401(k) · DOL Form 5500 · 2024

Sams Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
743
Participants Near avg headcount
39th
Percentile by assets National rank
$5,644
Avg per participant Low balance/head
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Official DOL plan name: Sams Holdings 401(k) Retirement Plan · Sponsored by Sams Holdings, LLC · North Carolina · Other Services

$4M in assets, 743 participants

Sams Holdings, LLC's Sams Holdings 401(k) Retirement Plan reported $4M in total assets and 743 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,769 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Sams Holdings 401(k) Retirement Plan ranks #4,769 of 7,719 2024 filers by assets (479% of the sector average)-$4M for 743 participants.

#4,769
in Other Services (7,719 peers)
+31.8%
assets growth YoY

Sams Holdings 401(k) Retirement Plan's mid-pack asset rank among Other Services and all filers

Sams Holdings 401(k) Retirement Plan vs every filed plan by assets

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

$4,193,834 39th percentile higher than 39% 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

Sams Holdings 401(k) 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. Sams Holdings 401(k) Retirement Plan sits mid-pack in the medium band (743 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Sams Holdings 401(k) Retirement Plan reported net income rose from $82K in the plan year 2022 filing to $1M in the plan year 2024 filing.
  • Sams Holdings 401(k) Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2024 filing.
  • Sams Holdings 401(k) Retirement Plan reported participants rose from 643 in the plan year 2022 filing to 743 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Form 5500 schedule snapshot

Filing strip 203672633 · Sams Holdings, LLC PY 2024 · 401(k)

Sams Holdings 401(k) Retirement Plan · $4M · 743 · 39th

  • EIN $4M
  • RANK 743
  • PHOTO 39th
  • IND 401(k)
  • EOY near Billings Plastic Surgery, P.C. Retirement Plan
  • 5500 ind #4769

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 North Carolina →

Sams Holdings 401(k) Retirement Plan in the asset neighbourhood

Sams Holdings 401(k) Retirement PlanSams Holdings 401(k) Retirem…$4MBillings Plastic Surgery, P.C. Retirement PlanBillings Plastic Surgery, P.…$4MSatec, Inc. 401(k) Plan$4MJewish Vocational Service, Inc. 403(b) PlanJewish Vocational Service, I…$4MGarick, LLC 401(k) Profit Sharing Plan and TrustGarick, LLC 401(k) Profit Sh…$4M
End-of-year total assets ($M) among Sams Holdings 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN203672633
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sams Holdings, LLC)

Sponsor-wide plan assets over time

All Sams Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 115.45567802640132% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 20222024 $1.95M $4.19M ▲ +114.9%
Year Plans Participants Total Assets
2022 1 643 $2M
2024 1 743 $4M

Nearby 401(k) Plans in North Carolina

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

Sams Holdings 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Sams Holdings 401(k) Retirement Plan, Total assets ($B): 0.004193834 · Participants: 743Sams Holdings 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Sams Holdings 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sams Holdings 401(k) Retirement Plan side-by-side with 3 peers →

Sams Holdings 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Billings Plastic Surgery, P.C. Retirement Plan in MT ($4M); by covered participants it is Southern Air, Inc. Cash or Deferred Profit Sharing Plan in VA (743 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (743 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 Sams Holdings 401(k) Retirement Plan assets move in 2024? ▼
Sams Holdings 401(k) Retirement Plan surged - up 31.8% during 2024, from $3M to $4M. Reported net income was $1M.
How have Sams Holdings, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Sams Holdings, LLC's sponsor-wide assets grew 115.5%, from $2M to $4M.
Which 401(k) plans are similar in size to Sams Holdings 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Billings Plastic Surgery, P.C. Retirement Plan in MT ($4M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Sams Holdings 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Air, Inc. Cash or Deferred Profit Sharing Plan in VA (743 participants, $70M 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 203672633.

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.