401(k) · DOL Form 5500 · 2023

Holtec International 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
1,132
Participants Near avg headcount
92nd
Percentile by assets National rank
$93,742
Avg per participant Below avg balance/head
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Official DOL plan name: Holtec International Profit Sharing Plan and Trust · Sponsored by Holtec International · New Jersey · Professional & Technical Services

$106M in assets, 1,132 participants

Holtec International's Holtec International Profit Sharing Plan and Trust reported $106M in total assets and 1,132 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,855 in Professional & Technical Services (20,321 peers)

Where Holtec International Profit Sharing Plan and Trust sits by assets

Holtec International Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $106M for 1,132 participants (~$93,742/participant), up 37.9% in 2023.

#18,855
in Professional & Technical Services (20,321 peers)
+37.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Holtec International Profit Sharing Plan and Trust's outsized position by total assets

Holtec International Profit Sharing Plan and Trust vs every filed plan by assets

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

$106,116,118 Top 8% higher than 92% 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 International Profit Sharing Plan and Trust'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. Holtec International Profit Sharing Plan and Trust lands in the large band (1,132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holtec International Profit Sharing Plan and Trust reported net income rose from $5M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Holtec International Profit Sharing Plan and Trust end-of-year assets rose from $77M in the plan year 2022 filing to $106M in the plan year 2023 filing.
  • Holtec International Profit Sharing Plan and Trust reported participants rose from 865 in the plan year 2022 filing to 1,132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 204598433 · Holtec International PY 2023 · 401(k)

Holtec International Profit Sharing Plan and Trust · $106M · 1,132 · 92nd

  • EIN $106M
  • RANK 1,132
  • PHOTO 92nd
  • IND 401(k)
  • EOY near Great Lakes Cheese Co., Inc. 401(k) Plan and Trust
  • 5500 ind #18855

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Holtec International Profit Sharing Plan and Trust in the asset neighbourhood

Mag Ds Corp. 401(k) Plan$106MHoltec International Profit Sharing Plan and TrustHoltec International Profit …$106MGreat Lakes Cheese Co., Inc. 401(k) Plan and TrustGreat Lakes Cheese Co., Inc.…$106MAffinius Capital 401(k) Plan$106M401(k) Profit Sharing Plan for Employees of Mcbride Orthopedic Hospital401(k) Profit Sharing Plan f…$106M
End-of-year total assets ($M) among Holtec International Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$106M
Net Income$29M
Employer EIN204598433
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holtec International)

Sponsor-wide plan assets over time

All Holtec International plans reported in each filing year

Latest sponsor-wide plan assets
$137M 77.53537447158988% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $77M $137M ▲ +77.5%
Year Plans Participants Total Assets
2022 1 865 $77M
2023 1 1,132 $106M
2024 1 1,104 $137M

Nearby 401(k) Plans in New Jersey

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

Holtec International Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Holtec International Profit Sharing Plan and Trust, Total assets ($B): 0.106116118 · Participants: 1132Holtec International Profit Sharing Plan and TrustJPMorgan 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
Holtec International Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Holtec International Profit Sharing Plan and Trust side-by-side with 3 peers →

Holtec International Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Great Lakes Cheese Co., Inc. 401(k) Plan and Trust in OH ($106M); by covered participants it is Checkr Inc. 401(k) Plan in CA (1,132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($106M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,132 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 International Profit Sharing Plan and Trust assets move in 2023? ▼
Holtec International Profit Sharing Plan and Trust surged - up 37.9% during 2023, from $77M to $106M. Reported net income was $29M.
How have Holtec International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holtec International's sponsor-wide assets grew 77.5%, from $77M to $137M.
Where does Holtec International Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Holtec International Profit Sharing Plan and Trust ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Holtec International Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Great Lakes Cheese Co., Inc. 401(k) Plan and Trust in OH ($106M, 4,125 participants).
Which 401(k) plans cover a similar participant headcount to Holtec International Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Checkr Inc. 401(k) Plan in CA (1,132 participants, $61M 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 204598433.

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.