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
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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

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

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.

See the national 2023→2024 release diff →

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

626 Holdings Retirement Plan$6MNlc, Inc. Employee Retirement Savings PlanNlc, Inc. Employee Retiremen…$6MTylok 401(k) Plan$6MAllegiance Chemicals LLC 401(k) Profit Sharing Plan & TrustAllegiance Chemicals LLC 401…$6MClark Company 401(k) Profit Sharing PlanClark Company 401(k) Profit …$6M
End-of-year total assets ($M) among 626 Holdings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$913K
Employer EIN852461577
Plan Effective Date2021-01-01
Filing StatusFILING 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
$2M$4M$6M$8M 202220232024 $2.96M $6.32M ▲ +113.5%
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.

626 Holdings Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants 626 Holdings Retirement Plan, Total assets ($B): 0.006317384 · Participants: 296626 Holdings Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
626 Holdings Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

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.

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.

Frequently Asked Questions

How did 626 Holdings Retirement Plan assets move in 2024?
626 Holdings Retirement Plan grew sharply - up 16.9% during 2024, from $5M to $6M. Reported net income was $913K.
How have 626 Holdings Equity LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), 626 Holdings Equity LLC's sponsor-wide assets grew 113.3%, from $3M to $6M.
Which 401(k) plans are similar in size to 626 Holdings Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Nlc, Inc. Employee Retirement Savings Plan in MO ($6M, 58 participants).
Which 401(k) plans cover a similar participant headcount to 626 Holdings Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Bonhams & Butterfields 401(k) Plan in NY (296 participants, $35M in assets).