401(k) · DOL Form 5500 · 2023

Ned S. Holmes Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
8
Participants Small participant base
45th
Percentile by assets National rank
$641,964
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ned S. Holmes Investments, Inc. 401(k) Plan · Sponsored by Ned S. Holmes Investments, Inc. · Texas · Real Estate

$5M in assets, 8 participants

Ned S. Holmes Investments, Inc.'s Ned S. Holmes Investments, Inc. 401(k) Plan reported $5M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,046 in Real Estate (4,727 peers)

Ned S. Holmes Investments, Inc. multi-year trail

Ned S. Holmes Investments, Inc.'s plans moved +39.6% in assets from 2022 to 2024; this filing shows Ned S. Holmes Investments, Inc. 401(k) Plan at $5M / 8 participants.

#3,046
in Real Estate (4,727 peers)
+17.9%
assets growth YoY

Ned S. Holmes Investments, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Ned S. Holmes Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$5,135,708 45th percentile higher than 45% 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

Ned S. Holmes Investments, 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. Ned S. Holmes Investments, Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ned S. Holmes Investments, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $779K in the plan year 2023 filing.
  • Ned S. Holmes Investments, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Ned S. Holmes Investments, Inc. 401(k) Plan reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741917345 · Ned S. Holmes Investments, Inc. PY 2023 · 401(k)

Ned S. Holmes Investments, Inc. 401(k) Plan · $5M · 8 · 45th

  • BOOK $5M
  • VS-ST 8
  • BOY 45th
  • SCH 401(k)
  • EBSA near Becker & Gurian Profit Sharing Plan and Trust
  • PART ind #3046

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 Real Estate retirement plans → · Plans in Texas →

Ned S. Holmes Investments, Inc. 401(k) Plan in the asset neighbourhood

Ned S. Holmes Investments, Inc. 401(k) PlanNed S. Holmes Investments, I…$5MBecker & Gurian Profit Sharing Plan and TrustBecker & Gurian Profit Shari…$5MJavara Inc Long Term Savings PlanJavara Inc Long Term Savings…$5MTax Mam, Inc. Profit Sharing PlanTax Mam, Inc. Profit Sharing…$5MAspen Group, Inc. 401(k) Profit Sharing Plan and TrustAspen Group, Inc. 401(k) Pro…$5M
End-of-year total assets ($M) among Ned S. Holmes Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ned S. Holmes Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ned S. Holmes Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 39.60810047486349% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.36M $6.08M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 9 $4M
2023 1 8 $5M
2024 1 9 $6M

Ned S. Holmes Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$779K
Employer EIN741917345
Plan Effective Date2006-03-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Ned S. Holmes Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ned S. Holmes Investments, Inc. 401(k) Plan, Total assets ($B): 0.005135708 · Participants: 8Ned S. Holmes Investments, 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
Ned S. Holmes Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ned S. Holmes Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Ned S. Holmes Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Becker & Gurian Profit Sharing Plan and Trust in IL ($5M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (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 Ned S. Holmes Investments, Inc. 401(k) Plan assets move in 2023? ▼
Ned S. Holmes Investments, Inc. 401(k) Plan grew sharply - up 17.9% during 2023, from $4M to $5M. Reported net income was $779K.
How have Ned S. Holmes Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ned S. Holmes Investments, Inc.'s sponsor-wide assets grew 39.6%, from $4M to $6M.
Which 401(k) plans are similar in size to Ned S. Holmes Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Becker & Gurian Profit Sharing Plan and Trust in IL ($5M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Ned S. Holmes Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 741917345.

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.