401(k) · DOL Form 5500 · 2024

B. D. Holt Company 401(k) Plan

Data updated 2026-08-25

$505M
Total assets Above avg plan size
4,257
Participants Above avg headcount
97th
Percentile by assets National rank
$118,624
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holt Companies Retirement Plan · Sponsored by B. D. Holt Company · Texas · Wholesale Trade

$505M in assets, 4,257 participants

B. D. Holt Company's Holt Companies Retirement Plan reported $505M in total assets and 4,257 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #5,975 in Wholesale Trade (6,080 peers)

Coverage in Texas

Holt Companies Retirement Plan covers 4,257 participants in Texas, 6.2x the typical Texas plan (state average ~688 per filing). Assets: $505M.

#5,975
in Wholesale Trade (6,080 peers)
+16.7%
assets growth YoY
5.1×
vs typical plan assets (national mean)

Holt Companies Retirement Plan's outsized position by total assets

Holt Companies Retirement Plan vs every filed plan by assets

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

$504,983,387 Top 3% higher than 97% 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 Companies Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holt Companies Retirement Plan lands in the large band (4,257 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holt Companies Retirement Plan reported participants rose from 3,566 in the plan year 2023 filing to 4,257 in the plan year 2024 filing.
  • Holt Companies Retirement Plan end-of-year assets rose from $433M in the plan year 2023 filing to $505M in the plan year 2024 filing.
  • Holt Companies Retirement Plan reported net income fell from $73M in the plan year 2023 filing to $72M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 741389993 · B. D. Holt Company PY 2024 · 401(k)

Holt Companies Retirement Plan · $505M · 4,257 · 97th

  • BOOK $505M
  • BOOK 4,257
  • BOOK 97th
  • BOOK 401(k)
  • BOOK near Wolfspeed, Inc. 401(k) Plan
  • BOOK ind #5975

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 Wholesale Trade retirement plans → · Plans in Texas →

Holt Companies Retirement Plan in the asset neighbourhood

The Plymouth Rock Companies Savings and Investment PlanThe Plymouth Rock Companies …$505MHolt Companies Retirement PlanHolt Companies Retirement Pl…$505MWolfspeed, Inc. 401(k) Plan$505MH. Lee Moffitt Cancer Center & Research Inst, Inc. Retire PlanH. Lee Moffitt Cancer Center…$505MKroll 401(k) Retirement Savings PlanKroll 401(k) Retirement Savi…$505M
End-of-year total assets ($M) among Holt Companies Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$433M
Net Assets (End of Year)$505M
Net Income$72M
Employer EIN741389993
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (B. D. Holt Company)

Sponsor-wide plan assets over time

All B. D. Holt Company plans reported in each filing year

Latest sponsor-wide plan assets
$505M 40.39949842422374% vs 2022
2024 filing year
$300M$350M$400M$450M$500M$550M 202220232024 $360M $505M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 2,978 $360M
2023 1 3,566 $433M
2024 1 4,257 $505M

Nearby 401(k) Plans in Texas

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

Holt Companies Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Holt Companies Retirement Plan, Total assets ($B): 0.504983387 · Participants: 4257Holt Companies Retirement 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
Holt Companies Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Holt Companies Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Wolfspeed, Inc. 401(k) Plan in NC ($505M); by covered participants it is Ardagh North America Bargaining 401(k) Plan in IN (4,258 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($505M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,257 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 Companies Retirement Plan assets move in 2024? ▼
Holt Companies Retirement Plan grew sharply - up 16.7% during 2024, from $433M to $505M. Reported net income was $72M.
How have B. D. Holt Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), B. D. Holt Company's sponsor-wide assets grew 40.4%, from $360M to $505M.
Where does Holt Companies Retirement Plan rank by assets among Form 5500 filers? ▼
Holt Companies Retirement Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Holt Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wolfspeed, Inc. 401(k) Plan in NC ($505M, 4,437 participants).
Which 401(k) plans cover a similar participant headcount to Holt Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ardagh North America Bargaining 401(k) Plan in IN (4,258 participants, $400M 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 741389993.

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.