401(k) · DOL Form 5500 · 2023

Holt of California 401(k) Plan

Data updated 2026-08-11

$124M
Total assets
851
Participants
93rd
Percentile by assets
$145,262
Avg per participant
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Official DOL plan name: The Holt Retirement Plan · Sponsored by Holt of California · California · Wholesale Trade

$124M in assets, 851 participants

Holt of California's The Holt Retirement Plan reported $124M in total assets and 851 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #5,932 in Wholesale Trade (6,309 peers)

Where The Holt Retirement Plan sits by assets

The Holt Retirement Plan sits in the top 10% of all filed plans by assets, $124M for 851 participants (~$145,262/participant), up 19.9% in 2023.

$124M
total plan assets (2023 EOY)
851
covered participants
93rd
percentile by assets (of 127,072 plans)
$145,262
avg assets per participant

Where The Holt Retirement Plan sits by total assets

The Holt Retirement Plan vs every filed plan by assets

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

$123,617,947 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Holt Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • The Holt Retirement Plan end-of-year assets rose from $103M in the plan year 2022 filing to $124M in the plan year 2023 filing.
  • The Holt Retirement Plan reported participants rose from 798 in the plan year 2022 filing to 851 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Wholesale Trade

The Holt Retirement Plan vs the 2023 asset distribution

By assets, The Holt Retirement Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$124M
Net Income$21M
Employer EIN680421094
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holt of California)

$90M$100M$110M$120M$130M$140M 202220232024 $103M $135M ▲ +30.9%
Total plan assets by year, all Holt of California plans on file
Year Plans Participants Total Assets
2022 1 798 $103M
2023 1 851 $124M
2024 1 884 $135M

Nearby 401(k) Plans in California

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

The Holt Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Holt Retirement …, Total assets ($B): 0.123617947 · Participants: 851The Holt Retirement …Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Holt Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Holt Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Holt Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Holt Retirement Plan assets move in 2023? ▼
The Holt Retirement Plan grew sharply - up 19.9% during 2023, from $103M to $124M. Reported net income was $21M.
How have Holt of California plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holt of California's sponsor-wide assets grew 30.9%, from $103M to $135M.
Where does The Holt Retirement Plan rank by assets among Form 5500 filers? ▼
The Holt Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Holt Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boston Partners Retirement Savings Plan in NY ($124M, 150 participants).

Next read for The Holt Retirement Plan

Scale reading

Ways to act on The Holt Retirement Plan's numbers.

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 680421094.

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.