401(k) · DOL Form 5500 · 2024
The Holt Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 141
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $64,078
- Avg per participant Low balance/head
Official DOL plan name: The Holt Group, Inc. 401(k) Plan · Sponsored by The Holt Group, Inc. · Washington · Construction
$9M in assets, 141 participants
The Holt Group, Inc.'s The Holt Group, Inc. 401(k) Plan reported $9M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #4,692 in Construction (9,039 peers)
Coverage in Washington
The Holt Group, Inc. 401(k) Plan covers 141 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $9M.
- #4,692
- in Construction (9,039 peers)
- +10.0%
- assets growth YoY
The Holt Group, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers
The Holt Group, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,034,948 Top 46% higher than 54% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Holt Group, 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. The Holt Group, Inc. 401(k) Plan sits mid-pack in the medium band (141 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Holt Group, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $889K in the plan year 2024 filing.
- The Holt Group, Inc. 401(k) Plan reported participants rose from 124 in the plan year 2023 filing to 141 in the plan year 2024 filing.
- The Holt Group, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 205096515 · The Holt Group, Inc. PY 2024 · 401(k)
The Holt Group, Inc. 401(k) Plan · $9M · 141 · 54th
- PART $9M
- PART 141
- PART 54th
- PART 401(k)
- PART near Tyree 401(k) Plan
- PART ind #4692
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 Construction retirement plans → · Plans in Washington →
The Holt Group, Inc. 401(k) Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $889K |
| Employer EIN | 205096515 |
| Plan Effective Date | 2000-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Holt Group, Inc.)
Sponsor-wide plan assets over time
All The Holt Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 54.32257720699636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $6M |
| 2023 | 1 | 124 | $8M |
| 2024 | 1 | 141 | $9M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
The Holt Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Tyree 401(k) Plan in OR ($9M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Tyree 401(k) Plan (OR) $9M · 209
- Ra Outdoors, LLC 401(k) Plan (TX) $9M · 355
- Artnet Worldwide Corporation (NY) $9M · 118
- Bba Project, Inc. 401(k) Plan (NY) $9M · 18
Similar participant headcount
Nearest other-state filings by covered participants (141 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.