401(k) · DOL Form 5500 · 2024

Holbrook Life Management LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
674
Participants Below avg headcount
26th
Percentile by assets National rank
$2,114
Avg per participant Low balance/head
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Official DOL plan name: Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Holbrook Life Management LLC · Georgia · Professional & Technical Services

$1M in assets, 674 participants

Holbrook Life Management LLC's Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 674 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,327 in Professional & Technical Services (20,173 peers)

Holbrook Life Management LLC multi-year trail

Holbrook Life Management LLC's plans moved +49.5% in assets from 2022 to 2024; this filing shows Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust at $1M / 674 participants.

#4,327
in Professional & Technical Services (20,173 peers)
+17.7%
assets growth YoY

Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,424,719 26th percentile higher than 26% 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

Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust 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. Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (674 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $953K in the plan year 2022 filing to $1M in the plan year 2024 filing.
  • Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $193K in the plan year 2022 filing to $215K in the plan year 2024 filing.
  • Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 718 in the plan year 2022 filing to 674 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Published 5500 schedule card

Filing strip 300965050 · Holbrook Life Management LLC PY 2024 · 401(k)

Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust · $1M · 674 · 26th

  • RANK $1M
  • PHOTO 674
  • IND 26th
  • EOY 401(k)
  • 5500 near Swetland Anesthesia Associated, PC. 401 K Profit Sharing Plan & Trust
  • ASSETS ind #4327

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 Georgia →

Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Reliance Medical Transport Retirement PlanReliance Medical Transport R…$1MHolbrook Life Management LLC 401(k) Profit Sharing Plan & TrustHolbrook Life Management LLC…$1MSwetland Anesthesia Associated, PC. 401 K Profit Sharing Plan & TrustSwetland Anesthesia Associat…$1MEagle Medicine Associates 401(k) Profit Sharing Plan and TrustEagle Medicine Associates 40…$1MThe Law Office of Edward Fradkin 401(k)The Law Office of Edward Fra…$1M
End-of-year total assets ($M) among Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Holbrook Life Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Holbrook Life Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 49.545397291907214% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 20222024 $0.95M $1.42M ▲ +49.5%
Year Plans Participants Total Assets
2022 1 718 $953K
2024 1 674 $1M

Holbrook Life Management LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$215K
Employer EIN300965050
Plan Effective Date2014-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001424719 · Participants: 674Holbrook Life Management LLC 401(k) Profit Sharing Plan & TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Swetland Anesthesia Associated, PC. 401 K Profit Sharing Plan & Trust in OR ($1M); by covered participants it is Natus Medical Incorporated 401(k) Profit Sharing Plan in CA (674 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (674 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 Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 17.7% during 2024, from $1M to $1M. Reported net income was $215K.
How have Holbrook Life Management LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Holbrook Life Management LLC's sponsor-wide assets grew 49.5%, from $953K to $1M.
Which 401(k) plans are similar in size to Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Swetland Anesthesia Associated, PC. 401 K Profit Sharing Plan & Trust in OR ($1M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Holbrook Life Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Natus Medical Incorporated 401(k) Profit Sharing Plan in CA (674 participants, $124M 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 300965050.

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.