401(k) · DOL Form 5500 · 2024

Obligated Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$266K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$265,756
Avg per participant High balance/head
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Official DOL plan name: Obligated Holdings 401(k) · Sponsored by Obligated Holdings, Inc. · New York · Retail Trade

$266K in assets, 1 participants

Obligated Holdings, Inc.'s Obligated Holdings 401(k) reported $266K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,671 in Retail Trade (8,048 peers)

Obligated Holdings, Inc. multi-year trail

Obligated Holdings, Inc.'s plans moved -32.6% in assets from 2022 to 2024; this filing shows Obligated Holdings 401(k) at $266K / 1 participant.

#1,671
in Retail Trade (8,048 peers)
-40.5%
assets change YoY

The plan reported a net loss of $181K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Obligated Holdings 401(k) among the smaller filed plans by assets

Obligated Holdings 401(k) vs every filed plan by assets

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

$265,756 13th percentile higher than 13% 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

Obligated Holdings 401(k) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Obligated Holdings 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Obligated Holdings 401(k) reported net income fell from $53K in the plan year 2023 filing to -$181K in the plan year 2024 filing.
  • Obligated Holdings 401(k) end-of-year assets fell from $447K in the plan year 2023 filing to $266K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 843658805 · Obligated Holdings, Inc. PY 2024 · 401(k)

Obligated Holdings 401(k) · $266K · 1 · 13th

  • VS-ST $266K
  • BOY 1
  • SCH 13th
  • EBSA 401(k)
  • PART near Family First Insurance Group, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #1671

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 Retail Trade retirement plans → · Plans in New York →

Obligated Holdings 401(k) in the asset neighbourhood

Obligated Holdings 401(k)$266KFamily First Insurance Group, Inc. 401(k) Profit Sharing PlanFamily First Insurance Group…$266KSkyhook Tree & Sons Inc 401(k) Profit Sharing Plan & TrustSkyhook Tree & Sons Inc 401(…$266KJhp Corporation 401(k) Plan$266KH&x Inc 401(k) Plan$266K
End-of-year total assets ($M) among Obligated Holdings 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Obligated Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Obligated Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$266K 32.622772101513576% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 202220232024 $0.39M $0.27M ▼ -30.8%
Year Plans Participants Total Assets
2022 1 1 $394K
2023 1 1 $447K
2024 1 1 $266K

Obligated Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$447K
Net Assets (End of Year)$266K
Net Income-$181K
Employer EIN843658805
Plan Effective Date2019-11-13
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Obligated Holdings 401(k) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Obligated Holdings 401(k), Total assets ($B): 0.000265756 · Participants: 1Obligated Holdings 401(k)IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Obligated Holdings 401(k) vs. nearby 401(k) plans in New York, assets vs. participants
Compare Obligated Holdings 401(k) side-by-side with 3 peers →

Obligated Holdings 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Family First Insurance Group, Inc. 401(k) Profit Sharing Plan in OH ($266K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Obligated Holdings 401(k) assets move in 2024? ▼
Obligated Holdings 401(k) contracted severely - down 40.5% during 2024, from $447K to $266K. Reported net income was -$181K.
How have Obligated Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Obligated Holdings, Inc.'s sponsor-wide assets declined 32.6%, from $394K to $266K.
Where does Obligated Holdings 401(k) rank by assets among Form 5500 filers? ▼
Obligated Holdings 401(k) ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Obligated Holdings 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Family First Insurance Group, Inc. 401(k) Profit Sharing Plan in OH ($266K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Obligated Holdings 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 843658805.

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.