401(k) · DOL Form 5500 · 2024

Holt Farms, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
147
Participants Small participant base
48th
Percentile by assets National rank
$47,502
Avg per participant Low balance/head
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Official DOL plan name: Holt Farms 401(k) Profit Sharing Plan · Sponsored by Holt Farms, LLC · Utah · Agriculture, Forestry & Fishing

$7M in assets, 147 participants

Holt Farms, LLC's Holt Farms 401(k) Profit Sharing Plan reported $7M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #619 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in Utah

Holt Farms 401(k) Profit Sharing Plan covers 147 participants in Utah, about 25% of the average Utah filer (state average ~592 per filing). Assets: $7M.

#619
in Agriculture, Forestry & Fishing (1,217 peers)
+21.3%
assets growth YoY

Holt Farms 401(k) Profit Sharing Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Holt Farms 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,982,783 48th percentile higher than 48% 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

Holt Farms 401(k) Profit Sharing 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. Holt Farms 401(k) Profit Sharing Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holt Farms 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Holt Farms 401(k) Profit Sharing Plan reported participants rose from 125 in the plan year 2023 filing to 147 in the plan year 2024 filing.
  • Holt Farms 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 320299218 · Holt Farms, LLC PY 2024 · 401(k)

Holt Farms 401(k) Profit Sharing Plan · $7M · 147 · 48th

  • EIN $7M
  • RANK 147
  • PHOTO 48th
  • IND 401(k)
  • EOY near Shimadzu USA Manufacturing, Inc. Retirement Plan
  • 5500 ind #619

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Utah →

Holt Farms 401(k) Profit Sharing Plan in the asset neighbourhood

Holt Farms 401(k) Profit Sharing PlanHolt Farms 401(k) Profit Sha…$7MShimadzu USA Manufacturing, Inc. Retirement PlanShimadzu USA Manufacturing, …$7MRenal Services of America 401(k) Savings PlanRenal Services of America 40…$7MMontana Contractors Assoc., Inc. 401(k) Retirement Plan & TrustMontana Contractors Assoc., …$7MCasey Products Profit Sharing PlanCasey Products Profit Sharin…$7M
End-of-year total assets ($M) among Holt Farms 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN320299218
Plan Effective Date1983-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holt Farms, LLC)

Sponsor-wide plan assets over time

All Holt Farms, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 21.32494150315901% vs 2023
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 20232024 $5.76M $6.98M ▲ +21.2%
Year Plans Participants Total Assets
2023 1 125 $6M
2024 1 147 $7M

Nearby 401(k) Plans in Utah

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

Holt Farms 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Holt Farms 401(k) Profit Sharing Plan, Total assets ($B): 0.006982783 · Participants: 147Holt Farms 401(k) Profit Sharing PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Holt Farms 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Holt Farms 401(k) Profit Sharing Plan side-by-side with 3 peers →

Holt Farms 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Shimadzu USA Manufacturing, Inc. Retirement Plan in OR ($7M); by covered participants it is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Holt Farms 401(k) Profit Sharing Plan assets move in 2024? ▼
Holt Farms 401(k) Profit Sharing Plan grew sharply - up 21.3% during 2024, from $6M to $7M. Reported net income was $1M.
How have Holt Farms, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Holt Farms, LLC's sponsor-wide assets grew 21.3%, from $6M to $7M.
Which 401(k) plans are similar in size to Holt Farms 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shimadzu USA Manufacturing, Inc. Retirement Plan in OR ($7M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Holt Farms 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants, $15M 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 320299218.

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.