401(k) · DOL Form 5500 · 2023

Henderson Franklin Starnes & Holt, P.a. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size: 146
Participants Small participant base: 81st
Percentile by assets National rank: $236,870
Avg per participant Above avg balance/head

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Official DOL plan name: Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan · Sponsored by Henderson Franklin Starnes & Holt, P.a. · Florida · Professional & Technical Services

$35M in assets, 146 participants

Henderson Franklin Starnes & Holt, P.a.'s Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan reported $35M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

#16,627 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan covers 146 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $35M.

#16,627
in Professional & Technical Services (20,321 peers): +21.3%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan's outsized position by total assets

Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan vs every filed plan by assets

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

$34,582,950 Top 19% higher than 81% 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

Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing 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. Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan sits mid-pack in the medium band (146 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 591237100 · Henderson Franklin Starnes & Holt, P.a. PY 2023 · 401(k)

Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan · $35M · 146 · 81st

SCH $35M
SCH 146
SCH 81st
SCH 401(k)
SCH near Marquette University High School 401(k) Plan
SCH ind #16627

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 Florida →

End-of-year total assets ($M) among Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)	$29M
Net Assets (End of Year)	$35M
Net Income	$6M
Employer EIN	591237100
Plan Effective Date	1970-01-29
Filing Status	FILING RECEIVED

Sponsor Plan History (Henderson Franklin Starnes & Holt, P.a.)

Latest sponsor-wide plan assets: $41M 44.21566226171656% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	145	$29M
2023	1	146	$35M
2024	1	134	$41M

Nearby 401(k) Plans in Florida

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

Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan side-by-side with 3 peers →

Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Marquette University High School 401(k) Plan in WI ($35M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Marquette University High School 401(k) Plan (WI) $35M · 133
Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust (OH) $35M · 108
Builders Insurance Group, Inc. 401(k) Plan (GA) $35M · 158
Calabrio, Inc. Retirement Plan (MN) $35M · 423

Similar participant headcount

Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.

All City Management Services, Inc. 401(k) Plan (CA) 146 · 0 off
Jounce Therapeutics, Inc. 401(k) Plan (MA) 146 · 0 off
Golden Bank National Association 401(k) Retirement Savings Plan (TX) 146 · 0 off
Delta Automotive Services, Inc. 401(k) Profit Sharing Plan (NJ) 146 · 0 off

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 Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan assets move in 2023? ▼

Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan grew sharply - up 21.3% during 2023, from $29M to $35M. Reported net income was $6M.

How have Henderson Franklin Starnes & Holt, P.a. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Henderson Franklin Starnes & Holt, P.a.'s sponsor-wide assets grew 44.2%, from $29M to $41M.

Where does Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan ranks in the 81st 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 Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Marquette University High School 401(k) Plan in WI ($35M, 133 participants).

Which 401(k) plans cover a similar participant headcount to Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (146 participants, $1M 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 591237100.