401(k) · DOL Form 5500 · 2023

Global Holdings Management Group (US) Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
63
Participants Small participant base
76th
Percentile by assets National rank
$384,807
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Global Holdings Management Group (US) Inc. 401(k) Plan · Sponsored by Global Holdings Management Group (US) Inc. · New York · Transportation & Warehousing

$24M in assets, 63 participants

Global Holdings Management Group (US) Inc.'s Global Holdings Management Group (US) Inc. 401(k) Plan reported $24M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,518 in Transportation & Warehousing (3,362 peers)

Where Global Holdings Management Group (US) Inc. 401(k) Plan sits by assets

Global Holdings Management Group (US) Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 63 participants (~$384,807/participant), up 22.0% in 2023.

#2,518
in Transportation & Warehousing (3,362 peers)
+22.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Global Holdings Management Group (US) Inc. 401(k) Plan's outsized position by total assets

Global Holdings Management Group (US) Inc. 401(k) Plan vs every filed plan by assets

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

$24,242,859 Top 24% higher than 76% 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

Global Holdings Management Group (US) Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Global Holdings Management Group (US) Inc. 401(k) Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Global Holdings Management Group (US) Inc. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Global Holdings Management Group (US) Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Global Holdings Management Group (US) Inc. 401(k) Plan reported participants rose from 58 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 900802619 · Global Holdings Management Group (US) Inc. PY 2023 · 401(k)

Global Holdings Management Group (US) Inc. 401(k) Plan · $24M · 63 · 76th

  • NET $24M
  • NET 63
  • NET 76th
  • NET 401(k)
  • NET near Physicians Pharmacy Direction Retirement Plan for Self-Employed
  • NET ind #2518

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 Transportation & Warehousing retirement plans → · Plans in New York →

Global Holdings Management Group (US) Inc. 401(k) Plan in the asset neighbourhood

Global Holdings Management Group (US) Inc. 401(k) PlanGlobal Holdings Management G…$24MPhysicians Pharmacy Direction Retirement Plan for Self-EmployedPhysicians Pharmacy Directio…$24MT. W. Frierson Contractor, Inc. 401(k) Profit Sharing PlanT. W. Frierson Contractor, I…$24MBuckeye Power Sales Co., Inc. 401(k) PlanBuckeye Power Sales Co., Inc…$24MItalmatch USA 401(k) Plan$24M
End-of-year total assets ($M) among Global Holdings Management Group (US) Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN900802619
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Global Holdings Management Group (US) Inc.)

Sponsor-wide plan assets over time

All Global Holdings Management Group (US) Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 49.77650698795986% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.9M $29.8M ▲ +49.8%
Year Plans Participants Total Assets
2022 1 58 $20M
2023 1 63 $24M
2024 1 62 $30M

Nearby 401(k) Plans in New York

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

Global Holdings Management Group (US) Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Global Holdings Management Group (US) Inc. 401(k) Plan, Total assets ($B): 0.024242859 · Participants: 63Global Holdings Management Group (US) Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Global Holdings Management Group (US) Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Global Holdings Management Group (US) Inc. 401(k) Plan side-by-side with 3 peers →

Global Holdings Management Group (US) Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Physicians Pharmacy Direction Retirement Plan for Self-Employed in PA ($24M); by covered participants it is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Global Holdings Management Group (US) Inc. 401(k) Plan assets move in 2023? ▼
Global Holdings Management Group (US) Inc. 401(k) Plan grew sharply - up 22.0% during 2023, from $20M to $24M. Reported net income was $4M.
How have Global Holdings Management Group (US) Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Global Holdings Management Group (US) Inc.'s sponsor-wide assets grew 49.8%, from $20M to $30M.
Where does Global Holdings Management Group (US) Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Global Holdings Management Group (US) Inc. 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Global Holdings Management Group (US) Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Physicians Pharmacy Direction Retirement Plan for Self-Employed in PA ($24M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Global Holdings Management Group (US) Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcdevitt Companies Employee 401(k) Plan in NH (63 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 900802619.

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.