401(k) · DOL Form 5500 · 2024

Holistic Industries Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
635
Participants Below avg headcount
33rd
Percentile by assets National rank
$4,341
Avg per participant Low balance/head
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Official DOL plan name: Holistic Industries 401(k) Plan · Sponsored by Holistic Industries Inc. · Massachusetts · Healthcare & Social Assistance

$3M in assets, 635 participants

Holistic Industries Inc.'s Holistic Industries 401(k) Plan reported $3M in total assets and 635 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,550 in Healthcare & Social Assistance (16,916 peers)

Holistic Industries Inc. multi-year trail

Holistic Industries Inc.'s plans moved +75.3% in assets from 2023 to 2024; this filing shows Holistic Industries 401(k) Plan at $3M / 635 participants.

#5,550
in Healthcare & Social Assistance (16,916 peers)
+75.3%
assets growth YoY

Holistic Industries 401(k) Plan among the smaller filed plans by assets

Holistic Industries 401(k) Plan vs every filed plan by assets

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

$2,756,726 33rd percentile higher than 33% 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

Holistic Industries 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. Holistic Industries 401(k) Plan sits mid-pack in the medium band (635 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holistic Industries 401(k) Plan reported net income rose from $198K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Holistic Industries 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Holistic Industries 401(k) Plan reported participants fell from 673 in the plan year 2023 filing to 635 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 833070502 · Holistic Industries Inc. PY 2024 · 401(k)

Holistic Industries 401(k) Plan · $3M · 635 · 33rd

  • PCT $3M
  • EIN 635
  • RANK 33rd
  • PHOTO 401(k)
  • IND near Erc Properties, Inc. Retirement Plan and Trust
  • EOY ind #5550

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Holistic Industries 401(k) Plan in the asset neighbourhood

Holistic Industries 401(k) PlanHolistic Industries 401(k) P…$3MErc Properties, Inc. Retirement Plan and TrustErc Properties, Inc. Retirem…$3MSupergoop! 401(k) Plan$3MHealth Care Management Systems, Inc. 401(k) PlanHealth Care Management Syste…$3MKidney Center of North Houston P.a. Safe Harbor 401(k) PlanKidney Center of North Houst…$3M
End-of-year total assets ($M) among Holistic Industries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Holistic Industries Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Holistic Industries Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 75.31428702252792% vs 2023
2024 filing year
$1M$1.5M$2M$2.5M$3M 20232024 $1.57M $2.76M ▲ +75.8%
Year Plans Participants Total Assets
2023 1 673 $2M
2024 1 635 $3M

Holistic Industries Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN833070502
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Holistic Industries 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Holistic Industries 401(k) Plan, Total assets ($B): 0.002756726 · Participants: 635Holistic Industries 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Holistic Industries 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Holistic Industries 401(k) Plan side-by-side with 3 peers →

Holistic Industries 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Erc Properties, Inc. Retirement Plan and Trust in AR ($3M); by covered participants it is Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan in NJ (635 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (635 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 Holistic Industries 401(k) Plan assets move in 2024? ▼
Holistic Industries 401(k) Plan surged - up 75.3% during 2024, from $2M to $3M. Reported net income was $1M.
How have Holistic Industries Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Holistic Industries Inc.'s sponsor-wide assets grew 75.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Holistic Industries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Erc Properties, Inc. Retirement Plan and Trust in AR ($3M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Holistic Industries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan in NJ (635 participants, N/A 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 833070502.

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.