401(k) · DOL Form 5500 · 2023

P Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
27
Participants Small participant base
65th
Percentile by assets National rank
$508,919
Avg per participant High balance/head
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Official DOL plan name: P Holdings, Inc. 401(k) Savings Plan · Sponsored by P Holdings, Inc. · Wisconsin · Professional & Technical Services

$14M in assets, 27 participants

P Holdings, Inc.'s P Holdings, Inc. 401(k) Savings Plan reported $14M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,135 in Professional & Technical Services (20,321 peers)

P Holdings, Inc. multi-year trail

P Holdings, Inc.'s plans moved -22.2% in assets from 2022 to 2024; this filing shows P Holdings, Inc. 401(k) Savings Plan at $14M / 27 participants.

#13,135
in Professional & Technical Services (20,321 peers)
+11.2%
assets growth YoY

P Holdings, Inc. 401(k) Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

P Holdings, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$13,740,817 Top 35% higher than 65% 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

P Holdings, Inc. 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. P Holdings, Inc. 401(k) Savings Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • P Holdings, Inc. 401(k) Savings Plan reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • P Holdings, Inc. 401(k) Savings Plan reported participants fell from 34 in the plan year 2022 filing to 27 in the plan year 2023 filing.
  • P Holdings, Inc. 401(k) Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391699131 · P Holdings, Inc. PY 2023 · 401(k)

P Holdings, Inc. 401(k) Savings Plan · $14M · 27 · 65th

  • SCH $14M
  • SCH 27
  • SCH 65th
  • SCH 401(k)
  • SCH near Port Imperial Ferry Corp. 401(k) Plan
  • SCH ind #13135

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 Wisconsin →

P Holdings, Inc. 401(k) Savings Plan in the asset neighbourhood

P Holdings, Inc. 401(k) Savings PlanP Holdings, Inc. 401(k) Savi…$14MPort Imperial Ferry Corp. 401(k) PlanPort Imperial Ferry Corp. 40…$14MUnited Mechanical, Inc. 401(k) Retirement PlanUnited Mechanical, Inc. 401(…$14MEasterseals of Southeastern Pennsylvania Defined Contribution & 401(k) PlanEasterseals of Southeastern …$14MThe Sterno Group Companies, LLC 401(k) Profit Sharing and TrustThe Sterno Group Companies, …$14M
End-of-year total assets ($M) among P Holdings, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

P Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All P Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 22.180653943676447% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $12.4M $9.62M ▼ -22.2%
Year Plans Participants Total Assets
2022 1 34 $12M
2023 1 27 $14M
2024 1 N/A $10M

P Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN391699131
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

P Holdings, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants P Holdings, Inc. 401(k) Savings Plan, Total assets ($B): 0.013740817 · Participants: 27P Holdings, Inc. 401(k) Savings 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
P Holdings, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare P Holdings, Inc. 401(k) Savings Plan side-by-side with 3 peers →

P Holdings, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Port Imperial Ferry Corp. 401(k) Plan in NJ ($14M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 P Holdings, Inc. 401(k) Savings Plan assets move in 2023? ▼
P Holdings, Inc. 401(k) Savings Plan grew at a solid clip - up 11.2% during 2023, from $12M to $14M. Reported net income was $1M.
How have P Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P Holdings, Inc.'s sponsor-wide assets declined 22.2%, from $12M to $10M.
Which 401(k) plans are similar in size to P Holdings, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Port Imperial Ferry Corp. 401(k) Plan in NJ ($14M, 184 participants).
Which 401(k) plans cover a similar participant headcount to P Holdings, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants, N/A 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 391699131.

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.