401(k) · DOL Form 5500 · 2024

State Holding Company 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
154
Participants Small participant base
61st
Percentile by assets National rank
$81,699
Avg per participant Below avg balance/head
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Official DOL plan name: State Holding Company 401(k) Plan · Sponsored by State Holding Company · Arkansas · Finance & Insurance

$13M in assets, 154 participants

State Holding Company's State Holding Company 401(k) Plan reported $13M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,817 in Finance & Insurance (8,549 peers)

Coverage in Arkansas

State Holding Company 401(k) Plan covers 154 participants in Arkansas, about 6% of the average Arkansas filer (state average ~2,784 per filing). Assets: $13M.

#3,817
in Finance & Insurance (8,549 peers)
+6.6%
assets growth YoY

State Holding Company 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

State Holding Company 401(k) Plan vs every filed plan by assets

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

$12,581,648 Top 39% higher than 61% 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

State Holding Company 401(k) 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. State Holding Company 401(k) Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • State Holding Company 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $778K in the plan year 2024 filing.
  • State Holding Company 401(k) Plan reported participants fell from 177 in the plan year 2023 filing to 154 in the plan year 2024 filing.
  • State Holding Company 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 710595088 · State Holding Company PY 2024 · 401(k)

State Holding Company 401(k) Plan · $13M · 154 · 61st

  • BOY $13M
  • SCH 154
  • EBSA 61st
  • PART 401(k)
  • TYPE near 3 Play Media 401(k) Plan
  • NET ind #3817

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 Finance & Insurance retirement plans → · Plans in Arkansas →

State Holding Company 401(k) Plan in the asset neighbourhood

State Holding Company 401(k) PlanState Holding Company 401(k)…$13M3 Play Media 401(k) Plan$13MAmerican College of Education 401(k) PlanAmerican College of Educatio…$13MUmi Company, Inc. Profit Sharing 401(k) PlanUmi Company, Inc. Profit Sha…$13MVarischetti 401(k) Retirement PlanVarischetti 401(k) Retiremen…$13M
End-of-year total assets ($M) among State Holding Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arkansas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$778K
Employer EIN710595088
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (State Holding Company)

Sponsor-wide plan assets over time

All State Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$13M 23.402638018511308% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $10.2M $12.6M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 203 $10M
2023 1 177 $12M
2024 1 154 $13M

Nearby 401(k) Plans in Arkansas

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

State Holding Company 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -200204060 Total assets ($B) Participants State Holding Company 401(k) Plan, Total assets ($B): 0.012581648 · Participants: 154State Holding Company 401(k) PlanWalmart 401(k) Plan, Total assets ($B): 50.790179678 · Participants: 1635899Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.735357745 · Participants: 118403Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 3.00399706 · Participants: 30070Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.407976159 · Participants: 35023J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.291584763 · Participants: 9409Windstream 401(k) Plan
State Holding Company 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants

State Holding Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is 3 Play Media 401(k) Plan in MA ($13M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (154 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 State Holding Company 401(k) Plan assets move in 2024?
State Holding Company 401(k) Plan grew at a solid clip - up 6.6% during 2024, from $12M to $13M. Reported net income was $778K.
How have State Holding Company plan assets changed over time?
Across 3 plan years on file (2022-2024), State Holding Company's sponsor-wide assets grew 23.4%, from $10M to $13M.
Which 401(k) plans are similar in size to State Holding Company 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is 3 Play Media 401(k) Plan in MA ($13M, 178 participants).
Which 401(k) plans cover a similar participant headcount to State Holding Company 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants, $36M in assets).