401(k) · DOL Form 5500 · 2023
Pvi Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $100M
- Total assets Near avg plan size
- 1,144
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $87,147
- Avg per participant Below avg balance/head
Official DOL plan name: Pvi Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by Pvi Holdings, Inc. · Texas · Management of Enterprises
$100M in assets, 1,144 participants
Pvi Holdings, Inc.'s Pvi Holdings, Inc. 401(k) Profit Sharing Plan reported $100M in total assets and 1,144 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #868 in Management of Enterprises (1,137 peers)
Where Pvi Holdings, Inc. 401(k) Profit Sharing Plan sits by assets
Pvi Holdings, Inc. 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $100M for 1,144 participants (~$87,147/participant), up 18.3% in 2023.
- #868
- in Management of Enterprises (1,137 peers)
- +18.3%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Pvi Holdings, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Pvi Holdings, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$99,696,346 Top 9% higher than 91% 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
Pvi Holdings, Inc. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pvi Holdings, Inc. 401(k) Profit Sharing Plan lands in the large band (1,144 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pvi Holdings, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Pvi Holdings, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $84M in the plan year 2022 filing to $100M in the plan year 2023 filing.
- Pvi Holdings, Inc. 401(k) Profit Sharing Plan reported participants rose from 1,110 in the plan year 2022 filing to 1,144 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 262137253 · Pvi Holdings, Inc. PY 2023 · 401(k)
Pvi Holdings, Inc. 401(k) Profit Sharing Plan · $100M · 1,144 · 91st
- PART $100M
- PART 1,144
- PART 91st
- PART 401(k)
- PART near J M Smith Corporation Profit Sharing and 401(k) Plan
- PART ind #868
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 Management of Enterprises retirement plans → · Plans in Texas →
Pvi Holdings, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | $15M |
| Employer EIN | 262137253 |
| Plan Effective Date | 2022-07-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pvi Holdings, Inc.)
Sponsor-wide plan assets over time
All Pvi Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 27.957805643852584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,110 | $84M |
| 2023 | 1 | 1,144 | $100M |
| 2024 | 1 | 1,099 | $108M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Pvi Holdings, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is J M Smith Corporation Profit Sharing and 401(k) Plan in SC ($100M); by covered participants it is Aspca 401(k) Retirement Plan in NY (1,144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($100M here).
- J M Smith Corporation Profit Sharing and 401(k) Plan (SC) $100M · 380
- 401(k) Plan for Salaried Employees of Stater Bros. (CA) $100M · 928
- The Allen & Company 401(k) Savings Plan (NY) $100M · 207
- Opeiu National Retirement Savings Plan (NY) $100M · 1,149
Similar participant headcount
Nearest other-state filings by covered participants (1,144 participants); asset peers above are excluded.
- Aspca 401(k) Retirement Plan (NY) 1,144 · 0 off
- Generations LLC 401(k) Profit Sharing Plan & Trust (OR) 1,144 · 0 off
- Ieee, Inc. Savings and Investment Plan (NJ) 1,144 · 0 off
- Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan (FL) 1,144 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.