401(k) · DOL Form 5500 · 2023

Hollis & Rogers LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
30th
Percentile by assets National rank
$332,488
Avg per participant High balance/head
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Official DOL plan name: Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Hollis & Rogers LLC · Texas · Professional & Technical Services

$2M in assets, 6 participants

Hollis & Rogers LLC's Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 6 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.

  • #5,360 in Professional & Technical Services (20,321 peers)

2023 asset change

Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust grew sharply 28.2% in 2023 ($2M → $2M) for 6 participants.

#5,360
in Professional & Technical Services (20,321 peers)
+28.2%
assets growth YoY

Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,994,929 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

Hollis & Rogers 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. Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$93K in the plan year 2022 filing to $439K in the plan year 2023 filing.
  • Hollis & Rogers 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 →

Published 5500 schedule card

Filing strip 854348444 · Hollis & Rogers LLC PY 2023 · 401(k)

Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust · $2M · 6 · 30th

  • EIN $2M
  • RANK 6
  • PHOTO 30th
  • IND 401(k)
  • EOY near Brenntag USA 401(k) Plan for Collectively Bargained Employees
  • 5500 ind #5360

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 Texas →

Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

The Insurance Archaeology Group, Ltd. 401(k) PlanThe Insurance Archaeology Gr…$2MHollis & Rogers LLC 401(k) Profit Sharing Plan & TrustHollis & Rogers LLC 401(k) P…$2MBrenntag USA 401(k) Plan for Collectively Bargained EmployeesBrenntag USA 401(k) Plan for…$2MTq Logistics, Inc. 401(k) Retirement PlanTq Logistics, Inc. 401(k) Re…$2MGiacomo a. Licari 401(k) Profit Sharing PlanGiacomo a. Licari 401(k) Pro…$2M
End-of-year total assets ($M) among Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hollis & Rogers LLC years around the 2023 move

Sponsor-wide plan assets over time

All Hollis & Rogers LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.6178457939871413% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.56M $1.6M ▲ +2.6%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 5 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$439K
Employer EIN854348444
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001994929 · Participants: 6Hollis & Rogers LLC 401(k) Profit Sharing Plan & TrustAT&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
Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants

Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Brenntag USA 401(k) Plan for Collectively Bargained Employees in PA ($2M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust assets move in 2023?
Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 28.2% during 2023, from $2M to $2M. Reported net income was $439K.
How have Hollis & Rogers LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Hollis & Rogers LLC's sponsor-wide assets grew 2.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Brenntag USA 401(k) Plan for Collectively Bargained Employees in PA ($2M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Hollis & Rogers LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K in assets).