401(k) · DOL Form 5500 · 2024
B. D. Holt Company 401(k) Plan
Data updated 2026-08-11
- $505M
- Total assets
- 4,257
- Participants
- 97th
- Percentile by assets
- $118,624
- Avg per participant
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.
- 97th percentile by assets (of 123,622 plans)
- #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.
- $505M
- total plan assets (2024 EOY)
- 4,257
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $118,624
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Holt Companies Retirement Plan reports 4,257 participants - 6.2x that state average ($505M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $433M |
|---|---|
| Net Assets (End of Year) | $505M |
| Net Income | $72M |
| Employer EIN | 741389993 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (B. D. Holt Company)
| 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
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Holt Companies Retirement Plan by total assets, not by location.
- Wolfspeed, Inc. 401(k) Plan (NC) $505M · 4,437
- H. Lee Moffitt Cancer Center & Research Inst, Inc. Retire Plan (FL) $505M · 6,978
- The Plymouth Rock Companies Savings and Investment Plan (MA) $505M · 1,890
- Kroll 401(k) Retirement Savings Plan (NY) $505M · 2,018
Frequently Asked Questions
How did Holt Companies Retirement Plan assets move in 2024? ▼
How have B. D. Holt Company plan assets changed over time? ▼
Where does Holt Companies Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Holt Companies Retirement Plan
Filing takeaways
Ways to act on Holt Companies Retirement Plan's numbers.
- By total assets, Holt Companies Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- B. D. Holt Company's sponsor-wide assets have grown 40.4% since 2022 across 3 plan years on file. More Wholesale Trade plans