401(k) · DOL Form 5500 · 2023
Pt Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $130M
- Total assets Near avg plan size
- 2,824
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $46,060
- Avg per participant Low balance/head
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.
- #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.
- #5,941
- in Wholesale Trade (6,309 peers)
- +49.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Pt Holdings, LLC 401(k) Plan's outsized position by total assets
Pt Holdings, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$130,073,010 Top 7% higher than 93% 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
Pt Holdings, LLC 401(k) 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. Pt Holdings, LLC 401(k) Plan lands in the large band (2,824 participants).
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.
Plan-year Form 5500 strip
Filing strip 901033057 · Pt Holdings, LLC PY 2023 · 401(k)
Pt Holdings, LLC 401(k) Plan · $130M · 2,824 · 93rd
- VS-ST $130M
- VS-ST 2,824
- VS-ST 93rd
- VS-ST 401(k)
- VS-ST near Acuren Inspection, Inc. Retirement Savings Plan
- VS-ST ind #5941
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 Illinois →
Pt Holdings, LLC 401(k) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Pt Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $157M 80.56777250406391% vs 2022
- 2024 filing year
| 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.
- 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
Pt Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Acuren Inspection, Inc. Retirement Savings Plan in CT ($130M); by covered participants it is Ymus and Affiliates 401(k) Plan in CA (2,825 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($130M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,824 participants); asset peers above are excluded.
- Ymus and Affiliates 401(k) Plan (CA) 2,825 · 1 off
- Medico 401(k) Retirement Plan (MS) 2,823 · 1 off
- Ameris Bancorp 401(k) Profit Sharing Plan (GA) 2,822 · 2 off
- Ajinomoto Foods North America, Inc. 401(k) Savings Plan (CA) 2,822 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.