401(k) · DOL Form 5500 · 2024
Hollstadt & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $140,551
- Avg per participant Near avg balance/head
Official DOL plan name: Hollstadt Consulting Retirement Savings Plan · Sponsored by Hollstadt & Associates, Inc. · Minnesota · Professional & Technical Services
$14M in assets, 101 participants
Hollstadt & Associates, Inc.'s Hollstadt Consulting Retirement Savings Plan reported $14M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,570 in Professional & Technical Services (20,173 peers)
Coverage in Minnesota
Hollstadt Consulting Retirement Savings Plan covers 101 participants in Minnesota, about 9% of the average Minnesota filer (state average ~1,126 per filing). Assets: $14M.
- #12,570
- in Professional & Technical Services (20,173 peers)
- -2.4%
- assets change YoY
The plan reported a net loss of $343K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hollstadt Consulting Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers
Hollstadt Consulting Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,195,697 Top 37% higher than 63% 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
Hollstadt Consulting Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hollstadt Consulting Retirement Savings Plan sits mid-pack in the medium band (101 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hollstadt Consulting Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to -$343K in the plan year 2024 filing.
- Hollstadt Consulting Retirement Savings Plan reported participants fell from 105 in the plan year 2023 filing to 101 in the plan year 2024 filing.
- Hollstadt Consulting Retirement Savings Plan end-of-year assets fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 411673112 · Hollstadt & Associates, Inc. PY 2024 · 401(k)
Hollstadt Consulting Retirement Savings Plan · $14M · 101 · 63rd
- BOOK $14M
- VS-ST 101
- BOY 63rd
- SCH 401(k)
- EBSA near 403(b) Thrift Plan for Employees of Pancare of Florida, Inc.
- PART ind #12570
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 Professional & Technical Services retirement plans → · Plans in Minnesota →
Hollstadt Consulting Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$343K |
| Employer EIN | 411673112 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hollstadt & Associates, Inc.)
Sponsor-wide plan assets over time
All Hollstadt & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 16.70326943838189% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 113 | $12M |
| 2023 | 1 | 105 | $15M |
| 2024 | 1 | 101 | $14M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Hollstadt Consulting Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Pancare of Florida, Inc. in FL ($14M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Phh 401(k) Plan (TX) 101 · 0 off
- Sunshine Acres Retirement Plan (AZ) 101 · 0 off
- Earthcore Industries, LLC 401(k) Plan (FL) 101 · 0 off
- Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust (PA) 101 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.