401(k) · DOL Form 5500 · 2024

P Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: N/A
Participants Small participant base: 55th
Percentile by assets National rank

PlainRetire home → About this data RSS: change history

Official DOL plan name: P Holdings, Inc. 401(k) Savings Plan · Sponsored by P Holdings, Inc. · Wisconsin · Professional & Technical Services

$10M in assets, N/A participants

P Holdings, Inc.'s P Holdings, Inc. 401(k) Savings Plan reported $10M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

#10,729 in Professional & Technical Services (20,173 peers)

P Holdings, Inc. multi-year trail

P Holdings, Inc.'s plans moved -22.2% in assets from 2022 to 2024; this filing shows P Holdings, Inc. 401(k) Savings Plan at $10M / N/A participants.

#10,729
in Professional & Technical Services (20,173 peers): -30.0%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

P Holdings, Inc. 401(k) Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

P Holdings, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$9,615,444 Top 45% higher than 55% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

P Holdings, Inc. 401(k) Savings Plan reported net income fell from $1M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
P Holdings, Inc. 401(k) Savings Plan reported participants fell from 27 in the plan year 2023 filing to N/A in the plan year 2024 filing.
P Holdings, Inc. 401(k) Savings Plan end-of-year assets fell from $14M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391699131 · P Holdings, Inc. PY 2024 · 401(k)

P Holdings, Inc. 401(k) Savings Plan · $10M · N/A · 55th

VS-ST $10M
VS-ST N/A
VS-ST 55th
VS-ST 401(k)
VS-ST near Northwest Respiratory Services 401(k) Profit Sharing Plan
VS-ST ind #10729

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 Wisconsin →

End-of-year total assets ($M) among P Holdings, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

P Holdings, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $10M 22.180653943676447% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	34	$12M
2023	1	27	$14M
2024	1	N/A	$10M

P Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$10M
Net Income	-$4M
Employer EIN	391699131
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

P Holdings, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare P Holdings, Inc. 401(k) Savings Plan side-by-side with 3 peers →

P Holdings, Inc. 401(k) Savings Plan's closest out-of-state 401(k) peers by assets

Outside Wisconsin, the nearest 401(k) by end-of-year assets is Northwest Respiratory Services 401(k) Profit Sharing Plan in MN at $10M (this filing: $10M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Northwest Respiratory Services 401(k) Profit Sharing Plan (MN) $10M · 239
Arcsoft, Inc. 401(k) Plan (CA) $10M · 8
Westborn Market Employees Profit Sharing Plan (MI) $10M · 231
Western Global Airlines 401(k) Profit Sharing Plan (FL) $10M · 265

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 P Holdings, Inc. 401(k) Savings Plan assets move in 2024? ▼

P Holdings, Inc. 401(k) Savings Plan contracted severely - down 30.0% during 2024, from $14M to $10M. Reported net income was -$4M.

How have P Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), P Holdings, Inc.'s sponsor-wide assets declined 22.2%, from $12M to $10M.

Which 401(k) plans are similar in size to P Holdings, Inc. 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Northwest Respiratory Services 401(k) Profit Sharing Plan in MN ($10M, 239 participants).

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 391699131.