401(k) · DOL Form 5500 · 2024
Holt of California 401(k) Plan
Data updated 2026-08-11
- $135M
- Total assets
- 884
- Participants
- 92nd
- Percentile by assets
- $152,670
- Avg per participant
Official DOL plan name: The Holt Retirement Plan · Sponsored by Holt of California · California · Wholesale Trade
$135M in assets, 884 participants
Holt of California's The Holt Retirement Plan reported $135M in total assets and 884 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #5,710 in Wholesale Trade (6,080 peers)
Where The Holt Retirement Plan sits by assets
The Holt Retirement Plan sits in the top 10% of all filed plans by assets, $135M for 884 participants (~$152,670/participant), up 9.2% in 2024.
- $135M
- total plan assets (2024 EOY)
- 884
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $152,670
- avg assets per participant
Where The Holt Retirement Plan sits by total assets
The Holt Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$134,960,555 Top 8% higher than 92% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Holt Retirement Plan reported net income fell from $21M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- The Holt Retirement Plan end-of-year assets rose from $124M in the plan year 2023 filing to $135M in the plan year 2024 filing.
- The Holt Retirement Plan reported participants rose from 851 in the plan year 2023 filing to 884 in the plan year 2024 filing.
The Holt Retirement Plan vs the 2024 asset distribution
By assets, The Holt Retirement Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $124M |
|---|---|
| Net Assets (End of Year) | $135M |
| Net Income | $11M |
| Employer EIN | 680421094 |
| Plan Effective Date | 1999-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holt of California)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 798 | $103M |
| 2023 | 1 | 851 | $124M |
| 2024 | 1 | 884 | $135M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Holt Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Holt Retirement Plan by total assets, not by location.
- Helzberg Diamonds Savings Plan (MO) $135M · 1,960
- Nikon Inc. Employees' Savings and Investment Plan (NY) $135M · 319
- Hawthorn Medical Associates, LLC Profit Sharing Plan (MA) $135M · 151
- Invacare Retirement Savings Plan (OH) $135M · 513
Frequently Asked Questions
How did The Holt Retirement Plan assets move in 2024? ▼
How have Holt of California plan assets changed over time? ▼
Where does The Holt Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Holt Retirement Plan? ▼
Next read for The Holt Retirement Plan
Scale reading
Ways to act on The Holt Retirement Plan's numbers.
- By total assets, The Holt Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Holt of California's sponsor-wide assets have grown 30.9% since 2022 across 3 plan years on file. More Wholesale Trade plans