401(k) · DOL Form 5500 · 2024

The Holeman Group, Inc. 401(k) Plan

Data updated 2026-08-25

$278K
Total assets Small plan by assets
4
Participants Small participant base
13th
Percentile by assets National rank
$69,408
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Holeman Group, Inc. 401(k) Profit Sharing Plan · Sponsored by The Holeman Group, Inc. · Texas · Finance & Insurance

$278K in assets, 4 participants

The Holeman Group, Inc.'s The Holeman Group, Inc. 401(k) Profit Sharing Plan reported $278K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #560 in Finance & Insurance (8,549 peers)

The Holeman Group, Inc. multi-year trail

The Holeman Group, Inc.'s plans moved +111.9% in assets from 2022 to 2024; this filing shows The Holeman Group, Inc. 401(k) Profit Sharing Plan at $278K / 4 participants.

#560
in Finance & Insurance (8,549 peers)
-55.8%
assets change YoY

The plan reported a net loss of $350K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Holeman Group, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

The Holeman Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$277,630 13th percentile higher than 13% 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

The Holeman Group, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Holeman Group, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Holeman Group, Inc. 401(k) Profit Sharing Plan reported net income fell from $496K in the plan year 2023 filing to -$350K in the plan year 2024 filing.
  • The Holeman Group, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $628K in the plan year 2023 filing to $278K in the plan year 2024 filing.
  • The Holeman Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 208687282 · The Holeman Group, Inc. PY 2024 · 401(k)

The Holeman Group, Inc. 401(k) Profit Sharing Plan · $278K · 4 · 13th

  • NET $278K
  • NET 4
  • NET 13th
  • NET 401(k)
  • NET near Mph Boston South Corp. 401(k) Plan
  • NET ind #560

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 Finance & Insurance retirement plans → · Plans in Texas →

The Holeman Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The Holeman Group, Inc. 401(k) Profit Sharing PlanThe Holeman Group, Inc. 401(…$278KMph Boston South Corp. 401(k) PlanMph Boston South Corp. 401(k…$278KT Daniel Woodworking Co. 401(k) PlanT Daniel Woodworking Co. 401…$278KKnight Moves Corporation 401(k) PlanKnight Moves Corporation 401…$278KHuffstutler Insurance Group Inc. 401(k) PlanHuffstutler Insurance Group …$278K
End-of-year total assets ($M) among The Holeman Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Holeman Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Holeman Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$278K 111.87307304862786% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.13M $0.28M ▲ +115.4%
Year Plans Participants Total Assets
2022 1 3 $131K
2023 1 3 $628K
2024 1 4 $278K

The Holeman Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$628K
Net Assets (End of Year)$278K
Net Income-$350K
Employer EIN208687282
Plan Effective Date2007-03-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

The Holeman Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Holeman Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00027763 · Participants: 4The Holeman Group, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
The Holeman Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Holeman Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Holeman Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mph Boston South Corp. 401(k) Plan in MA ($278K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($278K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 The Holeman Group, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
The Holeman Group, Inc. 401(k) Profit Sharing Plan contracted severely - down 55.8% during 2024, from $628K to $278K. Reported net income was -$350K.
How have The Holeman Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Holeman Group, Inc.'s sponsor-wide assets grew 111.9%, from $131K to $278K.
Where does The Holeman Group, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Holeman Group, Inc. 401(k) Profit Sharing Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Holeman Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mph Boston South Corp. 401(k) Plan in MA ($278K, 14 participants).
Which 401(k) plans cover a similar participant headcount to The Holeman Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 208687282.

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.