401(k) · DOL Form 5500 · 2024
Historic Palm LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $29,218
- Avg per participant Low balance/head
Official DOL plan name: Historic Palm LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Historic Palm LLC · Arizona · Professional & Technical Services
$3M in assets, 95 participants
Historic Palm LLC's Historic Palm LLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,959 in Professional & Technical Services (20,173 peers)
Historic Palm LLC multi-year trail
Historic Palm LLC's plans moved +58.8% in assets from 2022 to 2024; this filing shows Historic Palm LLC 401(k) Profit Sharing Plan & Trust at $3M / 95 participants.
- #5,959
- in Professional & Technical Services (20,173 peers)
- +20.6%
- assets growth YoY
Historic Palm LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Historic Palm LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,775,742 33rd percentile higher than 33% 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
Historic Palm LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Historic Palm LLC 401(k) Profit Sharing Plan & Trust is a small filing (95 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Historic Palm LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Historic Palm LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $554K in the plan year 2023 filing to $474K in the plan year 2024 filing.
- Historic Palm LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 91 in the plan year 2023 filing to 95 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 830425861 · Historic Palm LLC PY 2024 · 401(k)
Historic Palm LLC 401(k) Profit Sharing Plan & Trust · $3M · 95 · 33rd
- 5500 $3M
- 5500 95
- 5500 33rd
- 5500 401(k)
- 5500 near Cf Kent 401(k) Plan
- 5500 ind #5959
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 Arizona →
Historic Palm LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Historic Palm LLC multi-year asset trail
Sponsor-wide plan assets over time
All Historic Palm LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 58.779231164807676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $2M |
| 2023 | 1 | 91 | $2M |
| 2024 | 1 | 95 | $3M |
Historic Palm LLC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $474K |
| Employer EIN | 830425861 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Historic Palm LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Cf Kent 401(k) Plan in CA ($3M); by covered participants it is Galatea Associates 401(k) Plan in MA (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.
- Galatea Associates 401(k) Plan (MA) 95 · 0 off
- Disys Solutions, Inc. 401(k) Plan (VA) 95 · 0 off
- Petaluma Market, Inc. 401(k) Profit Sharing Plan (CA) 95 · 0 off
- R.H. Long Motor Sales, Inc. 401(k) Plan (MA) 95 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.