401(k) · DOL Form 5500 · 2024

Hollis, Wright & Clay, P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
14
Participants Small participant base
34th
Percentile by assets National rank
$206,868
Avg per participant Above avg balance/head
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Official DOL plan name: Hollis Wright 401(k) Profit Sharing Plan · Sponsored by Hollis, Wright & Clay, P.C. · Alabama · Professional & Technical Services

$3M in assets, 14 participants

Hollis, Wright & Clay, P.C.'s Hollis Wright 401(k) Profit Sharing Plan reported $3M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,060 in Professional & Technical Services (20,173 peers)

Hollis, Wright & Clay, P.C. multi-year trail

Hollis, Wright & Clay, P.C.'s plans moved +61.0% in assets from 2022 to 2024; this filing shows Hollis Wright 401(k) Profit Sharing Plan at $3M / 14 participants.

#6,060
in Professional & Technical Services (20,173 peers)
+25.5%
assets growth YoY

Hollis Wright 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hollis Wright 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,896,155 34th percentile higher than 34% 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

Hollis Wright 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hollis Wright 401(k) Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hollis Wright 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Hollis Wright 401(k) Profit Sharing Plan reported net income rose from $510K in the plan year 2023 filing to $588K in the plan year 2024 filing.
  • Hollis Wright 401(k) Profit Sharing Plan reported participants fell from 15 in the plan year 2023 filing to 14 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 020538095 · Hollis, Wright & Clay, P.C. PY 2024 · 401(k)

Hollis Wright 401(k) Profit Sharing Plan · $3M · 14 · 34th

  • BOY $3M
  • SCH 14
  • EBSA 34th
  • PART 401(k)
  • TYPE near Gcg Associates, Inc. 401(k) Profit Sharing Plan
  • NET ind #6060

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 Alabama →

Hollis Wright 401(k) Profit Sharing Plan in the asset neighbourhood

Hollis Wright 401(k) Profit Sharing PlanHollis Wright 401(k) Profit …$3MGcg Associates, Inc. 401(k) Profit Sharing PlanGcg Associates, Inc. 401(k) …$3MTrust Management Network, LLC 401(k) PlanTrust Management Network, LL…$3MTucker Law Group LLC 401(k) Profit Sharing Plan TrustTucker Law Group LLC 401(k) …$3MSpencer Corporation 401(k) PlanSpencer Corporation 401(k) P…$3M
End-of-year total assets ($M) among Hollis Wright 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hollis, Wright & Clay, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Hollis, Wright & Clay, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 61.04503514608661% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.8M $2.9M ▲ +61.1%
Year Plans Participants Total Assets
2022 1 16 $2M
2023 1 15 $2M
2024 1 14 $3M

Hollis, Wright & Clay, P.C. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$588K
Employer EIN020538095
Plan Effective Date2003-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hollis Wright 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Hollis Wright 401(k) Profit Sharing Plan, Total assets ($B): 0.002896155 · Participants: 14Hollis Wright 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Hollis Wright 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Hollis Wright 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hollis Wright 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Gcg Associates, Inc. 401(k) Profit Sharing Plan in MA ($3M); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Hollis Wright 401(k) Profit Sharing Plan assets move in 2024? ▼
Hollis Wright 401(k) Profit Sharing Plan grew sharply - up 25.5% during 2024, from $2M to $3M. Reported net income was $588K.
How have Hollis, Wright & Clay, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hollis, Wright & Clay, P.C.'s sponsor-wide assets grew 61.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Hollis Wright 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gcg Associates, Inc. 401(k) Profit Sharing Plan in MA ($3M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Hollis Wright 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 020538095.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.