401(k) · DOL Form 5500 · 2024

Debartolo Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
159
Participants Small participant base
78th
Percentile by assets National rank
$199,380
Avg per participant Above avg balance/head
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Official DOL plan name: Debartolo Holdings Retirement Plan · Sponsored by Debartolo Holdings, LLC · Florida · Real Estate

$32M in assets, 159 participants

Debartolo Holdings, LLC's Debartolo Holdings Retirement Plan reported $32M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,146 in Real Estate (4,605 peers)

Coverage in Florida

Debartolo Holdings Retirement Plan covers 159 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $32M.

#4,146
in Real Estate (4,605 peers)
+6.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Debartolo Holdings Retirement Plan's outsized position by total assets

Debartolo Holdings Retirement Plan vs every filed plan by assets

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

$31,701,441 Top 22% higher than 78% 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

Debartolo Holdings Retirement 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. Debartolo Holdings Retirement Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Debartolo Holdings Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Debartolo Holdings Retirement Plan reported participants fell from 172 in the plan year 2023 filing to 159 in the plan year 2024 filing.
  • Debartolo Holdings Retirement Plan end-of-year assets rose from $30M in the plan year 2023 filing to $32M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 522262655 · Debartolo Holdings, LLC PY 2024 · 401(k)

Debartolo Holdings Retirement Plan · $32M · 159 · 78th

  • BOY $32M
  • SCH 159
  • EBSA 78th
  • PART 401(k)
  • TYPE near South University Retirement Plan
  • NET ind #4146

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 Real Estate retirement plans → · Plans in Florida →

Debartolo Holdings Retirement Plan in the asset neighbourhood

Desktop Metal Retirement Plan$32MTeacher Created Materials, Inc. 401(k) Profit Sharing PlanTeacher Created Materials, I…$32MThe Classic 401(k) Plan$32MDebartolo Holdings Retirement PlanDebartolo Holdings Retiremen…$32MSouth University Retirement PlanSouth University Retirement …$32M
End-of-year total assets ($M) among Debartolo Holdings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$32M
Net Income$2M
Employer EIN522262655
Plan Effective Date2001-02-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Debartolo Holdings, LLC)

Sponsor-wide plan assets over time

All Debartolo Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 17.92344467813552% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.9M $31.7M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 184 $27M
2023 1 172 $30M
2024 1 159 $32M

Nearby 401(k) Plans in Florida

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

Debartolo Holdings Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Debartolo Holdings Retirement Plan, Total assets ($B): 0.031701441 · Participants: 159Debartolo Holdings Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Debartolo Holdings Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Debartolo Holdings Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is South University Retirement Plan in GA ($32M); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Debartolo Holdings Retirement Plan assets move in 2024?
Debartolo Holdings Retirement Plan grew at a solid clip - up 6.0% during 2024, from $30M to $32M. Reported net income was $2M.
How have Debartolo Holdings, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Debartolo Holdings, LLC's sponsor-wide assets grew 17.9%, from $27M to $32M.
Where does Debartolo Holdings Retirement Plan rank by assets among Form 5500 filers?
Debartolo Holdings Retirement Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Debartolo Holdings Retirement Plan?
Among 401(k) plans in other states, the closest by assets is South University Retirement Plan in GA ($32M, 2,293 participants).
Which 401(k) plans cover a similar participant headcount to Debartolo Holdings Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants, N/A in assets).