401(k) · DOL Form 5500 · 2024

Holtz Builders, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
140
Participants Small participant base
31st
Percentile by assets National rank
$16,913
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Holtz Companies 401(k) Plan · Sponsored by Holtz Builders, Inc. · Wisconsin · Construction

$2M in assets, 140 participants

Holtz Builders, Inc.'s Holtz Companies 401(k) Plan reported $2M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,688 in Construction (9,039 peers)

Coverage in Wisconsin

Holtz Companies 401(k) Plan covers 140 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $2M.

#2,688
in Construction (9,039 peers)
+52.8%
assets growth YoY

Holtz Companies 401(k) Plan among the smaller filed plans by assets

Holtz Companies 401(k) Plan vs every filed plan by assets

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

$2,367,830 31st percentile higher than 31% 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

Holtz Companies 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. Holtz Companies 401(k) Plan sits mid-pack in the medium band (140 participants).

Plan-year Form 5500 strip

Filing strip 391777699 · Holtz Builders, Inc. PY 2024 · 401(k)

Holtz Companies 401(k) Plan · $2M · 140 · 31st

  • EBSA $2M
  • PART 140
  • TYPE 31st
  • NET 401(k)
  • BOOK near Yumi Ice Cream Co., Inc. 401(k) Plan
  • VS-ST ind #2688

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 Wisconsin →

Holtz Companies 401(k) Plan in the asset neighbourhood

Holtz Companies 401(k) Plan$2MYumi Ice Cream Co., Inc. 401(k) PlanYumi Ice Cream Co., Inc. 401…$2MIndustrial Emergency Services, LLC Profit Sharing PlanIndustrial Emergency Service…$2MSunchase Salary Savings Plan$2MThe Warwick Towers 401(k) PlanThe Warwick Towers 401(k) Pl…$2M
End-of-year total assets ($M) among Holtz Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$818K
Employer EIN391777699
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Holtz Companies 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Holtz Companies 401(k) Plan, Total assets ($B): 0.00236783 · Participants: 140Holtz Companies 401(k) 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
Holtz Companies 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Holtz Companies 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Yumi Ice Cream Co., Inc. 401(k) Plan in TX ($2M); by covered participants it is Conformis, Inc. 401(k) Plan in MA (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Holtz Companies 401(k) Plan assets move in 2024? ▼
Holtz Companies 401(k) Plan surged - up 52.8% during 2024, from $2M to $2M. Reported net income was $818K.
Which 401(k) plans are similar in size to Holtz Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yumi Ice Cream Co., Inc. 401(k) Plan in TX ($2M, 378 participants).
Which 401(k) plans cover a similar participant headcount to Holtz Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Conformis, Inc. 401(k) Plan in MA (140 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 391777699.

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.