401(k) · DOL Form 5500 · 2023

Holladay Property Services Midwest Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
501
Participants Below avg headcount
70th
Percentile by assets National rank
$34,377
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan · Sponsored by Holladay Property Services Midwest Inc. · Indiana · Real Estate

$17M in assets, 501 participants

Holladay Property Services Midwest Inc.'s Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan reported $17M in total assets and 501 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,004 in Real Estate (4,727 peers)

Holladay Property Services Midwest Inc. multi-year trail

Holladay Property Services Midwest Inc.'s plans moved +20.3% in assets from 2022 to 2024; this filing shows Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan at $17M / 501 participants.

#4,004
in Real Estate (4,727 peers)
+20.2%
assets growth YoY

Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,222,966 Top 30% higher than 70% 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

Holladay Property Services Midwest Inc. 401(k) Profit Sharing 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. Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (501 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan reported participants rose from 433 in the plan year 2022 filing to 501 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 522128493 · Holladay Property Services Midwest Inc. PY 2023 · 401(k)

Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan · $17M · 501 · 70th

  • VS-ST $17M
  • VS-ST 501
  • VS-ST 70th
  • VS-ST 401(k)
  • VS-ST near Onerorx, Inc. 401(k) Plan
  • VS-ST ind #4004

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 Real Estate retirement plans → · Plans in Indiana →

Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Holladay Property Services Midwest Inc. 401(k) Profit Sharing PlanHolladay Property Services M…$17MOnerorx, Inc. 401(k) Plan$17MSimitree Healthcare Consulting, LLC 401(k) PlanSimitree Healthcare Consulti…$17MThe Perstorp 401(k) Retirement PlanThe Perstorp 401(k) Retireme…$17MChandler Signs, LLC 401(k) PlanChandler Signs, LLC 401(k) P…$17M
End-of-year total assets ($M) among Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Holladay Property Services Midwest Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Holladay Property Services Midwest Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 20.34029782426819% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.3M $17.3M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 433 $14M
2023 1 501 $17M
2024 1 298 $17M

Holladay Property Services Midwest Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN522128493
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.017222966 · Participants: 501Holladay Property Services Midwest Inc. 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Onerorx, Inc. 401(k) Plan in IA ($17M); by covered participants it is Burton 401(k) Incentive Savings Plan in VT (501 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (501 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 Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan grew sharply - up 20.2% during 2023, from $14M to $17M. Reported net income was $3M.
How have Holladay Property Services Midwest Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holladay Property Services Midwest Inc.'s sponsor-wide assets grew 20.3%, from $14M to $17M.
Which 401(k) plans are similar in size to Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Onerorx, Inc. 401(k) Plan in IA ($17M, 498 participants).
Which 401(k) plans cover a similar participant headcount to Holladay Property Services Midwest Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burton 401(k) Incentive Savings Plan in VT (501 participants, $77M 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 522128493.

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.