401(k) · DOL Form 5500 · 2024

Palmer Holland, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
222
Participants Below avg headcount
80th
Percentile by assets National rank
$161,756
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Palmer Holland, Inc. Profit Sharing Plan & Trust · Sponsored by Palmer Holland, Inc. · Ohio · Wholesale Trade

$36M in assets, 222 participants

Palmer Holland, Inc.'s Palmer Holland, Inc. Profit Sharing Plan & Trust reported $36M in total assets and 222 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,837 in Wholesale Trade (6,080 peers)

Coverage in Ohio

Palmer Holland, Inc. Profit Sharing Plan & Trust covers 222 participants in Ohio, about 29% of the average Ohio filer (state average ~765 per filing). Assets: $36M.

#4,837
in Wholesale Trade (6,080 peers)
+18.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Palmer Holland, Inc. Profit Sharing Plan & Trust's outsized position by total assets

Palmer Holland, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$35,909,821 Top 20% higher than 80% 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

Palmer Holland, Inc. 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. Palmer Holland, Inc. Profit Sharing Plan & Trust sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Palmer Holland, Inc. Profit Sharing Plan & Trust reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Palmer Holland, Inc. Profit Sharing Plan & Trust reported participants rose from 185 in the plan year 2023 filing to 222 in the plan year 2024 filing.
  • Palmer Holland, Inc. Profit Sharing Plan & Trust end-of-year assets rose from $30M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 340764574 · Palmer Holland, Inc. PY 2024 · 401(k)

Palmer Holland, Inc. Profit Sharing Plan & Trust · $36M · 222 · 80th

  • RANK $36M
  • PHOTO 222
  • IND 80th
  • EOY 401(k)
  • 5500 near Whitebox Advisors, LLC 401(k) Plan
  • ASSETS ind #4837

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 Wholesale Trade retirement plans → · Plans in Ohio →

Palmer Holland, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

The New Home Company 401(k) PlanThe New Home Company 401(k) …$36MPalmer Holland, Inc. Profit Sharing Plan & TrustPalmer Holland, Inc. Profit …$36MWhitebox Advisors, LLC 401(k) PlanWhitebox Advisors, LLC 401(k…$36MUniversity Bancorp, Inc. Employee Stock Ownership and Retirement Savings PlanUniversity Bancorp, Inc. Emp…$36MLeamington Co. and Affiliated Employers 401(k) PlanLeamington Co. and Affiliate…$36M
End-of-year total assets ($M) among Palmer Holland, Inc. Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$36M
Net Income$5M
Employer EIN340764574
Plan Effective Date1977-05-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmer Holland, Inc.)

Sponsor-wide plan assets over time

All Palmer Holland, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$257M 9.736316754403983% vs 2022
2024 filing year
$250M$260M$270M$280M$290M 202220232024 $284M $257M ▼ -9.7%
Year Plans Participants Total Assets
2022 2 289 $284M
2023 2 366 $264M
2024 2 438 $257M

Nearby 401(k) Plans in Ohio

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

Palmer Holland, Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Palmer Holland, Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.035909821 · Participants: 222Palmer Holland, Inc. Profit Sharing Plan & TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Palmer Holland, Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Palmer Holland, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Palmer Holland, Inc. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Whitebox Advisors, LLC 401(k) Plan in MN ($36M); by covered participants it is Brown & Crouppen, P. C. 401(k) Retirement Plan in MO (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Palmer Holland, Inc. Profit Sharing Plan & Trust assets move in 2024? ▼
Palmer Holland, Inc. Profit Sharing Plan & Trust grew sharply - up 18.0% during 2024, from $30M to $36M. Reported net income was $5M.
How have Palmer Holland, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmer Holland, Inc.'s sponsor-wide assets declined 9.7%, from $284M to $257M.
Where does Palmer Holland, Inc. Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Palmer Holland, Inc. Profit Sharing Plan & Trust ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Palmer Holland, Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Whitebox Advisors, LLC 401(k) Plan in MN ($36M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Palmer Holland, Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown & Crouppen, P. C. 401(k) Retirement Plan in MO (222 participants, $17M 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 340764574.

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.