401(k) · DOL Form 5500 · 2023
State Holding Company 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 177
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $66,689
- Avg per participant Below avg balance/head
Official DOL plan name: State Holding Company 401(k) Plan · Sponsored by State Holding Company · Arkansas · Finance & Insurance
$12M in assets, 177 participants
State Holding Company's State Holding Company 401(k) Plan reported $12M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #4,173 in Finance & Insurance (8,869 peers)
Coverage in Arkansas
State Holding Company 401(k) Plan covers 177 participants in Arkansas, about 6% of the average Arkansas filer (state average ~2,784 per filing). Assets: $12M.
- #4,173
- in Finance & Insurance (8,869 peers)
- +15.8%
- assets growth YoY
State Holding Company 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
State Holding Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,803,971 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
State Holding Company 401(k) 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. State Holding Company 401(k) Plan sits mid-pack in the medium band (177 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- State Holding Company 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- State Holding Company 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- State Holding Company 401(k) Plan reported participants fell from 203 in the plan year 2022 filing to 177 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 710595088 · State Holding Company PY 2023 · 401(k)
State Holding Company 401(k) Plan · $12M · 177 · 62nd
- TYPE $12M
- TYPE 177
- TYPE 62nd
- TYPE 401(k)
- TYPE near Swk Technologies 401(k) Profit Sharing Plan & Trust
- TYPE ind #4173
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 Finance & Insurance retirement plans → · Plans in Arkansas →
State Holding Company 401(k) Plan in the asset neighbourhood
Arkansas filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 710595088 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (State Holding Company)
Sponsor-wide plan assets over time
All State Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 23.402638018511308% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 203 | $10M |
| 2023 | 1 | 177 | $12M |
| 2024 | 1 | 154 | $13M |
Nearby 401(k) Plans in Arkansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Walmart 401(k) Plan $41.5B · 1,611,202
- Tyson Foods, Inc. Retirement Savings Plan $3.5B · 113,806
- Dillard's, Inc. Investment & Employee Stock Ownership Plan $2.9B · 30,034
- J.B. Hunt Transport Services, Inc. Employee Retirement Plan $1.3B · 39,077
- Windstream 401(k) Plan $1.2B · 10,991
State Holding Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arkansas, the nearest 401(k) by assets is Swk Technologies 401(k) Profit Sharing Plan & Trust in NJ ($12M); by covered participants it is Purolite 401(k) Plan in PA (177 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.
- Purolite 401(k) Plan (PA) 177 · 0 off
- The Jane Pauley Community Health Center, Inc. 401(k) P/S Plan (IN) 177 · 0 off
- Pillar Construction, Inc. 401(k) Plan (VA) 177 · 0 off
- Richardson Industries, Inc. 401(k) Plan (WI) 177 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.