401(k) · DOL Form 5500 · 2024
Heidi S Holland Do LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $821,846
- Avg per participant High balance/head
Official DOL plan name: Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Heidi S Holland Do LLC · Arizona · Healthcare & Social Assistance
$2M in assets, 3 participants
Heidi S Holland Do LLC's Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,204 in Healthcare & Social Assistance (16,916 peers)
Heidi S Holland Do LLC multi-year trail
Heidi S Holland Do LLC's plans moved +51.5% in assets from 2022 to 2024; this filing shows Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust at $2M / 3 participants.
- #5,204
- in Healthcare & Social Assistance (16,916 peers)
- +23.9%
- assets growth YoY
Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,465,537 32nd percentile higher than 32% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $363K in the plan year 2023 filing to $475K in the plan year 2024 filing.
- Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 161735813 · Heidi S Holland Do LLC PY 2024 · 401(k)
Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust · $2M · 3 · 32nd
- TYPE $2M
- TYPE 3
- TYPE 32nd
- TYPE 401(k)
- TYPE near Commonwealth Rubber Supply Inc. Retirement Plan
- TYPE ind #5204
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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →
Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Heidi S Holland Do LLC multi-year asset trail
Sponsor-wide plan assets over time
All Heidi S Holland Do LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 51.46483433110435% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 3 | $2M |
Heidi S Holland Do LLC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $475K |
| Employer EIN | 161735813 |
| Plan Effective Date | 2007-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Commonwealth Rubber Supply Inc. Retirement Plan in PA ($2M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.