401(k) · DOL Form 5500 · 2023

Holmes US, a Partnership 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
102
Participants Small participant base
56th
Percentile by assets National rank
$86,721
Avg per participant Below avg balance/head
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Official DOL plan name: Holmes US, a Partnership Salary Savings Plan 401(k) · Sponsored by Holmes US, a Partnership · California · Professional & Technical Services

$9M in assets, 102 participants

Holmes US, a Partnership's Holmes US, a Partnership Salary Savings Plan 401(k) reported $9M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,054 in Professional & Technical Services (20,321 peers)

Coverage in California

Holmes US, a Partnership Salary Savings Plan 401(k) covers 102 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $9M.

#11,054
in Professional & Technical Services (20,321 peers)
+23.4%
assets growth YoY

Holmes US, a Partnership Salary Savings Plan 401(k)'s mid-pack asset rank among Professional & Technical Services and all filers

Holmes US, a Partnership Salary Savings Plan 401(k) vs every filed plan by assets

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

$8,845,588 Top 44% higher than 56% 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

Holmes US, a Partnership Salary Savings Plan 401(k) 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. Holmes US, a Partnership Salary Savings Plan 401(k) sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holmes US, a Partnership Salary Savings Plan 401(k) reported net income rose from -$306K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Holmes US, a Partnership Salary Savings Plan 401(k) end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 943380622 · Holmes US, a Partnership PY 2023 · 401(k)

Holmes US, a Partnership Salary Savings Plan 401(k) · $9M · 102 · 56th

  • NET $9M
  • NET 102
  • NET 56th
  • NET 401(k)
  • NET near Coen Oil Company 401(k) Plan
  • NET ind #11054

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 Professional & Technical Services retirement plans → · Plans in California →

Holmes US, a Partnership Salary Savings Plan 401(k) in the asset neighbourhood

Holmes US, a Partnership Salary Savings Plan 401(k)Holmes US, a Partnership Sal…$9MCoen Oil Company 401(k) Plan$9MCoil Tubing Partners LLC 401(k) PlanCoil Tubing Partners LLC 401…$9MPrime Time Healthcare 401(k) PlanPrime Time Healthcare 401(k)…$9MShorts Travel Management, Inc. 401(k) Retirement PlanShorts Travel Management, In…$9M
End-of-year total assets ($M) among Holmes US, a Partnership Salary Savings Plan 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN943380622
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holmes US, a Partnership)

Sponsor-wide plan assets over time

All Holmes US, a Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$11M 53.13936503695217% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.17M $11M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 102 $7M
2023 1 102 $9M
2024 1 109 $11M

Nearby 401(k) Plans in California

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

Holmes US, a Partnership Salary Savings Plan 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Holmes US, a Partnership Salary Savings Plan 401(k), Total assets ($B): 0.008845588 · Participants: 102Holmes US, a Partnership Salary Savings Plan 401(k)Wells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Holmes US, a Partnership Salary Savings Plan 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare Holmes US, a Partnership Salary Savings Plan 401(k) side-by-side with 3 peers →

Holmes US, a Partnership Salary Savings Plan 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Coen Oil Company 401(k) Plan in PA ($9M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Holmes US, a Partnership Salary Savings Plan 401(k) assets move in 2023? ▼
Holmes US, a Partnership Salary Savings Plan 401(k) grew sharply - up 23.4% during 2023, from $7M to $9M. Reported net income was $2M.
How have Holmes US, a Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holmes US, a Partnership's sponsor-wide assets grew 53.1%, from $7M to $11M.
Which 401(k) plans are similar in size to Holmes US, a Partnership Salary Savings Plan 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Coen Oil Company 401(k) Plan in PA ($9M, 654 participants).
Which 401(k) plans cover a similar participant headcount to Holmes US, a Partnership Salary Savings Plan 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants, $5M 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 943380622.

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.