401(k) · DOL Form 5500 · 2023
Pt Holdings, LLC 401(k) Plan
Data updated 2026-08-11
- $130M
- Total assets
- 2,824
- Participants
- 93rd
- Percentile by assets
- $46,060
- Avg per participant
Official DOL plan name: Pt Holdings, LLC 401(k) Plan · Sponsored by Pt Holdings, LLC · Illinois · Wholesale Trade
$130M in assets, 2,824 participants
Pt Holdings, LLC's Pt Holdings, LLC 401(k) Plan reported $130M in total assets and 2,824 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #5,941 in Wholesale Trade (6,309 peers)
Coverage in Illinois
Pt Holdings, LLC 401(k) Plan covers 2,824 participants in Illinois, 3.6x the typical Illinois plan (state average ~779 per filing). Assets: $130M.
- $130M
- total plan assets (2023 EOY)
- 2,824
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $46,060
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pt Holdings, LLC 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Pt Holdings, LLC 401(k) Plan end-of-year assets rose from $87M in the plan year 2022 filing to $130M in the plan year 2023 filing.
- Pt Holdings, LLC 401(k) Plan reported participants rose from 1,969 in the plan year 2022 filing to 2,824 in the plan year 2023 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Pt Holdings, LLC 401(k) Plan reports 2,824 participants - 3.6x that state average ($130M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $87M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | $28M |
| Employer EIN | 901033057 |
| Plan Effective Date | 2014-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pt Holdings, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,969 | $87M |
| 2023 | 1 | 2,824 | $130M |
| 2024 | 1 | 3,767 | $157M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Pt Holdings, LLC 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Pt Holdings, LLC 401(k) Plan by total assets, not by location.
- Acuren Inspection, Inc. Retirement Savings Plan (CT) $130M · 2,511
- Voluntary Investment Pretax Plan for the Vgna Union Employees (NC) $130M · 3,187
- Waystar, Inc Retirement Plan (KY) $130M · 1,351
- United Talent Agency LLC 401(k) Plan (CA) $130M · 1,424
Frequently Asked Questions
How did Pt Holdings, LLC 401(k) Plan assets move in 2023? ▼
How have Pt Holdings, LLC plan assets changed over time? ▼
Where does Pt Holdings, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for Pt Holdings, LLC 401(k) Plan
Filing takeaways
Ways to act on Pt Holdings, LLC 401(k) Plan's numbers.
- By total assets, Pt Holdings, LLC 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Pt Holdings, LLC's sponsor-wide assets have grown 80.6% since 2022 across 3 plan years on file. More Wholesale Trade plans