401(k) · DOL Form 5500 · 2024
Holmes US, a Partnership 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 109
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $100,744
- Avg per participant Below avg balance/head
Official DOL plan name: Holmes US, a Partnership Salary Savings Plan 401(k) · Sponsored by Holmes US, a Partnership · California · Professional & Technical Services
$11M in assets, 109 participants
Holmes US, a Partnership's Holmes US, a Partnership Salary Savings Plan 401(k) reported $11M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #11,317 in Professional & Technical Services (20,173 peers)
Coverage in California
Holmes US, a Partnership Salary Savings Plan 401(k) covers 109 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $11M.
- #11,317
- in Professional & Technical Services (20,173 peers)
- +24.1%
- assets growth YoY
Holmes US, a Partnership Salary Savings Plan 401(k)'s mid-pack asset rank among Professional & Technical Services and all filers
Holmes US, a Partnership Salary Savings Plan 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,981,045 Top 42% higher than 58% 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
Holmes US, a Partnership Salary Savings Plan 401(k) 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. Holmes US, a Partnership Salary Savings Plan 401(k) sits mid-pack in the medium band (109 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Holmes US, a Partnership Salary Savings Plan 401(k) reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Holmes US, a Partnership Salary Savings Plan 401(k) end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Holmes US, a Partnership Salary Savings Plan 401(k) reported participants rose from 102 in the plan year 2023 filing to 109 in the plan year 2024 filing.
DOL schedule card
Filing strip 943380622 · Holmes US, a Partnership PY 2024 · 401(k)
Holmes US, a Partnership Salary Savings Plan 401(k) · $11M · 109 · 58th
- EBSA $11M
- PART 109
- TYPE 58th
- NET 401(k)
- BOOK near Curtis Industries, LLC Retirement Plan
- VS-ST ind #11317
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 Professional & Technical Services retirement plans → · Plans in California →
Holmes US, a Partnership Salary Savings Plan 401(k) in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 943380622 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holmes US, a Partnership)
Sponsor-wide plan assets over time
All Holmes US, a Partnership plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 53.13936503695217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $7M |
| 2023 | 1 | 102 | $9M |
| 2024 | 1 | 109 | $11M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Holmes US, a Partnership Salary Savings Plan 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Curtis Industries, LLC Retirement Plan in MA ($11M); by covered participants it is The Mcclone Agency, Inc. Savings and Retirement Plan in WI (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Curtis Industries, LLC Retirement Plan (MA) $11M · 142
- National Math and Science Initiative, Inc. 401(k) Plan (TX) $11M · 204
- Palmetto Corp of Conway 401(k) Plan (SC) $11M · 691
- Ohara Corporation Profit Sharing Plan (NJ) $11M · 10
Similar participant headcount
Nearest other-state filings by covered participants (109 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.