401(k) · DOL Form 5500 · 2023

Hollstadt & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
105
Participants Small participant base
67th
Percentile by assets National rank
$138,460
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hollstadt Consulting Retirement Savings Plan · Sponsored by Hollstadt & Associates, Inc. · Minnesota · Professional & Technical Services

$15M in assets, 105 participants

Hollstadt & Associates, Inc.'s Hollstadt Consulting Retirement Savings Plan reported $15M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,384 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Hollstadt Consulting Retirement Savings Plan covers 105 participants in Minnesota, about 9% of the average Minnesota filer (state average ~1,126 per filing). Assets: $15M.

#13,384
in Professional & Technical Services (20,321 peers)
+19.5%
assets growth YoY

Hollstadt Consulting Retirement Savings Plan's outsized position by total assets

Hollstadt Consulting Retirement Savings Plan vs every filed plan by assets

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

$14,538,301 Top 33% higher than 67% 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

Hollstadt Consulting Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hollstadt Consulting Retirement Savings Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hollstadt Consulting Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hollstadt Consulting Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Hollstadt Consulting Retirement Savings Plan reported participants fell from 113 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411673112 · Hollstadt & Associates, Inc. PY 2023 · 401(k)

Hollstadt Consulting Retirement Savings Plan · $15M · 105 · 67th

  • EIN $15M
  • RANK 105
  • PHOTO 67th
  • IND 401(k)
  • EOY near Phenix Label Co., Inc. 401(k) Plan
  • 5500 ind #13384

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 Minnesota →

Hollstadt Consulting Retirement Savings Plan in the asset neighbourhood

Hollstadt Consulting Retirement Savings PlanHollstadt Consulting Retirem…$15MPhenix Label Co., Inc. 401(k) PlanPhenix Label Co., Inc. 401(k…$15MTeksouth Corporation 401(k) PlanTeksouth Corporation 401(k) …$15MMwi Corporation Employees' Incentive Savings PlanMwi Corporation Employees' I…$15MRockport Clients 401(k) Plan and TrustRockport Clients 401(k) Plan…$15M
End-of-year total assets ($M) among Hollstadt Consulting Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN411673112
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hollstadt & Associates, Inc.)

Sponsor-wide plan assets over time

All Hollstadt & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 16.70326943838189% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $12.2M $14.2M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 113 $12M
2023 1 105 $15M
2024 1 101 $14M

Nearby 401(k) Plans in Minnesota

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

Hollstadt Consulting Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Hollstadt Consulting Retirement Savings Plan, Total assets ($B): 0.014538301 · Participants: 105Hollstadt Consulting Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Hollstadt Consulting Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Hollstadt Consulting Retirement Savings Plan side-by-side with 3 peers →

Hollstadt Consulting Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Phenix Label Co., Inc. 401(k) Plan in KS ($15M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Hollstadt Consulting Retirement Savings Plan assets move in 2023? ▼
Hollstadt Consulting Retirement Savings Plan grew sharply - up 19.5% during 2023, from $12M to $15M. Reported net income was $2M.
How have Hollstadt & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hollstadt & Associates, Inc.'s sponsor-wide assets grew 16.7%, from $12M to $14M.
Which 401(k) plans are similar in size to Hollstadt Consulting Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phenix Label Co., Inc. 401(k) Plan in KS ($15M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Hollstadt Consulting Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 411673112.

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.