Defined Benefit (Pension) · DOL Form 5500 · 2024

Holsum Incorporated Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
90
Participants Small participant base
51st
Percentile by assets National rank
$90,584
Avg per participant Below avg balance/head
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Official DOL plan name: Retirement Plan for Employees of Holsum Incorporated · Sponsored by Holsum Incorporated · New Mexico · Information & Media

$8M in assets, 90 participants

Holsum Incorporated's Retirement Plan for Employees of Holsum Incorporated reported $8M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,048 in Information & Media (2,822 peers)

Holsum Incorporated multi-year trail

Holsum Incorporated's plans moved +35.4% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Holsum Incorporated at $8M / 90 participants.

#1,048
in Information & Media (2,822 peers)
+15.2%
assets growth YoY

Retirement Plan for Employees of Holsum Incorporated's mid-pack asset rank among Information & Media and all filers

Retirement Plan for Employees of Holsum Incorporated vs every filed plan by assets

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

$8,152,590 Top 49% higher than 51% 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

Retirement Plan for Employees of Holsum Incorporated among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Holsum Incorporated is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Holsum Incorporated end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Retirement Plan for Employees of Holsum Incorporated reported participants rose from 83 in the plan year 2023 filing to 90 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 850164944 · Holsum Incorporated PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Holsum Incorporated · $8M · 90 · 51st

  • BOY $8M
  • SCH 90
  • EBSA 51st
  • PART Defined Benefit (Pension)
  • TYPE near Md Helicopters, LLC Cash Balance Pension Plan
  • NET ind #1048

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 Information & Media retirement plans → · Plans in New Mexico →

Retirement Plan for Employees of Holsum Incorporated in the asset neighbourhood

American Institute of Chemical Engineers Employees' Retirement PlanAmerican Institute of Chemic…$8MAutoneum North America, Inc. Carpet Retirement Plan for Salaried EmployeesAutoneum North America, Inc.…$8MRetirement Plan for Employees of Holsum IncorporatedRetirement Plan for Employee…$8MMd Helicopters, LLC Cash Balance Pension PlanMd Helicopters, LLC Cash Bal…$8MSt. Paul Eye Clinic Cash Balance Pension PlanSt. Paul Eye Clinic Cash Bal…$8M
End-of-year total assets ($M) among Retirement Plan for Employees of Holsum Incorporated and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Holsum Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Holsum Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$8M 35.390763072350765% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.02M $8.15M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 100 $6M
2023 1 83 $7M
2024 1 90 $8M

Holsum Incorporated filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN850164944
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Mexico

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Holsum Incorporated vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -202468 Total assets ($B) Participants Retirement Plan for Employees of Holsum Incorporated, Total assets ($B): 0.00815259 · Participants: 90Retirement Plan for Employees of Holsum IncorporatedNtess Retirement Income Plan, Total assets ($B): 6.200747527 · Participants: 3323Ntess Retirement Income PlanTriad Defined Benefit Pension Plan, Total assets ($B): 5.593878518 · Participants: 2018Triad Defined Benefit Pension PlanPnm Resources Inc. Employees' Retirement Plan, Total assets ($B): 0.379799404 · Participants: 133Pnm Resources Inc. Employees' Retirement PlanPresbyterian Healthcare Services Employees' Pension Plan II, Total assets ($B): 0.260707301 · Participants: 713Presbyterian Healthcare Services Employees' Pension Plan IIWaste Isolation Pilot Plant Pension Plan, Total assets ($B): 0.233059118 · Participants: 1041Waste Isolation Pilot Plant Pension Plan
Retirement Plan for Employees of Holsum Incorporated vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants
Compare Retirement Plan for Employees of Holsum Incorporated side-by-side with 3 peers →

Retirement Plan for Employees of Holsum Incorporated's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Mexico, the nearest Defined Benefit (Pension) by assets is Md Helicopters, LLC Cash Balance Pension Plan in AZ ($8M); by covered participants it is Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust in AL (90 participants). Same-state nearby plans are listed separately above.

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 Retirement Plan for Employees of Holsum Incorporated assets move in 2024? ▼
Retirement Plan for Employees of Holsum Incorporated grew sharply - up 15.2% during 2024, from $7M to $8M. Reported net income was $1M.
How have Holsum Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holsum Incorporated's sponsor-wide assets grew 35.4%, from $6M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Holsum Incorporated? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Md Helicopters, LLC Cash Balance Pension Plan in AZ ($8M, 24 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Holsum Incorporated? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust in AL (90 participants, $10M 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 850164944.

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.