401(k) · DOL Form 5500 · 2023

The Holt Corporation 401(k) Plan

Data updated 2026-08-25

$765K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$191,255
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Holt Corporation 401(k) Plan · Sponsored by The Holt Corporation · Texas · Construction

$765K in assets, 4 participants

The Holt Corporation's The Holt Corporation 401(k) Plan reported $765K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,772 in Construction (9,030 peers)

What the 2023 filing shows

The Holt Corporation 401(k) Plan holds $765K for 4 participants - about $191,255 per participant, among the smaller plans by assets on file.

#1,772
in Construction (9,030 peers)
-0.6%
assets change YoY

The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Holt Corporation 401(k) Plan among the smaller filed plans by assets

The Holt Corporation 401(k) Plan vs every filed plan by assets

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

$765,021 21st percentile higher than 21% 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

The Holt Corporation 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. The Holt Corporation 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Holt Corporation 401(k) Plan reported net income fell from $76K in the plan year 2022 filing to -$5K in the plan year 2023 filing.
  • The Holt Corporation 401(k) Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 843794074 · The Holt Corporation PY 2023 · 401(k)

The Holt Corporation 401(k) Plan · $765K · 4 · 21st

  • EOY $765K
  • 5500 4
  • ASSETS 21st
  • PCT 401(k)
  • EIN near Richfield 1 Retirement Plan
  • RANK ind #1772

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 Construction retirement plans → · Plans in Texas →

The Holt Corporation 401(k) Plan in the asset neighbourhood

The Holt Corporation 401(k) PlanThe Holt Corporation 401(k) …$765KRichfield 1 Retirement Plan$765KPhyzhon Health Inc 401(k) Profit Sharing Plan & TrustPhyzhon Health Inc 401(k) Pr…$765KAllied Logistics Retirement PlanAllied Logistics Retirement …$765KToujours Care Corp. Retirement PlanToujours Care Corp. Retireme…$765K
End-of-year total assets ($M) among The Holt Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$770K
Net Assets (End of Year)$765K
Net Income-$5K
Employer EIN843794074
Plan Effective Date2019-11-22
Filing StatusFILING RECEIVED

Sponsor Plan History (The Holt Corporation)

Sponsor-wide plan assets over time

All The Holt Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$803K 4.3020097349581645% vs 2022
2024 filing year
$0.76M$0.77M$0.78M$0.79M$0.8M$0.81M 202220232024 $0.77M $0.8M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 2 $770K
2023 1 4 $765K
2024 1 4 $803K

Nearby 401(k) Plans in Texas

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

The Holt Corporation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Holt Corporation 401(k) Plan, Total assets ($B): 0.000765021 · Participants: 4The Holt Corporation 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
The Holt Corporation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Holt Corporation 401(k) Plan side-by-side with 3 peers →

The Holt Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Richfield 1 Retirement Plan in WI ($765K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($765K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 The Holt Corporation 401(k) Plan assets move in 2023? ▼
The Holt Corporation 401(k) Plan held essentially flat - down 0.6% during 2023, from $770K to $765K. Reported net income was -$5K.
How have The Holt Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Holt Corporation's sponsor-wide assets grew 4.3%, from $770K to $803K.
Where does The Holt Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
The Holt Corporation 401(k) Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Holt Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Richfield 1 Retirement Plan in WI ($765K, 1 participant).
Which 401(k) plans cover a similar participant headcount to The Holt Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 843794074.

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.