401(k) · DOL Form 5500 · 2023

Holland Advisory Services Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
24
Participants Small participant base
36th
Percentile by assets National rank
$131,694
Avg per participant Near avg balance/head
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Official DOL plan name: Holland Affiliated Employer Retirement Plan · Sponsored by Holland Advisory Services Inc. · Florida · Finance & Insurance

$3M in assets, 24 participants

Holland Advisory Services Inc.'s Holland Affiliated Employer Retirement Plan reported $3M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,246 in Finance & Insurance (8,869 peers)

Holland Advisory Services Inc. multi-year trail

Holland Advisory Services Inc.'s plans moved +18.2% in assets from 2022 to 2024; this filing shows Holland Affiliated Employer Retirement Plan at $3M / 24 participants.

#2,246
in Finance & Insurance (8,869 peers)
-4.8%
assets change YoY

The plan reported a net loss of $159K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Holland Affiliated Employer Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Holland Affiliated Employer Retirement Plan vs every filed plan by assets

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

$3,160,664 36th percentile higher than 36% 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

Holland Affiliated Employer Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holland Affiliated Employer Retirement Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holland Affiliated Employer Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to -$159K in the plan year 2023 filing.
  • Holland Affiliated Employer Retirement Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Holland Affiliated Employer Retirement Plan reported participants fell from 25 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 593389161 · Holland Advisory Services Inc. PY 2023 · 401(k)

Holland Affiliated Employer Retirement Plan · $3M · 24 · 36th

  • EOY $3M
  • 5500 24
  • ASSETS 36th
  • PCT 401(k)
  • EIN near Addiction Recovery Care LLC 401(k) Plan
  • RANK ind #2246

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 Florida →

Holland Affiliated Employer Retirement Plan in the asset neighbourhood

Holland Affiliated Employer Retirement PlanHolland Affiliated Employer …$3MAddiction Recovery Care LLC 401(k) PlanAddiction Recovery Care LLC …$3MKpl Select Mortgage, Inc. 401(k) Profit Sharing PlanKpl Select Mortgage, Inc. 40…$3MXcel Ndt, LLC 401(k) Profit Sharing PlanXcel Ndt, LLC 401(k) Profit …$3ME2companies 401(k) Plan$3M
End-of-year total assets ($M) among Holland Affiliated Employer Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Holland Advisory Services Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Holland Advisory Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.227678575462857% vs 2022
2024 filing year
$3M$3.5M$4M 202220232024 $3.32M $3.92M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 25 $3M
2023 1 24 $3M
2024 1 24 $4M

Holland Advisory Services Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$159K
Employer EIN593389161
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Holland Affiliated Employer Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Holland Affiliated Employer Retirement Plan, Total assets ($B): 0.003160664 · Participants: 24Holland Affiliated Employer Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Holland Affiliated Employer Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Holland Affiliated Employer Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Addiction Recovery Care LLC 401(k) Plan in KY ($3M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Holland Affiliated Employer Retirement Plan assets move in 2023?
Holland Affiliated Employer Retirement Plan edged down modestly - down 4.8% during 2023, from $3M to $3M. Reported net income was -$159K.
How have Holland Advisory Services Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Holland Advisory Services Inc.'s sponsor-wide assets grew 18.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Holland Affiliated Employer Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Addiction Recovery Care LLC 401(k) Plan in KY ($3M, 1,104 participants).
Which 401(k) plans cover a similar participant headcount to Holland Affiliated Employer Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K in assets).