401(k) · DOL Form 5500 · 2023

Holiday Wholesale, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
580
Participants Below avg headcount
76th
Percentile by assets National rank
$41,590
Avg per participant Low balance/head
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Official DOL plan name: Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan · Sponsored by Holiday Wholesale, Inc. · Wisconsin · Wholesale Trade

$24M in assets, 580 participants

Holiday Wholesale, Inc.'s Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan reported $24M in total assets and 580 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,668 in Wholesale Trade (6,309 peers)

Where Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan sits by assets

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 580 participants (~$41,590/participant), up 12.1% in 2023.

#4,668
in Wholesale Trade (6,309 peers)
+12.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$24,121,950 Top 24% higher than 76% 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

Holiday Wholesale, Inc. Profit Sharing & 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. Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (580 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan reported participants rose from 545 in the plan year 2022 filing to 580 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391029235 · Holiday Wholesale, Inc. PY 2023 · 401(k)

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan · $24M · 580 · 76th

  • BOOK $24M
  • BOOK 580
  • BOOK 76th
  • BOOK 401(k)
  • BOOK near Chas Roberts Air Conditioning, Inc. 401(k) Plan
  • BOOK ind #4668

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 Wisconsin →

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

Holiday Wholesale, Inc. Profit Sharing & 401(k) PlanHoliday Wholesale, Inc. Prof…$24MChas Roberts Air Conditioning, Inc. 401(k) PlanChas Roberts Air Conditionin…$24MIms Companies, LLC Retirement Savings PlanIms Companies, LLC Retiremen…$24MRockford Toolcraft, Inc. Retirement PlanRockford Toolcraft, Inc. Ret…$24MPower Resources, Inc. 401(k) PlanPower Resources, Inc. 401(k)…$24M
End-of-year total assets ($M) among Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN391029235
Plan Effective Date1972-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holiday Wholesale, Inc.)

Sponsor-wide plan assets over time

All Holiday Wholesale, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 19.63623741607931% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.5M $25.7M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 545 $22M
2023 1 580 $24M
2024 1 652 $26M

Nearby 401(k) Plans in Wisconsin

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

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.02412195 · Participants: 580Holiday Wholesale, Inc. Profit Sharing & 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Chas Roberts Air Conditioning, Inc. 401(k) Plan in AZ ($24M); by covered participants it is Iem 401(k) Plan in CA (580 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (580 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 Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan assets move in 2023? ▼
Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan grew at a solid clip - up 12.1% during 2023, from $22M to $24M. Reported net income was $3M.
How have Holiday Wholesale, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holiday Wholesale, Inc.'s sponsor-wide assets grew 19.6%, from $22M to $26M.
Where does Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chas Roberts Air Conditioning, Inc. 401(k) Plan in AZ ($24M, 633 participants).
Which 401(k) plans cover a similar participant headcount to Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iem 401(k) Plan in CA (580 participants, $34M 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 391029235.

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.