401(k) · DOL Form 5500 · 2024
M1 Holdings Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 240
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $44,604
- Avg per participant Low balance/head
Official DOL plan name: M1 Holdings Inc. 401(k) Plan · Sponsored by M1 Holdings Inc. · Illinois · Finance & Insurance
$11M in assets, 240 participants
M1 Holdings Inc.'s M1 Holdings Inc. 401(k) Plan reported $11M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #3,516 in Finance & Insurance (8,549 peers)
Coverage in Illinois
M1 Holdings Inc. 401(k) Plan covers 240 participants in Illinois, about 31% of the average Illinois filer (state average ~779 per filing). Assets: $11M.
- #3,516
- in Finance & Insurance (8,549 peers)
- +20.6%
- assets growth YoY
M1 Holdings Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
M1 Holdings Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,705,024 Top 43% higher than 57% 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
M1 Holdings 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. M1 Holdings Inc. 401(k) Plan sits mid-pack in the medium band (240 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- M1 Holdings Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- M1 Holdings Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- M1 Holdings Inc. 401(k) Plan reported participants fell from 260 in the plan year 2023 filing to 240 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 814460183 · M1 Holdings Inc. PY 2024 · 401(k)
M1 Holdings Inc. 401(k) Plan · $11M · 240 · 57th
- EOY $11M
- EOY 240
- EOY 57th
- EOY 401(k)
- EOY near Refinery Terminal Fire Company 401(k) Profit Sharing Plan
- EOY ind #3516
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 Illinois →
M1 Holdings Inc. 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 814460183 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (M1 Holdings Inc.)
Sponsor-wide plan assets over time
All M1 Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 166.59428002771278% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 298 | $4M |
| 2023 | 1 | 260 | $9M |
| 2024 | 1 | 240 | $11M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
M1 Holdings Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Refinery Terminal Fire Company 401(k) Profit Sharing Plan in TX ($11M); by covered participants it is Shangri-La 401(k) Plan in OR (240 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Refinery Terminal Fire Company 401(k) Profit Sharing Plan (TX) $11M · 115
- Digital Room LLC 401(k) Plan (CA) $11M · 934
- Ivy Hill Retirement Savings Plan (CA) $11M · 15
- Moka Corporation 401(k)/Retirement Plan (MI) $11M · 341
Similar participant headcount
Nearest other-state filings by covered participants (240 participants); asset peers above are excluded.
- Shangri-La 401(k) Plan (OR) 240 · 0 off
- SEIU Local 200united 401(k) Plan (NY) 240 · 0 off
- Envision Credit Union 401(k) Plan and Trust (FL) 240 · 0 off
- City Beverages 401(k) Plan (FL) 240 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.