Defined Benefit (Pension) · DOL Form 5500 · 2023

Holly Hall Pension Plan

Data updated 2026-08-25

$507K
Total assets Small plan by assets
8
Participants Small participant base
18th
Percentile by assets National rank
$63,393
Avg per participant Low balance/head
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Official DOL plan name: Holly Hall Defined Benefit Retirement Plan · Sponsored by Holly Hall · Texas · Healthcare & Social Assistance

$507K in assets, 8 participants

Holly Hall's Holly Hall Defined Benefit Retirement Plan reported $507K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,352 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Holly Hall Defined Benefit Retirement Plan contracted severely 86.8% in 2023 ($4M → $507K) for 8 participants.

#2,352
in Healthcare & Social Assistance (17,684 peers)
-86.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Holly Hall Defined Benefit Retirement Plan among the smaller filed plans by assets

Holly Hall Defined Benefit Retirement Plan vs every filed plan by assets

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

$507,143 18th percentile higher than 18% 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

Holly Hall Defined Benefit Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holly Hall Defined Benefit Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holly Hall Defined Benefit Retirement Plan reported net income fell from -$123K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Holly Hall Defined Benefit Retirement Plan end-of-year assets fell from $4M in the plan year 2022 filing to $507K in the plan year 2023 filing.
  • Holly Hall Defined Benefit Retirement Plan reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 741157354 · Holly Hall PY 2023 · Defined Benefit (Pension)

Holly Hall Defined Benefit Retirement Plan · $507K · 8 · 18th

  • VS-ST $507K
  • BOY 8
  • SCH 18th
  • EBSA Defined Benefit (Pension)
  • PART near Ufcw Local 2013 Pension Plan
  • TYPE ind #2352

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 Texas →

Holly Hall Defined Benefit Retirement Plan in the asset neighbourhood

Holly Hall Defined Benefit Retirement PlanHolly Hall Defined Benefit R…$507KUfcw Local 2013 Pension Plan$507KSwiss Valley Farms, Co. Employees' Pension Plan and TrustSwiss Valley Farms, Co. Empl…$508KThe Davisboyz Collective Inc. Cash Balance PlanThe Davisboyz Collective Inc…$506KStamford Health System Retirement Income PlanStamford Health System Retir…$504K
End-of-year total assets ($M) among Holly Hall Defined Benefit Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Holly Hall years around the 2023 move

Sponsor-wide plan assets over time

All Holly Hall plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $3.84M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 9 $4M
2023 1 8 $507K
2024 1 N/A N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$507K
Net Income-$3M
Employer EIN741157354
Plan Effective Date1967-02-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Holly Hall Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Holly Hall Defined Benefit Retirement Plan, Total assets ($B): 0.000507143 · Participants: 8Holly Hall Defined Benefit Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Holly Hall Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Holly Hall Defined Benefit Retirement Plan side-by-side with 3 peers →

Holly Hall Defined Benefit Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Ufcw Local 2013 Pension Plan in NY ($507K); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Holly Hall Defined Benefit Retirement Plan assets move in 2023? ▼
Holly Hall Defined Benefit Retirement Plan contracted severely - down 86.8% during 2023, from $4M to $507K. Reported net income was -$3M.
Where does Holly Hall Defined Benefit Retirement Plan rank by assets among Form 5500 filers? ▼
Holly Hall Defined Benefit Retirement Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Holly Hall Defined Benefit Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ufcw Local 2013 Pension Plan in NY ($507K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Holly Hall Defined Benefit Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $992K 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 741157354.

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.