401(k) · DOL Form 5500 · 2023
B. D. Holt Company 401(k) Plan
Data updated 2026-08-25
- $433M
- Total assets Above avg plan size
- 3,566
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $121,350
- Avg per participant Near avg balance/head
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.
- #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.
- #6,193
- in Wholesale Trade (6,309 peers)
- +20.3%
- assets growth YoY
- 4.3×
- vs typical plan assets (national mean)
Holt Companies Retirement Plan's outsized position by total assets
Holt Companies Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$432,733,351 Top 3% higher than 97% 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 Companies Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holt Companies Retirement Plan lands in the large band (3,566 participants).
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.
EBSA filing schedule strip
Filing strip 741389993 · B. D. Holt Company PY 2023 · 401(k)
Holt Companies Retirement Plan · $433M · 3,566 · 97th
- RANK $433M
- PHOTO 3,566
- IND 97th
- EOY 401(k)
- 5500 near Thompson Coburn LLP 401(k) Profit Sharing Plan
- ASSETS ind #6193
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 Wholesale Trade retirement plans → · Plans in Texas →
Holt Companies Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All B. D. Holt Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $505M 40.39949842422374% vs 2022
- 2024 filing year
| 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.
- 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
Holt Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Thompson Coburn LLP 401(k) Profit Sharing Plan in MO ($432M); by covered participants it is Snowflake Inc. 401(k) Plan in CA (3,566 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($433M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,566 participants); asset peers above are excluded.
- Snowflake Inc. 401(k) Plan (CA) 3,566 · 0 off
- Acadian Ambulance Service, Inc. Profit Sharing 401(k) Plan (LA) 3,566 · 0 off
- John Wiley & Sons, Inc. Employees' Savings Plan (NJ) 3,565 · 1 off
- Dentsply Sirona Inc. 401(k) Savings and Employee Stock Ownership Plan (PA) 3,564 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.