401(k) · DOL Form 5500 · 2023

The Holt Group, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 124
Participants Small participant base: 54th
Percentile by assets National rank: $66,232
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Holt Homes, Inc. 401(k) Plan · Sponsored by The Holt Group, Inc. · Washington · Construction

$8M in assets, 124 participants

The Holt Group, Inc.'s Holt Homes, Inc. 401(k) Plan reported $8M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

#4,760 in Construction (9,030 peers)

Coverage in Washington

Holt Homes, Inc. 401(k) Plan covers 124 participants in Washington, about 8% of the average Washington filer (state average ~1,476 per filing). Assets: $8M.

#4,760
in Construction (9,030 peers): +40.3%
assets growth YoY

Holt Homes, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Holt Homes, Inc. 401(k) Plan vs every filed plan by assets

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

$8,212,735 Top 46% higher than 54% 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 Homes, Inc. 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 Homes, Inc. 401(k) Plan sits mid-pack in the medium band (124 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%)

Holt Homes, Inc. 401(k) Plan reported net income rose from -$32K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Holt Homes, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Holt Homes, Inc. 401(k) Plan reported participants rose from 112 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 205096515 · The Holt Group, Inc. PY 2023 · 401(k)

Holt Homes, Inc. 401(k) Plan · $8M · 124 · 54th

EOY $8M
5500 124
ASSETS 54th
PCT 401(k)
EIN near Data Intensity LLC 401(k) Retirement Plan
RANK ind #4760

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 Construction retirement plans → · Plans in Washington →

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

Washington filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$8M
Net Income	$2M
Employer EIN	205096515
Plan Effective Date	2000-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Holt Group, Inc.)

Latest sponsor-wide plan assets: $9M 54.32257720699636% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	112	$6M
2023	1	124	$8M
2024	1	141	$9M

Nearby 401(k) Plans in Washington

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

Holt Homes, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
Costco 401(k) Retirement Plan $33.4B · 192,744
T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
401(k) Savings Plan $8.1B · 87,590

Compare Holt Homes, Inc. 401(k) Plan side-by-side with 3 peers →

Holt Homes, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Data Intensity LLC 401(k) Retirement Plan in KY ($8M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Data Intensity LLC 401(k) Retirement Plan (KY) $8M · 88
Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust (PA) $8M · 123
Buffalo Land Retirement Plan (OK) $8M · 174
Agility Robotics 401(k) Plan (OR) $8M · 179

Similar participant headcount

Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.

F.L. Chamberlain School Retirement Plan (MA) 124 · 0 off
The Contractors Retirement Plan (VA) 124 · 0 off
Zymeworks Biopharmaceuticals 401(k) Plan () 124 · 0 off
The Childrens Home of Pittsburgh 401(k) Plan (PA) 124 · 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 Holt Homes, Inc. 401(k) Plan assets move in 2023? ▼

Holt Homes, Inc. 401(k) Plan surged - up 40.3% during 2023, from $6M to $8M. Reported net income was $2M.

How have The Holt Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Holt Group, Inc.'s sponsor-wide assets grew 54.3%, from $6M to $9M.

Which 401(k) plans are similar in size to Holt Homes, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Data Intensity LLC 401(k) Retirement Plan in KY ($8M, 88 participants).

Which 401(k) plans cover a similar participant headcount to Holt Homes, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is F.L. Chamberlain School Retirement Plan in MA (124 participants, $1M 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 205096515.