401(k) · DOL Form 5500 · 2023
Party City Holdings Inc. 401(k) Plan
Data updated 2026-08-25
- $261M
- Total assets Near avg plan size
- 5,331
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $48,956
- Avg per participant Low balance/head
Official DOL plan name: Party City Holdings Inc. 401(k) Plan · Sponsored by Party City Holdings Inc. · New Jersey · Retail Trade
$261M in assets, 5,331 participants
Party City Holdings Inc.'s Party City Holdings Inc. 401(k) Plan reported $261M in total assets and 5,331 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,206 in Retail Trade (8,414 peers)
Coverage in New Jersey
Party City Holdings Inc. 401(k) Plan covers 5,331 participants in New Jersey, 6.3x the typical New Jersey plan (state average ~844 per filing). Assets: $261M.
- #8,206
- in Retail Trade (8,414 peers)
- +10.9%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Party City Holdings Inc. 401(k) Plan's outsized position by total assets
Party City Holdings Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$260,983,409 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Party City Holdings Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Party City Holdings Inc. 401(k) Plan lands in the large band (5,331 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Party City Holdings Inc. 401(k) Plan reported net income rose from -$50M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Party City Holdings Inc. 401(k) Plan end-of-year assets rose from $235M in the plan year 2022 filing to $261M in the plan year 2023 filing.
- Party City Holdings Inc. 401(k) Plan reported participants fell from 5,709 in the plan year 2022 filing to 5,331 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 201033029 · Party City Holdings Inc. PY 2023 · 401(k)
Party City Holdings Inc. 401(k) Plan · $261M · 5,331 · 96th
- PHOTO $261M
- PHOTO 5,331
- PHOTO 96th
- PHOTO 401(k)
- PHOTO near Quorum Health Retirement Savings Plan
- PHOTO ind #8206
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 Jersey →
Party City Holdings Inc. 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $235M |
|---|---|
| Net Assets (End of Year) | $261M |
| Net Income | $26M |
| Employer EIN | 201033029 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Party City Holdings Inc.)
Sponsor-wide plan assets over time
All Party City Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $506M 115.00033301720956% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,709 | $235M |
| 2023 | 1 | 5,331 | $261M |
| 2024 | 2 | 9,424 | $506M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Scale composition for Party City Holdings Inc. 401(k) Plan
Party City Holdings Inc. 401(k) Plan reports $261M in end-of-year assets across 5,331 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $48,956 per participant (35% of the national average assets-per-participant) . Net income for plan year 2023 was $26M.
This plan identity (EIN 201033029, plan #001) has 4 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $235M to $221M (-6.1%) while covered participants moved from 5,709 to 5,268 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,709 | $235M | Open filing |
| 2023 | 5,331 | $261M | This page |
| 2024 | 4,156 | $285M | Open filing |
| 2024 · index core | 5,268 | $221M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Party City Holdings Inc. 401(k) Plan (401(k), $221M, 5,268 participants)
Party City Holdings Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Quorum Health Retirement Savings Plan in TN ($261M); by covered participants it is Learn It Systems, LLC 401(k) Plan in MD (5,330 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($261M here).
- Quorum Health Retirement Savings Plan (TN) $261M · 6,235
- The Kenan Advantage Group, Inc. 401(k) Plan (OH) $261M · 6,694
- Central South Carpenters and Milwrights Defined Contribution Fund (TN) $261M · 16,820
- Enovis 401(k) Savings Plan Plus (DE) $261M · 2,098
Similar participant headcount
Nearest other-state filings by covered participants (5,331 participants); asset peers above are excluded.
- Learn It Systems, LLC 401(k) Plan (MD) 5,330 · 1 off
- Churchill Downs Incorporated 401(k) Retirement Plan (KY) 5,332 · 1 off
- Murphy USA Inc. Savings Plan (AR) 5,328 · 3 off
- Thrift & Investment Plan of Norfolk Southern Corporation and Participating Subsidiary Companies (GA) 5,335 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.