401(k) · DOL Form 5500 · 2023

Holle Family Funeral Home, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
26th
Percentile by assets National rank
$274,033
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan · Sponsored by Holle Family Funeral Home, Inc. · New Jersey · Other Services

$1M in assets, 5 participants

Holle Family Funeral Home, Inc.'s Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,035 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan ranks #4,035 of 7,857 2023 filers by assets (1465% of the sector average)-$1M for 5 participants.

#4,035
in Other Services (7,857 peers)
+24.3%
assets growth YoY

Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,370,166 26th percentile higher than 26% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan reported net income rose from -$175K in the plan year 2022 filing to $268K in the plan year 2023 filing.
  • Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan reported participants rose from 3 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 205314502 · Holle Family Funeral Home, Inc. PY 2023 · 401(k)

Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan · $1M · 5 · 26th

  • PART $1M
  • PART 5
  • PART 26th
  • PART 401(k)
  • PART near Optiform Imaging Systems 401(k) Profit Sharing Plan
  • PART ind #4035

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 Other Services retirement plans → · Plans in New Jersey →

Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Holle Family Funeral Home, Inc. 401(k) Profit Sharing PlanHolle Family Funeral Home, I…$1MOptiform Imaging Systems 401(k) Profit Sharing PlanOptiform Imaging Systems 401…$1MFace Amusement Group, Inc. 401(k) Profit Sharing PlanFace Amusement Group, Inc. 4…$1MShoals Primary Care Retirement PlanShoals Primary Care Retireme…$1MBlitz Builders, Inc. 401(k) Plan and TrustBlitz Builders, Inc. 401(k) …$1M
End-of-year total assets ($M) among Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$268K
Employer EIN205314502
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holle Family Funeral Home, Inc.)

Sponsor-wide plan assets over time

All Holle Family Funeral Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 55.12145210988969% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.1M $1.71M ▲ +55.5%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 5 $1M
2024 1 5 $2M

Nearby 401(k) Plans in New Jersey

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

Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001370166 · Participants: 5Holle Family Funeral Home, Inc. 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Optiform Imaging Systems 401(k) Profit Sharing Plan in IN ($1M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

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 Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan grew sharply - up 24.3% during 2023, from $1M to $1M. Reported net income was $268K.
How have Holle Family Funeral Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holle Family Funeral Home, Inc.'s sponsor-wide assets grew 55.1%, from $1M to $2M.
Which 401(k) plans are similar in size to Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Optiform Imaging Systems 401(k) Profit Sharing Plan in IN ($1M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Holle Family Funeral Home, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 205314502.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.