401(k) · DOL Form 5500 · 2023
Holt Logistics Corp. 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 371
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $102,680
- Avg per participant Below avg balance/head
Official DOL plan name: Holt Logistics Corp. 401(k) Plan · Sponsored by Holt Logistics Corp. · New Jersey · Professional & Technical Services
$38M in assets, 371 participants
Holt Logistics Corp.'s Holt Logistics Corp. 401(k) Plan reported $38M in total assets and 371 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,889 in Professional & Technical Services (20,321 peers)
Coverage in New Jersey
Holt Logistics Corp. 401(k) Plan covers 371 participants in New Jersey, about 44% of the average New Jersey filer (state average ~844 per filing). Assets: $38M.
- #16,889
- in Professional & Technical Services (20,321 peers)
- +22.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Holt Logistics Corp. 401(k) Plan's outsized position by total assets
Holt Logistics Corp. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$38,094,324 Top 18% higher than 82% 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
Holt Logistics Corp. 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. Holt Logistics Corp. 401(k) Plan sits mid-pack in the medium band (371 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Holt Logistics Corp. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Holt Logistics Corp. 401(k) Plan reported participants rose from 299 in the plan year 2022 filing to 371 in the plan year 2023 filing.
- Holt Logistics Corp. 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $38M in the plan year 2023 filing.
DOL schedule card
Filing strip 470853788 · Holt Logistics Corp. PY 2023 · 401(k)
Holt Logistics Corp. 401(k) Plan · $38M · 371 · 82nd
- EBSA $38M
- EBSA 371
- EBSA 82nd
- EBSA 401(k)
- EBSA near Mag Automotive 401(k) Savings Plan
- EBSA ind #16889
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 New Jersey →
Holt Logistics Corp. 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $7M |
| Employer EIN | 470853788 |
| Plan Effective Date | 1994-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holt Logistics Corp.)
Sponsor-wide plan assets over time
All Holt Logistics Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 43.806265420708684% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 299 | $31M |
| 2023 | 1 | 371 | $38M |
| 2024 | 1 | 406 | $45M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Holt Logistics Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Mag Automotive 401(k) Savings Plan in MI ($38M); by covered participants it is Fis 401(k) Plan in OK (371 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Mag Automotive 401(k) Savings Plan (MI) $38M · 240
- The Barton Group 401(k) Plan (NY) $38M · 121
- Kag 401(k) Retirement Plan (TX) $38M · 1,695
- Monterey Mushrooms 401(k) Plan (CA) $38M · 1,455
Similar participant headcount
Nearest other-state filings by covered participants (371 participants); asset peers above are excluded.
- Fis 401(k) Plan (OK) 371 · 0 off
- Grant Street Group, Inc. 401(k) Plan (PA) 371 · 0 off
- A.J. Kirkwood & Associates, Inc 401(k) Profit Sharing Plan (CA) 371 · 0 off
- Fidelity Bank 401(k) Retirement Plan (LA) 371 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.