401(k) · DOL Form 5500 · 2023

Holt Farms, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
125
Participants Small participant base
47th
Percentile by assets National rank
$46,044
Avg per participant Low balance/head
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Official DOL plan name: Holt Farms 401(k) Profit Sharing Plan · Sponsored by Holt Farms, LLC · Utah · Agriculture, Forestry & Fishing

$6M in assets, 125 participants

Holt Farms, LLC's Holt Farms 401(k) Profit Sharing Plan reported $6M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #634 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Utah

Holt Farms 401(k) Profit Sharing Plan covers 125 participants in Utah, about 21% of the average Utah filer (state average ~592 per filing). Assets: $6M.

#634
in Agriculture, Forestry & Fishing (1,288 peers)
+29.6%
assets growth YoY

Holt Farms 401(k) Profit Sharing Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Holt Farms 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,755,439 47th percentile higher than 47% 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

Holt Farms 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. Holt Farms 401(k) Profit Sharing Plan sits mid-pack in the medium band (125 participants).

Published 5500 schedule card

Filing strip 320299218 · Holt Farms, LLC PY 2023 · 401(k)

Holt Farms 401(k) Profit Sharing Plan · $6M · 125 · 47th

  • VS-ST $6M
  • BOY 125
  • SCH 47th
  • EBSA 401(k)
  • PART near Satori Capital 401(k) Plan
  • TYPE ind #634

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Utah →

Holt Farms 401(k) Profit Sharing Plan in the asset neighbourhood

Holt Farms 401(k) Profit Sharing PlanHolt Farms 401(k) Profit Sha…$6MSatori Capital 401(k) Plan$6MBriefing.Com, Inc. 401(k) PlanBriefing.Com, Inc. 401(k) Pl…$6MDenyse Signs, Inc. 401(k) Profit Sharing PlanDenyse Signs, Inc. 401(k) Pr…$6MFallon Service, Inc. 401(k) PlanFallon Service, Inc. 401(k) …$6M
End-of-year total assets ($M) among Holt Farms 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN320299218
Plan Effective Date1983-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holt Farms, LLC)

Sponsor-wide plan assets over time

All Holt Farms, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 21.32494150315901% vs 2023
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 20232024 $5.76M $6.98M ▲ +21.2%
Year Plans Participants Total Assets
2023 1 125 $6M
2024 1 147 $7M

Nearby 401(k) Plans in Utah

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

Holt Farms 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Holt Farms 401(k) Profit Sharing Plan, Total assets ($B): 0.005755439 · Participants: 125Holt Farms 401(k) Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Holt Farms 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Holt Farms 401(k) Profit Sharing Plan side-by-side with 3 peers →

Holt Farms 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Satori Capital 401(k) Plan in TX ($6M); by covered participants it is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Holt Farms 401(k) Profit Sharing Plan assets move in 2023? ▼
Holt Farms 401(k) Profit Sharing Plan grew sharply - up 29.6% during 2023, from $4M to $6M. Reported net income was $1M.
How have Holt Farms, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Holt Farms, LLC's sponsor-wide assets grew 21.3%, from $6M to $7M.
Which 401(k) plans are similar in size to Holt Farms 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Satori Capital 401(k) Plan in TX ($6M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Holt Farms 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 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 320299218.

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.