 8 $6M

Holte Holding Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$547K
Net Assets (End of Year)$1M
Net Income$806K
Employer EIN264727067
Plan Effective Date2008-03-06
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Holte Holding Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Holte Holding Group, Inc. Profit Sharing Plan, Total assets ($B): 0.001353069 · Participants: 8Holte Holding Group, Inc. Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Holte Holding Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Holte Holding Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Holte Holding Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Bear Gallery, Inc. D/B/a Hubert Gallery Profit Sharing Plan in NY ($1M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Holte Holding Group, Inc. Profit Sharing Plan assets move in 2023? ▼
Holte Holding Group, Inc. Profit Sharing Plan surged - up 147.4% during 2023, from $547K to $1M. Reported net income was $806K.
How have Holte Holding Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holte Holding Group, Inc.'s sponsor-wide assets grew 956.6%, from $547K to $6M.
Which Profit Sharing plans are similar in size to Holte Holding Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bear Gallery, Inc. D/B/a Hubert Gallery Profit Sharing Plan in NY ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Holte Holding Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K 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 264727067.

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.