401(k) · DOL Form 5500 · 2023

Palmer Holland, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
185
Participants Below avg headcount
79th
Percentile by assets National rank
$164,544
Avg per participant Above avg balance/head
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Official DOL plan name: Palmer Holland, Inc. Profit Sharing Plan & Trust · Sponsored by Palmer Holland, Inc. · Ohio · Wholesale Trade

$30M in assets, 185 participants

Palmer Holland, Inc.'s Palmer Holland, Inc. Profit Sharing Plan & Trust reported $30M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,967 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Palmer Holland, Inc. Profit Sharing Plan & Trust covers 185 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $30M.

#4,967
in Wholesale Trade (6,309 peers)
+30.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Palmer Holland, Inc. Profit Sharing Plan & Trust's outsized position by total assets

Palmer Holland, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$30,440,553 Top 21% higher than 79% 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

Palmer Holland, Inc. Profit Sharing Plan & Trust 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. Palmer Holland, Inc. Profit Sharing Plan & Trust sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palmer Holland, Inc. Profit Sharing Plan & Trust reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Palmer Holland, Inc. Profit Sharing Plan & Trust end-of-year assets rose from $23M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Palmer Holland, Inc. Profit Sharing Plan & Trust reported participants rose from 144 in the plan year 2022 filing to 185 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 340764574 · Palmer Holland, Inc. PY 2023 · 401(k)

Palmer Holland, Inc. Profit Sharing Plan & Trust · $30M · 185 · 79th

  • EOY $30M
  • 5500 185
  • ASSETS 79th
  • PCT 401(k)
  • EIN near Fastmarkets Savings and Investment Plan
  • RANK ind #4967

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 Wholesale Trade retirement plans → · Plans in Ohio →

Palmer Holland, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Palmer Holland, Inc. Profit Sharing Plan & TrustPalmer Holland, Inc. Profit …$30MFastmarkets Savings and Investment PlanFastmarkets Savings and Inve…$30MTbc Retail 401(k) Plan$30MLemonade, Inc. 401(k) Plan$30MLanigan Ryan, P. C. 401(k) Profit Sharing PlanLanigan Ryan, P. C. 401(k) P…$30M
End-of-year total assets ($M) among Palmer Holland, Inc. Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$30M
Net Income$7M
Employer EIN340764574
Plan Effective Date1977-05-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmer Holland, Inc.)

Sponsor-wide plan assets over time

All Palmer Holland, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$257M 9.736316754403983% vs 2022
2024 filing year
$250M$260M$270M$280M$290M 202220232024 $284M $257M ▼ -9.7%
Year Plans Participants Total Assets
2022 2 289 $284M
2023 2 366 $264M
2024 2 438 $257M

Nearby 401(k) Plans in Ohio

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

Palmer Holland, Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Palmer Holland, Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.030440553 · Participants: 185Palmer Holland, Inc. Profit Sharing Plan & TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Palmer Holland, Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Palmer Holland, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Palmer Holland, Inc. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Fastmarkets Savings and Investment Plan in MA ($30M); by covered participants it is Aerie Pharmaceuticals 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Palmer Holland, Inc. Profit Sharing Plan & Trust assets move in 2023? ▼
Palmer Holland, Inc. Profit Sharing Plan & Trust surged - up 30.3% during 2023, from $23M to $30M. Reported net income was $7M.
How have Palmer Holland, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmer Holland, Inc.'s sponsor-wide assets declined 9.7%, from $284M to $257M.
Where does Palmer Holland, Inc. Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Palmer Holland, Inc. Profit Sharing Plan & Trust ranks in the 79th 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 Palmer Holland, Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fastmarkets Savings and Investment Plan in MA ($30M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Palmer Holland, Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Aerie Pharmaceuticals 401(k) Plan in TX (185 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 340764574.

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.