401(k) · DOL Form 5500 · 2024

Wholistic Management Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
250
Participants Below avg headcount
45th
Percentile by assets National rank
$23,292
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wholistic Management Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Wholistic Management Inc · Maryland · Healthcare & Social Assistance

$6M in assets, 250 participants

Wholistic Management Inc's Wholistic Management Inc 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 250 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,178 in Healthcare & Social Assistance (16,916 peers)

Coverage in Maryland

Wholistic Management Inc 401(k) Profit Sharing Plan & Trust covers 250 participants in Maryland, about 27% of the average Maryland filer (state average ~929 per filing). Assets: $6M.

#8,178
in Healthcare & Social Assistance (16,916 peers)
+14.6%
assets growth YoY

Wholistic Management Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wholistic Management Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,822,880 45th percentile higher than 45% 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

Wholistic Management Inc 401(k) Profit Sharing Plan & Trust 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. Wholistic Management Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (250 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wholistic Management Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Wholistic Management Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $684K in the plan year 2023 filing to $741K in the plan year 2024 filing.
  • Wholistic Management Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 254 in the plan year 2023 filing to 250 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 330994409 · Wholistic Management Inc PY 2024 · 401(k)

Wholistic Management Inc 401(k) Profit Sharing Plan & Trust · $6M · 250 · 45th

  • PCT $6M
  • PCT 250
  • PCT 45th
  • PCT 401(k)
  • PCT near Policy Services Company LLC 401(k) Profit Sharing Plan & Trust
  • PCT ind #8178

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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →

Wholistic Management Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wholistic Management Inc 401(k) Profit Sharing Plan & TrustWholistic Management Inc 401…$6MPolicy Services Company LLC 401(k) Profit Sharing Plan & TrustPolicy Services Company LLC …$6MFb Solutions Group, LLC 401(k) PlanFb Solutions Group, LLC 401(…$6MMeridian Brands LLC 401(k) Employees Savings PlanMeridian Brands LLC 401(k) E…$6MAllpoints Services Corp. 401(k) Retirement PlanAllpoints Services Corp. 401…$6M
End-of-year total assets ($M) among Wholistic Management Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$741K
Employer EIN330994409
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wholistic Management Inc)

Sponsor-wide plan assets over time

All Wholistic Management Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 32.4000487500523% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.4M $5.82M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 258 $4M
2023 1 254 $5M
2024 1 250 $6M

Nearby 401(k) Plans in Maryland

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

Wholistic Management Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wholistic Management Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00582288 · Participants: 250Wholistic Management Inc 401(k) Profit Sharing Plan & TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Wholistic Management Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Wholistic Management Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wholistic Management Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Policy Services Company LLC 401(k) Profit Sharing Plan & Trust in FL ($6M); by covered participants it is Grand Care Health Services, LLC 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (250 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 Wholistic Management Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Wholistic Management Inc 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 14.6% during 2024, from $5M to $6M. Reported net income was $741K.
How have Wholistic Management Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wholistic Management Inc's sponsor-wide assets grew 32.4%, from $4M to $6M.
Which 401(k) plans are similar in size to Wholistic Management Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Policy Services Company LLC 401(k) Profit Sharing Plan & Trust in FL ($6M, 292 participants).
Which 401(k) plans cover a similar participant headcount to Wholistic Management Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Grand Care Health Services, LLC 401(k) Plan in CA (250 participants, $1M 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 330994409.

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.