401(k) · DOL Form 5500 · 2024
Holt of California 401(k) Plan
Data updated 2026-08-25
- $135M
- Total assets Near avg plan size
- 884
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $152,670
- Avg per participant Above avg balance/head
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.
- #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.
- #5,710
- in Wholesale Trade (6,080 peers)
- +9.2%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
The Holt Retirement Plan's outsized position 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
The Holt Retirement 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. The Holt Retirement Plan sits mid-pack in the medium band (884 participants).
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.
Published 5500 schedule card
Filing strip 680421094 · Holt of California PY 2024 · 401(k)
The Holt Retirement Plan · $135M · 884 · 92nd
- PART $135M
- TYPE 884
- NET 92nd
- BOOK 401(k)
- VS-ST near Helzberg Diamonds Savings Plan
- BOY ind #5710
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 Wholesale Trade retirement plans → · Plans in California →
The Holt Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Holt of California plans reported in each filing year
- Latest sponsor-wide plan assets
- $135M 30.913307267439617% vs 2022
- 2024 filing year
| 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.
- 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
The Holt Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Helzberg Diamonds Savings Plan in MO ($135M); by covered participants it is Edge Fitness, LLC 401(k) Plan in CT (884 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($135M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (884 participants); asset peers above are excluded.
- Edge Fitness, LLC 401(k) Plan (CT) 884 · 0 off
- Louis Padnos Iron & Metal Company Savings and Retirement Plan (MI) 884 · 0 off
- Radio Systems Corporation Retirement Savings Plan (TN) 884 · 0 off
- Sunrise Coal, LLC 401(k) Profit Sharing Plan (IN) 884 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.