401(k) · DOL Form 5500 · 2023
Holt International Childrens Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 135
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $60,637
- Avg per participant Low balance/head
Official DOL plan name: Holt International 401(k) Plan · Sponsored by Holt International Childrens Services, Inc. · Oregon · Other Services
$8M in assets, 135 participants
Holt International Childrens Services, Inc.'s Holt International 401(k) Plan reported $8M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #5,763 in Other Services (7,857 peers)
Coverage in Oregon
Holt International 401(k) Plan covers 135 participants in Oregon, about 30% of the average Oregon filer (state average ~443 per filing). Assets: $8M.
- #5,763
- in Other Services (7,857 peers)
- +4.1%
- assets growth YoY
Holt International 401(k) Plan's mid-pack asset rank among Other Services and all filers
Holt International 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,185,946 Top 46% higher than 54% 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
Holt International 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. Holt International 401(k) Plan sits mid-pack in the medium band (135 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Holt International 401(k) Plan reported net income fell from $2M in the plan year 2022 filing to $319K in the plan year 2023 filing.
- Holt International 401(k) Plan reported participants fell from 150 in the plan year 2022 filing to 135 in the plan year 2023 filing.
- Holt International 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 237257390 · Holt International Childrens Services, Inc. PY 2023 · 401(k)
Holt International 401(k) Plan · $8M · 135 · 54th
- TYPE $8M
- TYPE 135
- TYPE 54th
- TYPE 401(k)
- TYPE near The Old Globe 401(k) Plan
- TYPE ind #5763
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 Oregon →
Holt International 401(k) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $319K |
| Employer EIN | 237257390 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holt International Childrens Services, Inc.)
Sponsor-wide plan assets over time
All Holt International Childrens Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 0.8604096712916103% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $8M |
| 2023 | 1 | 135 | $8M |
| 2024 | 1 | 122 | $8M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Holt International 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is The Old Globe 401(k) Plan in CA ($8M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- The Old Globe 401(k) Plan (CA) $8M · 86
- Sashco, Inc. 401(k) Plan (CO) $8M · 144
- Brochsteins Inc. 401(k) Profit Sharing Plan & Trust (TX) $8M · 62
- C & K Industrial Services, Inc. 401(k) Plan (OH) $8M · 195
Similar participant headcount
Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.
- Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan (NJ) 135 · 0 off
- Auralcare Hearing Centers of America (UT) 135 · 0 off
- Savings Plan for Employees of South Banking Company (GA) 135 · 0 off
- Livingston Enterprises, Inc. 401(k) Plan (NE) 135 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.