401(k) · DOL Form 5500 · 2024

Holiday Wholesale, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
652
Participants Below avg headcount
75th
Percentile by assets National rank
$39,484
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan · Sponsored by Holiday Wholesale, Inc. · Wisconsin · Wholesale Trade

$26M in assets, 652 participants

Holiday Wholesale, Inc.'s Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan reported $26M in total assets and 652 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,408 in Wholesale Trade (6,080 peers)

Where Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan sits by assets

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 652 participants (~$39,484/participant), up 6.7% in 2024.

#4,408
in Wholesale Trade (6,080 peers)
+6.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$25,743,249 Top 25% higher than 75% 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

Holiday Wholesale, Inc. Profit Sharing & 401(k) 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. Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (652 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan reported participants rose from 580 in the plan year 2023 filing to 652 in the plan year 2024 filing.
  • Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391029235 · Holiday Wholesale, Inc. PY 2024 · 401(k)

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan · $26M · 652 · 75th

  • TYPE $26M
  • NET 652
  • BOOK 75th
  • VS-ST 401(k)
  • BOY near Validity Inc. 401(k) Plan
  • SCH ind #4408

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 Wisconsin →

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

Marietta Dermatology Associates, P.a. 401-K Profit Sharing PlanMarietta Dermatology Associa…$26MPassumpsic Savings Bank Thrift Incentive Savings PlanPassumpsic Savings Bank Thri…$26MHoliday Wholesale, Inc. Profit Sharing & 401(k) PlanHoliday Wholesale, Inc. Prof…$26MValidity Inc. 401(k) Plan$26MThe Thomaston Savings Bank 401(k) Savings & Retirement PlanThe Thomaston Savings Bank 4…$26M
End-of-year total assets ($M) among Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN391029235
Plan Effective Date1972-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holiday Wholesale, Inc.)

Sponsor-wide plan assets over time

All Holiday Wholesale, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 19.63623741607931% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.5M $25.7M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 545 $22M
2023 1 580 $24M
2024 1 652 $26M

Nearby 401(k) Plans in Wisconsin

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

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.025743249 · Participants: 652Holiday Wholesale, Inc. Profit Sharing & 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Validity Inc. 401(k) Plan in MA ($26M); by covered participants it is D. Shelly Group, Inc. 401(k) Retirement Savings Plan in CA (652 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (652 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 Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan assets move in 2024? ▼
Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan grew at a solid clip - up 6.7% during 2024, from $24M to $26M. Reported net income was $2M.
How have Holiday Wholesale, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holiday Wholesale, Inc.'s sponsor-wide assets grew 19.6%, from $22M to $26M.
Where does Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan ranks in the 75th 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 Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Validity Inc. 401(k) Plan in MA ($26M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D. Shelly Group, Inc. 401(k) Retirement Savings Plan in CA (652 participants, $28M 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 391029235.

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.