Defined Benefit (Pension) · DOL Form 5500 · 2023

Holsum Incorporated Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
83
Participants Small participant base
51st
Percentile by assets National rank
$85,256
Avg per participant Below avg balance/head
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Official DOL plan name: Retirement Plan for Employees of Holsum Incorporated · Sponsored by Holsum Incorporated · New Mexico · Information & Media

$7M in assets, 83 participants

Holsum Incorporated's Retirement Plan for Employees of Holsum Incorporated reported $7M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,040 in Information & Media (2,818 peers)

Holsum Incorporated multi-year trail

Holsum Incorporated's plans moved +35.4% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Holsum Incorporated at $7M / 83 participants.

#1,040
in Information & Media (2,818 peers)
+17.5%
assets growth YoY

Retirement Plan for Employees of Holsum Incorporated's mid-pack asset rank among Information & Media and all filers

Retirement Plan for Employees of Holsum Incorporated vs every filed plan by assets

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

$7,076,239 Top 49% higher than 51% 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

Retirement Plan for Employees of Holsum Incorporated among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Holsum Incorporated is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Holsum Incorporated reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Retirement Plan for Employees of Holsum Incorporated end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Retirement Plan for Employees of Holsum Incorporated reported participants fell from 100 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 850164944 · Holsum Incorporated PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Holsum Incorporated · $7M · 83 · 51st

  • 5500 $7M
  • ASSETS 83
  • PCT 51st
  • EIN Defined Benefit (Pension)
  • RANK near Westinghouse Pension Plan for Windsor Boilermakers
  • PHOTO ind #1040

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 Information & Media retirement plans → · Plans in New Mexico →

Retirement Plan for Employees of Holsum Incorporated in the asset neighbourhood

Westinghouse Pension Plan for Windsor BoilermakersWestinghouse Pension Plan fo…$7MRetirement Plan for Employees of Holsum IncorporatedRetirement Plan for Employee…$7MSharon Quisenberry Defined Benefit PlanSharon Quisenberry Defined B…$7MThe Johnstown Tribune Publishing Company Bargaining Pension PlanThe Johnstown Tribune Publis…$7MB&g Foods Union Pension Plan$7M
End-of-year total assets ($M) among Retirement Plan for Employees of Holsum Incorporated and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Holsum Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Holsum Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$8M 35.390763072350765% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.02M $8.15M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 100 $6M
2023 1 83 $7M
2024 1 90 $8M

Holsum Incorporated filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN850164944
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Mexico

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Holsum Incorporated vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -202468 Total assets ($B) Participants Retirement Plan for Employees of Holsum Incorporated, Total assets ($B): 0.007076239 · Participants: 83Retirement Plan for Employees of Holsum IncorporatedNtess Retirement Income Plan, Total assets ($B): 6.09808864 · Participants: 3544Ntess Retirement Income PlanTriad Defined Benefit Pension Plan, Total assets ($B): 5.686688811 · Participants: 2214Triad Defined Benefit Pension PlanPnm Resources, Inc. Employees' Retirement Plan, Total assets ($B): 0.407211663 · Participants: 146Pnm Resources, Inc. Employees' Retirement PlanPresbyterian Healthcare Services Employees' Pension Plan II, Total assets ($B): 0.247845171 · Participants: 814Presbyterian Healthcare Services Employees' Pension Plan IIWaste Isolation Pilot Plant Pension Plan, Total assets ($B): 0.223782278 · Participants: 953Waste Isolation Pilot Plant Pension Plan
Retirement Plan for Employees of Holsum Incorporated vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants
Compare Retirement Plan for Employees of Holsum Incorporated side-by-side with 3 peers →

Retirement Plan for Employees of Holsum Incorporated's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Mexico, the nearest Defined Benefit (Pension) by assets is Westinghouse Pension Plan for Windsor Boilermakers in PA ($7M); by covered participants it is Pension Plan for Employees of Cn U.S. Subsidiaries in IL (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Retirement Plan for Employees of Holsum Incorporated assets move in 2023? ▼
Retirement Plan for Employees of Holsum Incorporated grew sharply - up 17.5% during 2023, from $6M to $7M. Reported net income was $1M.
How have Holsum Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holsum Incorporated's sponsor-wide assets grew 35.4%, from $6M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Holsum Incorporated? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Westinghouse Pension Plan for Windsor Boilermakers in PA ($7M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Holsum Incorporated? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of Cn U.S. Subsidiaries in IL (83 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 850164944.

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.