401(k) · DOL Form 5500 · 2023

Holistic Industries Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 673
Participants Below avg headcount: 28th
Percentile by assets National rank: $2,336
Avg per participant Low balance/head

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Official DOL plan name: Holistic Industries 401(k) Plan · Sponsored by Holistic Industries Inc. · Massachusetts · Healthcare & Social Assistance

$2M in assets, 673 participants

Holistic Industries Inc.'s Holistic Industries 401(k) Plan reported $2M in total assets and 673 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

#4,442 in Healthcare & Social Assistance (17,684 peers)

Holistic Industries Inc. multi-year trail

Holistic Industries Inc.'s plans moved +75.3% in assets from 2023 to 2024; this filing shows Holistic Industries 401(k) Plan at $2M / 673 participants.

#4,442
in Healthcare & Social Assistance (17,684 peers): +12.2%
assets growth YoY

Holistic Industries 401(k) Plan among the smaller filed plans by assets

Holistic Industries 401(k) Plan vs every filed plan by assets

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

$1,572,448 28th percentile higher than 28% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Holistic Industries 401(k) 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. Holistic Industries 401(k) Plan sits mid-pack in the medium band (673 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 833070502 · Holistic Industries Inc. PY 2023 · 401(k)

Holistic Industries 401(k) Plan · $2M · 673 · 28th

5500 $2M
ASSETS 673
PCT 28th
EIN 401(k)
RANK near Act/Ahr 401(k) Plan
PHOTO ind #4442

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Holistic Industries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Holistic Industries Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 75.31428702252792% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	673	$2M
2024	1	635	$3M

Holistic Industries Inc. filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$198K
Employer EIN	833070502
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Holistic Industries 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Holistic Industries 401(k) Plan side-by-side with 3 peers →

Holistic Industries 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Act/Ahr 401(k) Plan in TX ($2M); by covered participants it is Retirement Savings Plan for Salaried Ees of Alcoa USA Corp. in PA (673 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Act/Ahr 401(k) Plan (TX) $2M · 34
Lake City Plating 401(k) Plan (OH) $2M · 150
P.T.S. 401(k) Plan (PA) $2M · 21
Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan (CA) $2M · 1

Similar participant headcount

Nearest other-state filings by covered participants (673 participants); asset peers above are excluded.

Retirement Savings Plan for Salaried Ees of Alcoa USA Corp. (PA) 673 · 0 off
Kuhn North America Retirement Savings Plan (WI) 673 · 0 off
Georgia's Own Credit Union Employees Savings Plan & Trust (GA) 673 · 0 off
The Talaria Company, LLC 401(k) Retirement Savings Plan (RI) 673 · 0 off

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 Holistic Industries 401(k) Plan assets move in 2023? ▼

Holistic Industries 401(k) Plan grew at a solid clip - up 12.2% during 2023, from $1M to $2M. Reported net income was $198K.

How have Holistic Industries Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Holistic Industries Inc.'s sponsor-wide assets grew 75.3%, from $2M to $3M.

Which 401(k) plans are similar in size to Holistic Industries 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Act/Ahr 401(k) Plan in TX ($2M, 34 participants).

Which 401(k) plans cover a similar participant headcount to Holistic Industries 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Retirement Savings Plan for Salaried Ees of Alcoa USA Corp. in PA (673 participants, $411M 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 833070502.