Profit Sharing · DOL Form 5500 · 2024

Holte Holding Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
8
Participants Small participant base
45th
Percentile by assets National rank
$722,415
Avg per participant High balance/head
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Official DOL plan name: Holte Holding Group, Inc. Profit Sharing Plan · Sponsored by Holte Holding Group, Inc. · Ohio · Professional & Technical Services

$6M in assets, 8 participants

Holte Holding Group, Inc.'s Holte Holding Group, Inc. Profit Sharing Plan reported $6M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,553 in Professional & Technical Services (20,173 peers)

Holte Holding Group, Inc. multi-year trail

Holte Holding Group, Inc.'s plans moved +956.6% in assets from 2022 to 2024; this filing shows Holte Holding Group, Inc. Profit Sharing Plan at $6M / 8 participants.

#8,553
in Professional & Technical Services (20,173 peers)
+327.1%
assets growth YoY

Holte Holding Group, Inc. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Holte Holding Group, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,779,322 45th percentile higher than 45% of 123,620 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 2024

Holte Holding Group, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holte Holding Group, Inc. Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holte Holding Group, Inc. Profit Sharing Plan reported net income rose from $806K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Holte Holding Group, Inc. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 264727067 · Holte Holding Group, Inc. PY 2024 · Profit Sharing

Holte Holding Group, Inc. Profit Sharing Plan · $6M · 8 · 45th

  • EIN $6M
  • RANK 8
  • PHOTO 45th
  • IND Profit Sharing
  • EOY near Charles E. Larson & Sons, Inc. Employees' Profit Sharing Plan
  • 5500 ind #8553

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 Ohio →

Holte Holding Group, Inc. Profit Sharing Plan in the asset neighbourhood

Milestone Senior Services 403(b) Retirement Savings PlanMilestone Senior Services 40…$6MHolte Holding Group, Inc. Profit Sharing PlanHolte Holding Group, Inc. Pr…$6MCharles E. Larson & Sons, Inc. Employees' Profit Sharing PlanCharles E. Larson & Sons, In…$6MRaleigh Cordova Medical Group PC Employees' RetireRaleigh Cordova Medical Grou…$6MButler Lighting Profit Sharing PlanButler Lighting Profit Shari…$6M
End-of-year total assets ($M) among Holte Holding Group, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Holte Holding Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Holte Holding Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 956.5971022441611% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $0.55M $5.78M ▲ +950.9%
Year Plans Participants Total Assets
2022 1 6 $547K
2023 1 8 $1M
2024 1 8 $6M

Holte Holding Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$6M
Net Income$4M
Employer EIN264727067
Plan Effective Date2008-03-06
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Holte Holding Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Holte Holding Group, Inc. Profit Sharing Plan, Total assets ($B): 0.005779322 · Participants: 8Holte Holding Group, Inc. Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Holte Holding Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Holte Holding Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Holte Holding Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Charles E. Larson & Sons, Inc. Employees' Profit Sharing Plan in IL ($6M); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Holte Holding Group, Inc. Profit Sharing Plan assets move in 2024? ▼
Holte Holding Group, Inc. Profit Sharing Plan surged - up 327.1% during 2024, from $1M to $6M. Reported net income was $4M.
How have Holte Holding Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holte Holding Group, Inc.'s sponsor-wide assets grew 956.6%, from $547K to $6M.
Which Profit Sharing plans are similar in size to Holte Holding Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Charles E. Larson & Sons, Inc. Employees' Profit Sharing Plan in IL ($6M, 56 participants).
Which Profit Sharing plans cover a similar participant headcount to Holte Holding Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 264727067.

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.