401(k) · DOL Form 5500 · 2024
626 Holdings Equity LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 296
- Participants Below avg headcount
- 46th
- Percentile by assets National rank
- $21,343
- Avg per participant Low balance/head
Official DOL plan name: 626 Holdings Retirement Plan · Sponsored by 626 Holdings Equity LLC · Florida · Other Services
$6M in assets, 296 participants
626 Holdings Equity LLC's 626 Holdings Retirement Plan reported $6M in total assets and 296 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #5,203 in Other Services (7,719 peers)
Coverage in Florida
626 Holdings Retirement Plan covers 296 participants in Florida, about 47% of the average Florida filer (state average ~628 per filing). Assets: $6M.
- #5,203
- in Other Services (7,719 peers)
- +16.9%
- assets growth YoY
626 Holdings Retirement Plan's mid-pack asset rank among Other Services and all filers
626 Holdings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,317,384 46th percentile higher than 46% 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
626 Holdings 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. 626 Holdings Retirement Plan sits mid-pack in the medium band (296 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 626 Holdings Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $913K in the plan year 2024 filing.
- 626 Holdings Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- 626 Holdings Retirement Plan reported participants rose from 291 in the plan year 2023 filing to 296 in the plan year 2024 filing.
DOL schedule card
Filing strip 852461577 · 626 Holdings Equity LLC PY 2024 · 401(k)
626 Holdings Retirement Plan · $6M · 296 · 46th
- IND $6M
- IND 296
- IND 46th
- IND 401(k)
- IND near Nlc, Inc. Employee Retirement Savings Plan
- IND ind #5203
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 Other Services retirement plans → · Plans in Florida →
626 Holdings Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $913K |
| Employer EIN | 852461577 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (626 Holdings Equity LLC)
Sponsor-wide plan assets over time
All 626 Holdings Equity LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 113.2771380940388% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 237 | $3M |
| 2023 | 1 | 291 | $5M |
| 2024 | 1 | 296 | $6M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
626 Holdings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Nlc, Inc. Employee Retirement Savings Plan in MO ($6M); by covered participants it is Bonhams & Butterfields 401(k) Plan in NY (296 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (296 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.