401(k) · DOL Form 5500 · 2024
Holder & Sons Company 401(k) Plan
Data updated 2026-08-25
- $193K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $48,266
- Avg per participant Low balance/head
Official DOL plan name: Holder & Sons Company Retirement Plan · Sponsored by Holder & Sons Company · Georgia · Administrative & Support Services
$193K in assets, 4 participants
Holder & Sons Company's Holder & Sons Company Retirement Plan reported $193K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- #1,053 in Administrative & Support Services (4,368 peers)
What the 2024 filing shows
Holder & Sons Company Retirement Plan holds $193K for 4 participants - about $48,266 per participant, among the smaller plans by assets on file.
- #1,053
- in Administrative & Support Services (4,368 peers)
- -1.4%
- assets change YoY
The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Holder & Sons Company Retirement Plan among the smaller filed plans by assets
Holder & Sons Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$193,063 10th percentile higher than 10% 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
Holder & Sons Company Retirement 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. Holder & Sons Company Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Holder & Sons Company Retirement Plan reported net income rose from -$17K in the plan year 2023 filing to -$3K in the plan year 2024 filing.
- Holder & Sons Company Retirement Plan reported participants fell from 7 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Holder & Sons Company Retirement Plan end-of-year assets fell from $196K in the plan year 2023 filing to $193K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 834580122 · Holder & Sons Company PY 2024 · 401(k)
Holder & Sons Company Retirement Plan · $193K · 4 · 10th
- BOOK $193K
- VS-ST 4
- BOY 10th
- SCH 401(k)
- EBSA near Lebarons Corporation 401(k) Plan
- PART ind #1053
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 Administrative & Support Services retirement plans → · Plans in Georgia →
Holder & Sons Company Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $196K |
|---|---|
| Net Assets (End of Year) | $193K |
| Net Income | -$3K |
| Employer EIN | 834580122 |
| Plan Effective Date | 2019-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holder & Sons Company)
Sponsor-wide plan assets over time
All Holder & Sons Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $193K 9.203224350050792% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $213K |
| 2023 | 1 | 7 | $196K |
| 2024 | 2 | 8 | $193K |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Holder & Sons Company Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Lebarons Corporation 401(k) Plan in FL ($193K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($193K here).
- Lebarons Corporation 401(k) Plan (FL) $193K · 13
- Dragonfly Energy Corp 401(k) Profit Sharing Plan & Trust (NV) $193K · 152
- Collective Trade Corporation 401(k) Plan (CA) $193K · 2
- Seestone Retirement Plan (MI) $193K · 1
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.