401(k) · DOL Form 5500 · 2023

Ajt Holding LLC 401(k) Plan

Data updated 2026-08-25

$469K
Total assets Small plan by assets
391
Participants Below avg headcount
17th
Percentile by assets National rank
$1,200
Avg per participant Low balance/head
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Official DOL plan name: Ajt Holding 401(k) · Sponsored by Ajt Holding LLC · North Carolina · Arts, Entertainment & Recreation

$469K in assets, 391 participants

Ajt Holding LLC's Ajt Holding 401(k) reported $469K in total assets and 391 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,162 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in North Carolina

Ajt Holding 401(k) covers 391 participants in North Carolina, about 48% of the average North Carolina filer (state average ~819 per filing). Assets: $469K.

#1,162
in Arts, Entertainment & Recreation (2,945 peers)
+99.5%
assets growth YoY

Ajt Holding 401(k) among the smaller filed plans by assets

Ajt Holding 401(k) vs every filed plan by assets

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

$469,144 17th percentile higher than 17% 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

Ajt Holding 401(k) 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. Ajt Holding 401(k) sits mid-pack in the medium band (391 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ajt Holding 401(k) end-of-year assets rose from $235K in the plan year 2022 filing to $469K in the plan year 2023 filing.
  • Ajt Holding 401(k) reported participants rose from 224 in the plan year 2022 filing to 391 in the plan year 2023 filing.
  • Ajt Holding 401(k) reported net income rose from $174K in the plan year 2022 filing to $234K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 463266428 · Ajt Holding LLC PY 2023 · 401(k)

Ajt Holding 401(k) · $469K · 391 · 17th

  • BOOK $469K
  • VS-ST 391
  • BOY 17th
  • SCH 401(k)
  • EBSA near Tailwind Enterprises Retirement Plan
  • PART ind #1162

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 Arts, Entertainment & Recreation retirement plans → · Plans in North Carolina →

Ajt Holding 401(k) in the asset neighbourhood

Ajt Holding 401(k)$469KTailwind Enterprises Retirement PlanTailwind Enterprises Retirem…$469KTitan Security Services Union Pension PlanTitan Security Services Unio…$469KHerman Smith & Co Ltd 401(k) Profit Sharing Plan & TrustHerman Smith & Co Ltd 401(k)…$469KDay Family Enterprises, Inc. 401(k) PlanDay Family Enterprises, Inc.…$469K
End-of-year total assets ($M) among Ajt Holding 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$235K
Net Assets (End of Year)$469K
Net Income$234K
Employer EIN463266428
Plan Effective Date2021-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ajt Holding LLC)

Sponsor-wide plan assets over time

All Ajt Holding LLC plans reported in each filing year

Latest sponsor-wide plan assets
$605K 157.41102938050088% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M 202220232024 $0.24M $0.61M ▲ +154.2%
Year Plans Participants Total Assets
2022 1 224 $235K
2023 1 391 $469K
2024 1 432 $605K

Nearby 401(k) Plans in North Carolina

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

Ajt Holding 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Ajt Holding 401(k), Total assets ($B): 0.000469144 · Participants: 391Ajt Holding 401(k)The Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Ajt Holding 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Ajt Holding 401(k) side-by-side with 3 peers →

Ajt Holding 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Tailwind Enterprises Retirement Plan in OK ($469K); by covered participants it is The Bmw Management, Inc. Employee 401(k) Plan in CA (391 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (391 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 Ajt Holding 401(k) assets move in 2023? ▼
Ajt Holding 401(k) surged - up 99.5% during 2023, from $235K to $469K. Reported net income was $234K.
How have Ajt Holding LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ajt Holding LLC's sponsor-wide assets grew 157.4%, from $235K to $605K.
Where does Ajt Holding 401(k) rank by assets among Form 5500 filers? ▼
Ajt Holding 401(k) ranks in the 17th 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 Ajt Holding 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Tailwind Enterprises Retirement Plan in OK ($469K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Ajt Holding 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bmw Management, Inc. Employee 401(k) Plan in CA (391 participants, $343K 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 463266428.

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.