401(k) · DOL Form 5500 · 2024

Holz Motors, Inc 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
130
Participants Small participant base
63rd
Percentile by assets National rank
$105,780
Avg per participant Below avg balance/head
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Official DOL plan name: Holz Motors, Inc. 401(k) Savings Plan · Sponsored by Holz Motors, Inc · Wisconsin · Retail Trade

$14M in assets, 130 participants

Holz Motors, Inc's Holz Motors, Inc. 401(k) Savings Plan reported $14M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #5,917 in Retail Trade (8,048 peers)

Coverage in Wisconsin

Holz Motors, Inc. 401(k) Savings Plan covers 130 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.

#5,917
in Retail Trade (8,048 peers)
+4.7%
assets growth YoY

Holz Motors, Inc. 401(k) Savings Plan's mid-pack asset rank among Retail Trade and all filers

Holz Motors, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$13,751,404 Top 37% higher than 63% 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

Holz Motors, Inc. 401(k) Savings 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. Holz Motors, Inc. 401(k) Savings Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holz Motors, Inc. 401(k) Savings Plan reported net income rose from $427K in the plan year 2023 filing to $574K in the plan year 2024 filing.
  • Holz Motors, Inc. 401(k) Savings Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390792093 · Holz Motors, Inc PY 2024 · 401(k)

Holz Motors, Inc. 401(k) Savings Plan · $14M · 130 · 63rd

  • PHOTO $14M
  • IND 130
  • EOY 63rd
  • 5500 401(k)
  • ASSETS near Center Theatre Group of Los Angeles 401(k) Profit Sharing Plan
  • PCT ind #5917

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 Retail Trade retirement plans → · Plans in Wisconsin →

Holz Motors, Inc. 401(k) Savings Plan in the asset neighbourhood

Holz Motors, Inc. 401(k) Savings PlanHolz Motors, Inc. 401(k) Sav…$14MCenter Theatre Group of Los Angeles 401(k) Profit Sharing PlanCenter Theatre Group of Los …$14MMiovision Technologies 401(k) PlanMiovision Technologies 401(k…$14MSml (USA) Inc. 401(k) Plan$14MBauer, Inc. 401(k) Plan$14M
End-of-year total assets ($M) among Holz Motors, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$574K
Employer EIN390792093
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holz Motors, Inc)

Sponsor-wide plan assets over time

All Holz Motors, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$14M 10.595121154035152% vs 2022
2024 filing year
$12M$12.5M$13M$13.5M$14M 202220232024 $12.4M $13.8M ▲ +10.6%
Year Plans Participants Total Assets
2022 1 130 $12M
2023 1 130 $13M
2024 1 130 $14M

Nearby 401(k) Plans in Wisconsin

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

Holz Motors, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Holz Motors, Inc. 401(k) Savings Plan, Total assets ($B): 0.013751404 · Participants: 130Holz Motors, Inc. 401(k) Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Holz Motors, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Holz Motors, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Center Theatre Group of Los Angeles 401(k) Profit Sharing Plan in CA ($14M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Holz Motors, Inc. 401(k) Savings Plan assets move in 2024?
Holz Motors, Inc. 401(k) Savings Plan edged up modestly - up 4.7% during 2024, from $13M to $14M. Reported net income was $574K.
How have Holz Motors, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Holz Motors, Inc's sponsor-wide assets grew 10.6%, from $12M to $14M.
Which 401(k) plans are similar in size to Holz Motors, Inc. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Center Theatre Group of Los Angeles 401(k) Profit Sharing Plan in CA ($14M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Holz Motors, Inc. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K in assets).