401(k) · DOL Form 5500 · 2023

M1 Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 260
Participants Below avg headcount: 56th
Percentile by assets National rank: $34,154
Avg per participant Low balance/head

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Official DOL plan name: M1 Holdings Inc. 401(k) Plan · Sponsored by M1 Holdings Inc. · Illinois · Finance & Insurance

$9M in assets, 260 participants

M1 Holdings Inc.'s M1 Holdings Inc. 401(k) Plan reported $9M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

#3,628 in Finance & Insurance (8,869 peers)

Coverage in Illinois

M1 Holdings Inc. 401(k) Plan covers 260 participants in Illinois, about 33% of the average Illinois filer (state average ~779 per filing). Assets: $9M.

#3,628
in Finance & Insurance (8,869 peers): +121.1%
assets growth YoY

M1 Holdings Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

M1 Holdings Inc. 401(k) Plan vs every filed plan by assets

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

$8,880,030 Top 44% higher than 56% 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

M1 Holdings 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. M1 Holdings Inc. 401(k) Plan sits mid-pack in the medium band (260 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%)

M1 Holdings Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
M1 Holdings Inc. 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
M1 Holdings Inc. 401(k) Plan reported participants fell from 298 in the plan year 2022 filing to 260 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 814460183 · M1 Holdings Inc. PY 2023 · 401(k)

M1 Holdings Inc. 401(k) Plan · $9M · 260 · 56th

BOOK $9M
VS-ST 260
BOY 56th
SCH 401(k)
EBSA near Wm. Kramer & Son, Inc. Profit Sharing and 401(k) Plan
PART ind #3628

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 Finance & Insurance retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among M1 Holdings Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$9M
Net Income	$5M
Employer EIN	814460183
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (M1 Holdings Inc.)

Latest sponsor-wide plan assets: $11M 166.59428002771278% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	298	$4M
2023	1	260	$9M
2024	1	240	$11M

Nearby 401(k) Plans in Illinois

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

M1 Holdings Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare M1 Holdings Inc. 401(k) Plan side-by-side with 3 peers →

M1 Holdings Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Wm. Kramer & Son, Inc. Profit Sharing and 401(k) Plan in OH ($9M); by covered participants it is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Wm. Kramer & Son, Inc. Profit Sharing and 401(k) Plan (OH) $9M · 11
Shearer Supply, Inc. 401(k) Plan (TX) $9M · 224
Etix, Inc. Retirement Savings Plan (NC) $9M · 152
Avon & West Hartford Health Centers 401(k) Plan (CT) $9M · 270

Similar participant headcount

Nearest other-state filings by covered participants (260 participants); asset peers above are excluded.

Roofing Wholesale Co., Inc. 401(k) Plan (AZ) 260 · 0 off
Esp, Inc. 401(k) Plan (FL) 260 · 0 off
Athenex Inc 401(k) Profit Sharing Plan and Trust (NY) 260 · 0 off
Assets, Inc. 401(k) Plan (AK) 260 · 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 M1 Holdings Inc. 401(k) Plan assets move in 2023? ▼

M1 Holdings Inc. 401(k) Plan surged - up 121.1% during 2023, from $4M to $9M. Reported net income was $5M.

How have M1 Holdings Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), M1 Holdings Inc.'s sponsor-wide assets grew 166.6%, from $4M to $11M.

Which 401(k) plans are similar in size to M1 Holdings Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wm. Kramer & Son, Inc. Profit Sharing and 401(k) Plan in OH ($9M, 11 participants).

Which 401(k) plans cover a similar participant headcount to M1 Holdings Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants, $7M 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 814460183.