401(k) · DOL Form 5500 · 2023

Holt and Bugbee Company 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
161
Participants Small participant base
66th
Percentile by assets National rank
$89,586
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holt and Bugbee Company Retirement Savings Plan · Sponsored by Holt and Bugbee Company · Massachusetts · Manufacturing

$14M in assets, 161 participants

Holt and Bugbee Company's Holt and Bugbee Company Retirement Savings Plan reported $14M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #10,234 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Holt and Bugbee Company Retirement Savings Plan covers 161 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.

#10,234
in Manufacturing (18,722 peers)
+15.6%
assets growth YoY

Holt and Bugbee Company Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

Holt and Bugbee Company Retirement Savings Plan vs every filed plan by assets

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

$14,423,362 Top 34% higher than 66% 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

Holt and Bugbee Company 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. Holt and Bugbee Company Retirement Savings Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holt and Bugbee Company Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Holt and Bugbee Company Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Holt and Bugbee Company Retirement Savings Plan reported participants fell from 167 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 041448200 · Holt and Bugbee Company PY 2023 · 401(k)

Holt and Bugbee Company Retirement Savings Plan · $14M · 161 · 66th

  • TYPE $14M
  • NET 161
  • BOOK 66th
  • VS-ST 401(k)
  • BOY near Oklahoma's Credit Union 401(k) Plan and Trust
  • SCH ind #10234

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 Manufacturing retirement plans → · Plans in Massachusetts →

Holt and Bugbee Company Retirement Savings Plan in the asset neighbourhood

Holt and Bugbee Company Retirement Savings PlanHolt and Bugbee Company Reti…$14MOklahoma's Credit Union 401(k) Plan and TrustOklahoma's Credit Union 401(…$14MRoot Laboratory, Inc. 401(k) Profit Sharing PlanRoot Laboratory, Inc. 401(k)…$14MThe Custom Companies Retirement Savings PlanThe Custom Companies Retirem…$14MBob Brown Chevrolet, Inc. Profit Sharing PlanBob Brown Chevrolet, Inc. Pr…$14M
End-of-year total assets ($M) among Holt and Bugbee Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN041448200
Plan Effective Date1961-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holt and Bugbee Company)

Sponsor-wide plan assets over time

All Holt and Bugbee Company plans reported in each filing year

Latest sponsor-wide plan assets
$15M 22.752358960379528% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.5M $15.3M ▲ +22.8%
Year Plans Participants Total Assets
2022 1 167 $12M
2023 1 161 $14M
2024 1 166 $15M

Nearby 401(k) Plans in Massachusetts

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

Holt and Bugbee Company Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Holt and Bugbee Company Retirement Savings Plan, Total assets ($B): 0.014423362 · Participants: 161Holt and Bugbee Company Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Holt and Bugbee Company Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Holt and Bugbee Company Retirement Savings Plan side-by-side with 3 peers →

Holt and Bugbee Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Oklahoma's Credit Union 401(k) Plan and Trust in OK ($14M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Holt and Bugbee Company Retirement Savings Plan assets move in 2023? ▼
Holt and Bugbee Company Retirement Savings Plan grew sharply - up 15.6% during 2023, from $12M to $14M. Reported net income was $2M.
How have Holt and Bugbee Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holt and Bugbee Company's sponsor-wide assets grew 22.8%, from $12M to $15M.
Which 401(k) plans are similar in size to Holt and Bugbee Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oklahoma's Credit Union 401(k) Plan and Trust in OK ($14M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Holt and Bugbee Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants, N/A 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 041448200.

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.