401(k) · DOL Form 5500 · 2023
Holder & Sons Company 401(k) Plan
Data updated 2026-08-25
- $196K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $27,984
- Avg per participant Low balance/head
Official DOL plan name: Holder & Sons Company Retirement Plan · Sponsored by Holder & Sons Company · Georgia · Administrative & Support Services
$196K in assets, 7 participants
Holder & Sons Company's Holder & Sons Company Retirement Plan reported $196K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.
- #1,049 in Administrative & Support Services (4,372 peers)
What the 2023 filing shows
Holder & Sons Company Retirement Plan holds $196K for 7 participants - about $27,984 per participant, among the smaller plans by assets on file.
- #1,049
- in Administrative & Support Services (4,372 peers)
- -7.9%
- assets change YoY
The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Holder & Sons Company Retirement Plan among the smaller filed plans by assets
Holder & Sons Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$195,891 10th percentile higher than 10% 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
Holder & Sons Company Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holder & Sons Company Retirement Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Holder & Sons Company Retirement Plan reported net income fell from -$2K in the plan year 2022 filing to -$17K in the plan year 2023 filing.
- Holder & Sons Company Retirement Plan reported participants rose from 5 in the plan year 2022 filing to 7 in the plan year 2023 filing.
- Holder & Sons Company Retirement Plan end-of-year assets fell from $213K in the plan year 2022 filing to $196K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 834580122 · Holder & Sons Company PY 2023 · 401(k)
Holder & Sons Company Retirement Plan · $196K · 7 · 10th
- BOY $196K
- BOY 7
- BOY 10th
- BOY 401(k)
- BOY near Shepherding Walk Incorporated Retirement Plan
- BOY ind #1049
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 Administrative & Support Services retirement plans → · Plans in Georgia →
Holder & Sons Company Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $213K |
|---|---|
| Net Assets (End of Year) | $196K |
| Net Income | -$17K |
| Employer EIN | 834580122 |
| Plan Effective Date | 2019-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holder & Sons Company)
Sponsor-wide plan assets over time
All Holder & Sons Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $193K 9.203224350050792% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $213K |
| 2023 | 1 | 7 | $196K |
| 2024 | 2 | 8 | $193K |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Holder & Sons Company Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Shepherding Walk Incorporated Retirement Plan in TX ($196K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($196K here).
- Shepherding Walk Incorporated Retirement Plan (TX) $196K · 3
- Bksquared, Inc. 401(k) Plan (OH) $196K · 3
- North Branch Distribution Co. 401(k) Plan (PA) $196K · 5
- Southern Maids, Inc. 401(k) Plan (MS) $196K · 1
Similar participant headcount
Nearest other-state filings by covered participants (7 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.