401(k) · DOL Form 5500 · 2023

M Holding Co. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
151
Participants Small participant base
54th
Percentile by assets National rank
$53,978
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: M Holding Co. 401(k) Profit Sharing Plan · Sponsored by M Holding Co. · Arizona · Real Estate

$8M in assets, 151 participants

M Holding Co.'s M Holding Co. 401(k) Profit Sharing Plan reported $8M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,432 in Real Estate (4,727 peers)

Coverage in Arizona

M Holding Co. 401(k) Profit Sharing Plan covers 151 participants in Arizona, about 27% of the average Arizona filer (state average ~564 per filing). Assets: $8M.

#3,432
in Real Estate (4,727 peers)
+16.3%
assets growth YoY

M Holding Co. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

M Holding Co. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,150,607 Top 46% higher than 54% 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

M Holding Co. 401(k) Profit Sharing 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. M Holding Co. 401(k) Profit Sharing Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M Holding Co. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • M Holding Co. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • M Holding Co. 401(k) Profit Sharing Plan reported participants fell from 153 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 300757294 · M Holding Co. PY 2023 · 401(k)

M Holding Co. 401(k) Profit Sharing Plan · $8M · 151 · 54th

  • IND $8M
  • EOY 151
  • 5500 54th
  • ASSETS 401(k)
  • PCT near Dubose Strapping, Inc. 401(k) Plan
  • EIN ind #3432

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 Real Estate retirement plans → · Plans in Arizona →

M Holding Co. 401(k) Profit Sharing Plan in the asset neighbourhood

M Holding Co. 401(k) Profit Sharing PlanM Holding Co. 401(k) Profit …$8MDubose Strapping, Inc. 401(k) PlanDubose Strapping, Inc. 401(k…$8MPeter Troost Monument Company Employee 401(k) PlanPeter Troost Monument Compan…$8MRitholtz Wealth Management LLC 401(k) PlanRitholtz Wealth Management L…$8MHr Certification Institute 401(k) PlanHr Certification Institute 4…$8M
End-of-year total assets ($M) among M Holding Co. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN300757294
Plan Effective Date1979-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (M Holding Co.)

Sponsor-wide plan assets over time

All M Holding Co. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 22.81275365198195% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $7.01M $8.6M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 153 $7M
2023 1 151 $8M
2024 1 164 $9M

Nearby 401(k) Plans in Arizona

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

M Holding Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants M Holding Co. 401(k) Profit Sharing Plan, Total assets ($B): 0.008150607 · Participants: 151M Holding Co. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
M Holding Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

M Holding Co. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Dubose Strapping, Inc. 401(k) Plan in NC ($8M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 M Holding Co. 401(k) Profit Sharing Plan assets move in 2023?
M Holding Co. 401(k) Profit Sharing Plan grew sharply - up 16.3% during 2023, from $7M to $8M. Reported net income was $1M.
How have M Holding Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), M Holding Co.'s sponsor-wide assets grew 22.8%, from $7M to $9M.
Which 401(k) plans are similar in size to M Holding Co. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Dubose Strapping, Inc. 401(k) Plan in NC ($8M, 209 participants).
Which 401(k) plans cover a similar participant headcount to M Holding Co. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M in assets).