401(k) · DOL Form 5500 · 2023

Holiday World of Houston, LP 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 315
Participants Below avg headcount: 52nd
Percentile by assets National rank: $23,419
Avg per participant Low balance/head

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Official DOL plan name: Holiday World Retirement Savings Plan · Sponsored by Holiday World of Houston, LP · Texas · Retail Trade

$7M in assets, 315 participants

Holiday World of Houston, LP's Holiday World Retirement Savings Plan reported $7M in total assets and 315 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

#5,238 in Retail Trade (8,414 peers)

Coverage in Texas

Holiday World Retirement Savings Plan covers 315 participants in Texas, about 46% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#5,238
in Retail Trade (8,414 peers): +16.5%
assets growth YoY

Holiday World Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

Holiday World Retirement Savings Plan vs every filed plan by assets

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

$7,377,046 Top 48% higher than 52% 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

Holiday World 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. Holiday World Retirement Savings Plan sits mid-pack in the medium band (315 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Holiday World Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Holiday World Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Holiday World Retirement Savings Plan reported participants rose from 295 in the plan year 2022 filing to 315 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 760514084 · Holiday World of Houston, LP PY 2023 · 401(k)

Holiday World Retirement Savings Plan · $7M · 315 · 52nd

RANK $7M
PHOTO 315
IND 52nd
EOY 401(k)
5500 near Ensurge Micropower, Inc. 401(k) Plan
ASSETS ind #5238

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 Retail Trade retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Holiday World Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$1M
Employer EIN	760514084
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Holiday World of Houston, LP)

Latest sponsor-wide plan assets: $8M 23.912251505493522% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	295	$6M
2023	1	315	$7M
2024	1	274	$8M

Nearby 401(k) Plans in Texas

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

Holiday World Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Holiday World Retirement Savings Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Ensurge Micropower, Inc. 401(k) Plan in CA ($7M); by covered participants it is Surefire, LLC 401(k) Plan in CA (315 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Ensurge Micropower, Inc. 401(k) Plan (CA) $7M · 39
Macris, Hendricks & Glascock, P.a. 401(k) Profit Sharing Plan and Trust (MD) $7M · 37
Tdc Retirement Plan (MA) $7M · 21
The Mom Project 401(k) Plan (IL) $7M · 214

Similar participant headcount

Nearest other-state filings by covered participants (315 participants); asset peers above are excluded.

Surefire, LLC 401(k) Plan (CA) 315 · 0 off
Max Credit Union Capital Accumulation Plan (AL) 315 · 0 off
Winston Brands, Inc. 401(k) Plan (IL) 315 · 0 off
Vp Supply Corporation 401(k) Profit Sharing Plan (NY) 315 · 0 off

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 Holiday World Retirement Savings Plan assets move in 2023? ▼

Holiday World Retirement Savings Plan grew sharply - up 16.5% during 2023, from $6M to $7M. Reported net income was $1M.

How have Holiday World of Houston, LP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Holiday World of Houston, LP's sponsor-wide assets grew 23.9%, from $6M to $8M.

Which 401(k) plans are similar in size to Holiday World Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ensurge Micropower, Inc. 401(k) Plan in CA ($7M, 39 participants).

Which 401(k) plans cover a similar participant headcount to Holiday World Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Surefire, LLC 401(k) Plan in CA (315 participants, $20M 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 760514084.