401(k) Monitor

Holding companies 401(k) plans with 1,000 to 4,999 participants

168 large 401(k) plans sit in holding companies and reported 1,000 to 4,999 participants on their latest Form 5500. All of them are listed here, ranked by active participants.

Active participants means people still building up a balance, which is the count Form 5500 reports separately from total participants. Every plan links to its own page, where the figures below come with the filing they were read from.

The plans

Ranked by active participants, the same order the site publishes plan pages in. Assets are Schedule H total assets at end of plan year, in USD. Cost per participant is plan-paid administrative expense, and a filing that itemized none says so instead of showing a zero.
#PlanStateActiveAssetsCost / participant
1The Sundt Companies 401(k) PlanThe Sundt Companies, Inc.AZ4,565$201.1M$17.08
2Aeg Vision 401(k) PlanAcuity Eyecare Holdings, LLCTX4,353$102.4M$83.62
3Public Service Enterprise Group Inc. Thrift & Tax Deferred Savings PlanPublic Service Enterprise Group IncorporatedNJ4,086$2.3Bnot itemized
4Chugach 401(k) PlanChugach Alaska CorporationAK4,058$256.0M$135.31
5Chemed/Roto Rooter Savings & Retirement PlanChemed CorporationOH3,782$371.1M$40.43
6American Fidelity Companies Employee Savings PlanAmerican Fidelity CorporationOK3,713$870.5M$6.93
7The Goodman Group, Its Members & Affil. Retirement Savings PlanThe Goodman Group, Inc.MN3,652$79.5M$49.44
8Savage Companies Retirement & Employee Savings PlanSavage CompaniesUT3,575$345.8M$127.42
9Universal Logistics Holdings, Inc. 401(k) PlanUniversal Logistics Holding, Inc.MI3,565$57.8M$6.60
10Osmose 401(k) PlanOsmose Utilities Services, Inc.GA3,530$202.1M$108.68
11Midland Retirement PlanMidfirst BankOK3,237$485.6M$127.32
12Fernandez Holdings, Inc. 401(k) PlanFernandez Holdings, Inc.CA3,228$121.4M$185.87
13401(k) Plan For Employees Of Fanduel Group, Inc. And SubsidiariesFanduel Group, Inc.NY3,157$157.7M$78.03
14Kansas City Southern 401(k) And Profit Sharing PlanKansas City SouthernMO3,086$192.3M$76.18
15The Centria Group 401(k) PlanCentria Healthcare, LLCMI3,057$11.9M$28.37
16Nana Regional Corporation, Inc. Compensation Deferral PlanNana Regional Corporation, Inc.AK2,963$199.4M$112.57
17Process Equipment Group 401(k) Savings PlanHillenbrand, Inc.IN2,940$545.1M$67.27
18Fortune Brands Innovations Hourly Employee Retirement Savings PlanFortune Brands Innovations, Inc.IL2,940$68.5M$105.40
19Central Bancompany Tax Reduction Thrift 401(k) PlanCentral BancompanyMO2,893$400.7M$80.63
20Pregis LLC Retirement And Savings PlanPregis LLCIL2,874$185.1M$86.30
21Nibe USA 401(k) Retirement PlanNibe Energy Systems, Inc.IN2,859$157.4M$145.27
22Atlantic Aviation Fbo Inc. 401(k) PlanAtlantic Aviation Fbo Inc.TX2,858$109.9M$63.85
23Concept Consulting LLC, 401(k) PlanConcept Consulting, LLCCO2,848n/anot itemized
24Brambles USA 401(k) PlanBrambles USA, Inc.FL2,839$304.5M$26.97
25Globe Life Inc. Savings And Investment PlanGlobe Life Inc.TX2,816$258.5M$111.65
26The Laitram Employees' Incentive Savings PlanLaitram LLCLA2,811$614.1M$20.14
27Nextech 401(k) PlanAres Holdings, LLCFL2,801$56.5M$63.60
28Granite Retirement Savings PlanGranite Equity PartnersMN2,777$283.4M$45.30
29Halma Holdings Inc. Profit Sharing/Savings Retirement PlanHalma Holdings Inc.NJ2,755$294.0M$90.98
30Plexus Corp. 401(k) Retirement PlanPlexus Corp.WI2,714$606.1M$95.54
31Hawaiian Electric Industries Retirement Savings PlanHawaiian Electric Industries, Inc.HI2,688$780.7M$118.75
32Mativ Holdings, Inc. 401(k) Retirement PlanMativ Holdings, Inc.GA2,682$508.1M$37.28
33Firstbank Holding Company Savings And ESOPFirstbank Holding CompanyCO2,641$651.3M$29.91
34Armstrong 401(k) PlanArmstrong Holdings, Inc.PA2,635$168.4M$68.91
35Maritz Holdings Inc. Employees' Investment PlanMaritz Holdings Inc.MO2,587$465.5M$56.19
36Thyssenkrupp 401(k) Plan North AmericaThyssenkrupp North America, LLCOR2,545$384.0M$74.81
37Koch Companies 401(k) PlanKoch Enterprises, Inc.IN2,537$284.5M$82.93
38Fs Brands 401(k) PlanFs Brands, Inc.MA2,428$127.5M$82.67
39Viad Corp Capital Accumulation PlanViad CorpAZ2,398$263.0M$90.47
40Warren Equipment Company 401(k) Retirement And Savings PlanWarren Equipment CompanyTX2,372$238.7M$133.86
41Independent Stave Company, LLC 401(k) Profit Sharing PlanIndependent Stave Company, LLCMO2,307$112.9M$111.95
42Watkins Associated Industries, Inc. Employees' Incentive Savings PlanWatkins Associated Industries, Inc.GA2,300$135.6M$71.22
43Tuckahoe Holdings 401(k) PlanTuckahoe Holdings, LLCVA2,291$33.9M$48.59
44Oge Energy Corp. Employees' Stock Ownership And Retirement Savings PlanOge Energy Corp.OK2,284$834.1M$100.65
45Crane Nxt, Co. Savings And Investment PlanCrane Nxt, Co.MA2,262$373.2M$149.25
46Acuity Brands, Inc. 401(k) PlanAcuity Brands, Inc.GA2,255$521.2M$95.01
47Hendricks Group 401(k) PlanHendricks Holding Co., Inc.WI2,198$73.6M$86.22
48Snf Holding Company 401(k) Retirement PlanSnf Holding CompanyGA2,193$182.5M$119.94
49Gibraltar 401(k) PlanGibraltar Steel Corporation Of New YorkNY2,116$175.3Mnot itemized
50Pla 401(k) PlanPla Buyer, LLCTX2,115$14.2M$41.25
51Cenlar Capital Corporation 401(k) Savings PlanCenlar Capital CorporationNJ2,111$167.8M$16.70
52Zips Carwash 401(k) Retirement Savings PlanZips Car Wash, LLCTX2,097$3.2M$12.20
53Lynden 401(k) Retirement Savings Plan & TrustLynden IncorporatedWA2,094$435.4M$85.77
54401(k) Plan For The Washington Post And CompaniesNash Holdings LLCWA2,091$565.8Mnot itemized
55Bobby Cox Companies, Inc. 401(k) Savings PlanBobby Cox Companies, Inc.TX2,089$23.3M$5.94
56Concept 2001, Inc. 401(k) PlanConcept 2001, Inc.SC1,992$31.2M$33.65
57Edgewell Personal Care 401(k) PlanEdgewell Personal Care CompanyCT1,989$672.2M$174.18
58Suntory Global Spirits Retirement Savings PlanSuntory Global Spirits, Inc.NY1,967$631.2M$48.38
59Hoya Shared Savings PlanHoya Holdings, Inc.CA1,889$173.4M$181.70
60State Bankshares 401(k) Profit Sharing PlanState Bankshares, Inc.ND1,878$319.4M$14.64
61Savvas Learning Company LLC Retirement PlanSavvas Learning Company LLCNJ1,855$397.1M$110.69
62Rwe America 401(k) PlanRwe Clean Energy Services, LLC.TX1,847$206.1M$76.85
63Energizer 401(k) PlanEnergizer Holdings, Inc.MO1,827$585.2M$142.31
64Westlake Services Holding Company Employee Stock Ownership PlanWestlake Services Holding CompanyCA1,803$507.3M$1,932.20
65The Hiller Companies Defined Contribution PlanThe Hiller Companies, LLC.AL1,785$69.4M$102.50
66Angmar Medical Holdings, Inc. 401(k) PlanAngmar Medical Holdings, Inc.TX1,776$21.7M$68.91
67International Bancshares Corporation Employees Profit Sharing Plan And TrustInternational Bancshares CorporationTX1,757$108.0Mnot itemized
68401(k) Plan For Sotera HealthSotera Health Holdings, LLCOH1,732$192.4M$218.29
69Pon North America Inc. Defined Contribution PlanPon North America, Inc.TX1,724$117.8M$144.10
70Equipment Depot Defined Contribution PlanEquipment Depot, Inc.TX1,699$155.2M$139.09
71Shiseido Americas Group Retirement PlanShiseido Americas CorporationNY1,676$360.3M$86.54
72Security Benefit Associates Profit Sharing And Savings PlanEldridge Wealth Solutions, Inc.KS1,664$389.2M$13.22
73Rackspace US, Inc. 401(k) PlanRackspace, US Inc.TX1,650$404.8M$50.48
74Nearu 401(k) PlanAdpd Holdings LLC D/B/A NearuNC1,641$25.8M$120.02
75The Tatitlek Corporation 401(k) PlanThe Tatitlek CorporationAK1,626$38.9M$72.38
76B. F. Saul Company Employees' 401(k) Retirement PlanB. F. Saul CompanyMD1,576$263.3M$128.00
77Csc Generation Holdings, LLC 401(k) PlanCsc Generation Holdings, LLCIN1,537$49.5M$54.35
78Fives Retirement Savings PlanFives Inc.MI1,506$314.4M$68.35
79Hush 401(k) Retirement Savings PlanHunting U.S. Holdings, Inc.TX1,506$194.0M$134.97
80Icbd Holdings, LLC 401(k) PlanIcbd Holdings, LLCFL1,484$11.8M$61.93
81Cincinnati Bell Retirement Savings PlanCincinnati Bell Inc.OH1,480$506.2M$57.82
82Berkadia 401(k) Retirement PlanBerkadia Commercial Mortgage LLCPA1,461$334.3M$106.76
83Cams 401(k) PlanConsolidated Asset Management Services, LLCTX1,449$202.8M$282.46
84Mueller Group, LLC Retirement Savings Plan No. 2Mueller Group, LLCGA1,437$59.9M$11.84
85Kindeva Drug Delivery L.P. 401(k) PlanKindeva Drug Delivery L.P.MN1,430$106.4M$121.53
86Stephens Employees' 401(k) Profit Sharing Plan And TrustStephens Shared Services LLCAR1,399$409.3M$99.65
87National Bank Holdings Corporation 401(k) PlanNational Bank Holdings CorpMO1,397$76.7M$176.30
88Acuity Brands Lighting, Inc. 401(k) Plan For Hourly EmployeesAcuity Brands, Inc.GA1,385$16.7M$22.95
89Pohlad Companies Retirement Savings PlanPohlad Companies, LLCMN1,358$371.4M$119.78
90Src Employees Savings TrustSrc Holdings CorporationMO1,355$115.9M$21.99
91Crest Industries, LLC & Affiliated Companies Profit Sharing 401(k) Plan And TrustCrest Industries, LLCLA1,338$68.2M$34.71
92Mirabito Holdings, Inc. 401(k) PlanMirobito Holdings, Inc.NY1,326$50.4M$65.70
93Curia 401(k) PlanCuria Global, Inc.NY1,319$285.7M$100.98
94Mercalis Inc. 401(k) Profit Plan And TrustMercalis Inc.NC1,309$69.2M$130.45
95Holden Industries, Inc. Retirement PlanHolden Industries, Inc.IL1,277$78.2M$174.07
96Replacement Parts, Inc. 401(k) Retirement Savings PlanReplacement Parts, Inc.AR1,235$39.4M$41.82
97National Fuel Gas Company Tax Deferred Savings Plan For Non-Union EmployeesNational Fuel Gas CompanyNY1,216$438.4M$5.00
98Addiction Recovery Care LLC 401(k) PlanAddiction Recovery Care LLCKY1,216$4.8M$48.35
99Fresh Direct Bargaining Unit 401(k) PlanFresh Direct Holdings, Inc.NY1,200$12.4M$72.03
1001st Source Corporation Employee Stock Ownership And Profit Sharing Plan1st Source CorporationIN1,196$268.0M$119.23
101Legal & General America, Inc. Savings PlanLegal & General America, Inc.MD1,194$218.8M$143.35
102Momentum 401(k) PlanMomentum Platform, LLCTX1,106$98.3M$134.10
103Doyon 401(k) Savings And Retirement PlanDoyon, LimitedAK1,096$155.6M$100.36
104Community Dental Partners 401(k) PlanStrategic Dental Executives LLC Dba Community Dental PartnersTX1,080$11.0M$58.26
105Sempra Savings PlanSempraCA1,078$500.0M$23.00
106Zep Inc. 401(k) PlanZep Inc.GA1,067$160.0M$117.60
107Primary Residential Mortgage, Inc. 401(k) PlanPrimary Residential Mortgage, Inc.UT1,066$81.7M$264.08
108The Aleut Corporation 401(k) Retirement PlanThe Aleut CorporationAK1,065$55.5M$42.37
109The Adam Corporation/Group 401(k) PlanThe Adam Corporation/GroupTX1,061$70.7M$63.95
110Arka Group, L.P. Retirement Savings PlanArka Group, L.P.CT1,055$132.8M$16.05
111Ams Osram Savings PlanOsram Sylvania Inc.NH1,047$486.9M$346.62
112The Churchill Companies Retirement Savings PlanThe Churchill CompaniesMN1,045$216.8M$81.29
113Curran Group Retirement PlanCurran Group, Inc.IL1,044$226.3M$163.33
114Diamondback E & P LLC 401(k) PlanDiamondback E & P LLCOK1,028$250.7M$122.71
115National Fuel Gas Company Tax Deferred Savings PlanNational Fuel Gas CompanyNY1,022$132.9M$5.40
116Qcr Holdings, Inc. 401(k) PlanQcr Holdings, Inc.IL1,013$152.1M$252.42
117Kyocera Retirement Savings PlanKyocera International, Inc.CA1,012$273.9M$39.99
118Friendship Foundation 401(k) PlanFriendship FoundationVA1,009$17.5M$41.11
119Pvi Holdings, Inc.401(k) Profit Sharing PlanPvi Holdings, Inc.TX1,006$107.8M$165.07
120Rudd Group Retirement PlanLrico Services, LLCKS1,005$48.6M$133.48
121Viking Group, Inc. Savings And Retirement PlanViking Group, Inc.MI998$131.9M$67.98
122Xl Companies 401(k) Retirement PlanXl Companies, LLCNV989$5.4M$19.39
123City Holding Company 401(k) Plan And TrustCity Holding CompanyWV949$96.2M$83.26
124Harbisonwalker International 401(k) PlanHarbisonwalker International, Inc.PA939$127.3M$38.32
125Moelis & Company Group Lp 401(k) Profit Sharing PlanMoelis & Company Holdings LpNY932$206.4M$80.24
126The Employee 401(k) Retirement PlanContran CorporationTX931$293.3M$33.98
127Interlock Industries, Inc. 401(k) Profit Sharing PlanInterlock Industries, Inc.KY929$38.8M$26.00
128Jsj Corporation Retirement Savings And Investment PlanJsj CorporationMI927$128.2M$177.42
129Indicor Retirement Savings Plan 103Indicor LLCNC919$140.7M$93.78
130Omron Savings And Retirement PlanOmron Management Center Of America, Inc.IL917$293.1M$138.20
131Applied Underwriters Inc. Retirement Saving PlanApplied Underwriters Inc.NE909$94.0M$83.02
132The Queen Casino & Entertainment Inc. 401(k) PlanThe Queen Casino & Entertainment Inc.IL903$29.4M$89.30
133Lvmh Affiliates' 401(k) Plan, Wines & SpiritsLvmh Inc.NY901$166.1Mnot itemized
134Yam Management 401(k) PlanYam Management, LLCAZ889$58.7M$69.87
135Peoples First Properties Retirement Savings PlanPeoples First Properties, Inc.FL884$21.1M$111.79
136Tosoh America, Inc. Savings And Retirement PlanTosoh America, Inc.OH849$128.7M$113.16
137Link-Belt Employees' Savings & Investment PlanLbce Holdings, Inc.KY841$154.7M$98.54
138Beasley Mezzanine Holdings, LLC 401(k) PlanBeasley Mezzanine Holdings, LLCFL832$116.2M$109.34
139Futuretech Holding Company 401(k) PlanFuturetech Holding CompanyGA829$37.3M$37.34
140Puris, LLC 401(k) PlanPuris, LLCTX820$27.9M$90.97
141Horizon Bancorp Employees' Thrift PlanHorizon BancorpIN817$67.1M$157.30
142Great Southern Bancorp, Inc. 401(k) PlanGreat Southern Bancorp, Inc.MO812$69.6M$19.94
143Capital City Bank Group, Inc. 401(k) PlanCapital City Bank Group, Inc.FL801$56.8M$111.77
144U.S. Occmed Holdings, LLC 401(k) PlanUsoh 401(k), LLCTX789$37.2M$13.28
145Data Analysis, Inc. Investment Plan And TrustData Analysis, Inc.CA787$89.8M$35.11
146Woodside Energy USA Services Inc. Retirement Savings PlanWoodside Energy USA Services Inc.TX778$1.2B$373.64
147Summit Automotive Partners Retirement Savings PlanSummit Automotive PartnersCO770$37.7M$122.66
148Utf Trucking Bargaining Unit 401(k)Fresh Direct Holdings, Inc.NY749$15.9M$95.35
149The Boldt Company's Retirement PlanThe Boldt Group Inc.WI743$146.1M$180.40
150Virgin Galactic, LLC 401(k) PlanVirgin Galactic, LLCCA741$100.6M$97.25
151Travelport Employee Savings PlanTravelport Inc.GA727$420.6M$237.53
152Cpl Pacific 401(k) Savings PlanCpl Pacific, LLCGU727$26.4M$122.33
153Gatx Corporation Salaried Employees Retirement Savings PlanGatx CorporationIL685$240.4M$6.13
154Eyesight Holding Co., LLC 401(k) PlanEyesight Holding Co., LLCTX681$12.4M$82.42
155Nantworks, LLC Retirement PlanNantworks, LLCCA659$122.0M$64.81
156Lone Star National Bancshares-Texas, Inc. Employee Stock Ownership PlanLone Star National Bancshares-Texas, Inc.TX634$36.5M$130.84
157Macquarie Management Holdings, Inc. Employees' Savings And 401(k) PlanMacquarie Management Holdings, Inc.NY603$413.6M$70.58
158Toshiba America, Inc. 401(k) Savings PlanToshiba America, Inc.CA601$511.7M$163.46
159Mgic Profit Sharing And Savings PlanMgic Investment CorporationWI570$344.7M$10.52
160Ventra Health Retirement PlanVentra Health, Inc.TX555$30.0M$116.56
161Platinum Equity 401(k) PlanPlatinum Equity, LLCCA484$313.1M$60.74
162The Connecticare Savings And Investment PlanConnecticare Capital, LLCCT472$147.3M$56.06
163Fresh Direct 401(k) PlanFresh Direct Holdings, Inc.NY347$45.6M$216.47
164Santafe Healthcare, Inc. 401(k) Retirement Savings PlanSantafe Healthcare, Inc.FL312$62.3M$87.87
165Direct Auction Services, LLC 401(k) PlanDirect Auction Services, LLCTN302$2.6M$115.90
166The Putnam Retirement PlanPutnam Investments, LLCCO0$555.8M$24.70
167Southwestern Energy Company 401(k) Savings PlanSouthwestern Energy CompanyTX0$109.4M$148.85
168Instant Brands Retirement Income PlanInstant Brands Holdings Inc.IL0$0$138.57

Other plan sizes in Holding companies

Fees per participant fall as plans get bigger, so the useful comparison is inside a size band rather than across them.

100 to 499 participants (287)500 to 999 participants (119)5,000 or more participants (69)

Back to Holding companies

Holding companies 401(k) plans has the median plan-paid fee, the largest plans, and the other size bands. The whole directory starts at industries.