401(k) · DOL Form 5500 · 2024

National Holistic Institute, Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
593
Participants Below avg headcount
42nd
Percentile by assets National rank
$8,693
Avg per participant Low balance/head
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Official DOL plan name: National Holistic Institute, Inc 401(k) Plan · Sponsored by National Holistic Institute, Inc · California · Educational Services

$5M in assets, 593 participants

National Holistic Institute, Inc's National Holistic Institute, Inc 401(k) Plan reported $5M in total assets and 593 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,000 in Educational Services (3,638 peers)

National Holistic Institute, Inc multi-year trail

National Holistic Institute, Inc's plans moved +78.2% in assets from 2022 to 2024; this filing shows National Holistic Institute, Inc 401(k) Plan at $5M / 593 participants.

#1,000
in Educational Services (3,638 peers)
+2.4%
assets growth YoY

National Holistic Institute, Inc 401(k) Plan's mid-pack asset rank among Educational Services and all filers

National Holistic Institute, Inc 401(k) Plan vs every filed plan by assets

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

$5,154,708 42nd percentile higher than 42% 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

National Holistic Institute, Inc 401(k) 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. National Holistic Institute, Inc 401(k) Plan sits mid-pack in the medium band (593 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • National Holistic Institute, Inc 401(k) Plan reported participants rose from 174 in the plan year 2022 filing to 593 in the plan year 2024 filing.
  • National Holistic Institute, Inc 401(k) Plan reported net income rose from -$379K in the plan year 2022 filing to $120K in the plan year 2024 filing.
  • National Holistic Institute, Inc 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2024 filing.

See the national 2022→2024 release diff →

DOL schedule card

Filing strip 943013724 · National Holistic Institute, Inc PY 2024 · 401(k)

National Holistic Institute, Inc 401(k) Plan · $5M · 593 · 42nd

  • TYPE $5M
  • TYPE 593
  • TYPE 42nd
  • TYPE 401(k)
  • TYPE near Imtas 401(k) Plan
  • TYPE ind #1000

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 Educational Services retirement plans → · Plans in California →

National Holistic Institute, Inc 401(k) Plan in the asset neighbourhood

H.R. Benjamin, Inc. 401(k) PlanH.R. Benjamin, Inc. 401(k) P…$5MNational Holistic Institute, Inc 401(k) PlanNational Holistic Institute,…$5MImtas 401(k) Plan$5MO.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing PlanO.C. Schulz & Sons, Inc. Saf…$5MMaxxus 401(k) Plan$5M
End-of-year total assets ($M) among National Holistic Institute, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

National Holistic Institute, Inc multi-year asset trail

Sponsor-wide plan assets over time

All National Holistic Institute, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 78.19752381028488% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $3M $5.35M ▲ +78.3%
Year Plans Participants Total Assets
2022 2 320 $3M
2023 1 117 $228K
2024 2 719 $5M

National Holistic Institute, Inc filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$120K
Employer EIN943013724
Plan Effective Date1992-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

National Holistic Institute, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants National Holistic Institute, Inc 401(k) Plan, Total assets ($B): 0.005154708 · Participants: 593National Holistic Institute, Inc 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
National Holistic Institute, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare National Holistic Institute, Inc 401(k) Plan side-by-side with 3 peers →

National Holistic Institute, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Imtas 401(k) Plan in VA ($5M); by covered participants it is Paramont Mfg LLC Retirement Plan in VA (593 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (593 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 National Holistic Institute, Inc 401(k) Plan assets move in 2024? ▼
National Holistic Institute, Inc 401(k) Plan edged up modestly - up 2.4% during 2024, from $5M to $5M. Reported net income was $120K.
How have National Holistic Institute, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Holistic Institute, Inc's sponsor-wide assets grew 78.2%, from $3M to $5M.
Which 401(k) plans are similar in size to National Holistic Institute, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Imtas 401(k) Plan in VA ($5M, 104 participants).
Which 401(k) plans cover a similar participant headcount to National Holistic Institute, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paramont Mfg LLC Retirement Plan in VA (593 participants, $11M 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 943013724.

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.