401(k) · DOL Form 5500 · 2024

Holton Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
97
Participants Small participant base
56th
Percentile by assets National rank
$106,768
Avg per participant Below avg balance/head
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Official DOL plan name: Holton Brothers, Inc. Retirement Savings Plan · Sponsored by Holton Brothers, Inc. · Wisconsin · Construction

$10M in assets, 97 participants

Holton Brothers, Inc.'s Holton Brothers, Inc. Retirement Savings Plan reported $10M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #4,947 in Construction (9,039 peers)

Holton Brothers, Inc. multi-year trail

Holton Brothers, Inc.'s plans moved +30.5% in assets from 2022 to 2024; this filing shows Holton Brothers, Inc. Retirement Savings Plan at $10M / 97 participants.

#4,947
in Construction (9,039 peers)
+14.1%
assets growth YoY

Holton Brothers, Inc. Retirement Savings Plan's mid-pack asset rank among Construction and all filers

Holton Brothers, Inc. Retirement Savings Plan vs every filed plan by assets

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

$10,356,538 Top 44% higher than 56% 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

Holton Brothers, Inc. Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holton Brothers, Inc. Retirement Savings Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holton Brothers, Inc. Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Holton Brothers, Inc. Retirement Savings Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Holton Brothers, Inc. Retirement Savings Plan reported participants fell from 105 in the plan year 2023 filing to 97 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391199866 · Holton Brothers, Inc. PY 2024 · 401(k)

Holton Brothers, Inc. Retirement Savings Plan · $10M · 97 · 56th

  • EBSA $10M
  • EBSA 97
  • EBSA 56th
  • EBSA 401(k)
  • EBSA near C & C Marine and Repair, L.L.C. 401(k) Savings Plan
  • EBSA ind #4947

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 Construction retirement plans → · Plans in Wisconsin →

Holton Brothers, Inc. Retirement Savings Plan in the asset neighbourhood

Holton Brothers, Inc. Retirement Savings PlanHolton Brothers, Inc. Retire…$10MC & C Marine and Repair, L.L.C. 401(k) Savings PlanC & C Marine and Repair, L.L…$10MScale Computing, Inc. 401(k) PlanScale Computing, Inc. 401(k)…$10MEnergy Management Professionals LLC 401(k) Profit Sharing PlanEnergy Management Profession…$10MAtlanta Postal Credit Union 401(k) Plan and TrustAtlanta Postal Credit Union …$10M
End-of-year total assets ($M) among Holton Brothers, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Holton Brothers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Holton Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 30.46241080146444% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.94M $10.4M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 106 $8M
2023 1 105 $9M
2024 1 97 $10M

Holton Brothers, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN391199866
Plan Effective Date1981-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Holton Brothers, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Holton Brothers, Inc. Retirement Savings Plan, Total assets ($B): 0.010356538 · Participants: 97Holton Brothers, Inc. Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Holton Brothers, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Holton Brothers, Inc. Retirement Savings Plan side-by-side with 3 peers →

Holton Brothers, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is C & C Marine and Repair, L.L.C. 401(k) Savings Plan in LA ($10M); by covered participants it is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Holton Brothers, Inc. Retirement Savings Plan assets move in 2024? ▼
Holton Brothers, Inc. Retirement Savings Plan grew at a solid clip - up 14.1% during 2024, from $9M to $10M. Reported net income was $1M.
How have Holton Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holton Brothers, Inc.'s sponsor-wide assets grew 30.5%, from $8M to $10M.
Which 401(k) plans are similar in size to Holton Brothers, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is C & C Marine and Repair, L.L.C. 401(k) Savings Plan in LA ($10M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Holton Brothers, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants, $4M 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 391199866.

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.