401(k) · DOL Form 5500 · 2023
B. D. Holt Company 401(k) Plan
Data updated 2026-08-11
- $433M
- Total assets
- 3,566
- Participants
- 97th
- Percentile by assets
- $121,350
- Avg per participant
Official DOL plan name: Holt Companies Retirement Plan · Sponsored by B. D. Holt Company · Texas · Wholesale Trade
$433M in assets, 3,566 participants
B. D. Holt Company's Holt Companies Retirement Plan reported $433M in total assets and 3,566 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #6,193 in Wholesale Trade (6,309 peers)
Coverage in Texas
Holt Companies Retirement Plan covers 3,566 participants in Texas, 5.2x the typical Texas plan (state average ~688 per filing). Assets: $433M.
- $433M
- total plan assets (2023 EOY)
- 3,566
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $121,350
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Holt Companies Retirement Plan reported net income rose from -$69M in the plan year 2022 filing to $73M in the plan year 2023 filing.
- Holt Companies Retirement Plan end-of-year assets rose from $360M in the plan year 2022 filing to $433M in the plan year 2023 filing.
- Holt Companies Retirement Plan reported participants rose from 2,978 in the plan year 2022 filing to 3,566 in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Holt Companies Retirement Plan reports 3,566 participants - 5.2x that state average ($433M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $360M |
|---|---|
| Net Assets (End of Year) | $433M |
| Net Income | $73M |
| Employer EIN | 741389993 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (B. D. Holt Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,978 | $360M |
| 2023 | 1 | 3,566 | $433M |
| 2024 | 1 | 4,257 | $505M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Holt Companies Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Holt Companies Retirement Plan by total assets, not by location.
- Thompson Coburn LLP 401(k) Profit Sharing Plan (MO) $432M · 780
- Epson America, Inc. 401(k) Plan (CA) $432M · 1,582
- Oneoncology, LLC Onerewards Retirement Plan (TN) $433M · 4,968
- Hawaii Medical Service Association Employee Thrift Plan (HI) $434M · 1,255
Frequently Asked Questions
How did Holt Companies Retirement Plan assets move in 2023? ▼
How have B. D. Holt Company plan assets changed over time? ▼
Where does Holt Companies Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Holt Companies Retirement Plan
Filing takeaways
Ways to act on Holt Companies Retirement Plan's numbers.
- By total assets, Holt Companies Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- B. D. Holt Company's sponsor-wide assets have grown 40.4% since 2022 across 3 plan years on file. More Wholesale Trade plans