401(k) · DOL Form 5500 · 2023

Holtec Manufacturing Division, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
153
Participants Small participant base
64th
Percentile by assets National rank
$84,107
Avg per participant Below avg balance/head
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Official DOL plan name: Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan · Sponsored by Holtec Manufacturing Division, Inc. · Pennsylvania · Manufacturing

$13M in assets, 153 participants

Holtec Manufacturing Division, Inc.'s Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan reported $13M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,660 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan covers 153 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.

#9,660
in Manufacturing (18,722 peers)
+9.5%
assets growth YoY

Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan vs every filed plan by assets

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

$12,868,316 Top 36% higher than 64% 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

Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251475839 · Holtec Manufacturing Division, Inc. PY 2023 · 401(k)

Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan · $13M · 153 · 64th

  • EIN $13M
  • EIN 153
  • EIN 64th
  • EIN 401(k)
  • EIN near Pantropic Power Inc.Savings & Profit Sharing Plan
  • EIN ind #9660

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan in the asset neighbourhood

Holtec Manufacturing Division, Inc. Union Employee 401(k) PlanHoltec Manufacturing Divisio…$13MPantropic Power Inc.Savings & Profit Sharing PlanPantropic Power Inc.Savings …$13MWatauga Pathology Associates, P.C. 401(k) Profit Sharing PlanWatauga Pathology Associates…$13MThomas E. Keller Trucking, Inc. 401(k) Retirement Savings PlanThomas E. Keller Trucking, I…$13MOptions for Learning 403(b) PlanOptions for Learning 403(b) …$13M
End-of-year total assets ($M) among Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN251475839
Plan Effective Date1991-04-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Holtec Manufacturing Division, Inc.)

Sponsor-wide plan assets over time

All Holtec Manufacturing Division, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 26.19106116811033% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $11.8M $14.8M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 154 $12M
2023 1 153 $13M
2024 1 153 $15M

Nearby 401(k) Plans in Pennsylvania

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

Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan, Total assets ($B): 0.012868316 · Participants: 153Holtec Manufacturing Division, Inc. Union Employee 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Pantropic Power Inc.Savings & Profit Sharing Plan in FL ($13M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan assets move in 2023?
Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan grew at a solid clip - up 9.5% during 2023, from $12M to $13M. Reported net income was $1M.
How have Holtec Manufacturing Division, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Holtec Manufacturing Division, Inc.'s sponsor-wide assets grew 26.2%, from $12M to $15M.
Which 401(k) plans are similar in size to Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Pantropic Power Inc.Savings & Profit Sharing Plan in FL ($13M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Holtec Manufacturing Division, Inc. Union Employee 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants, N/A in assets).