Holding companies 401(k) plans with 500 to 999 participants
119 large 401(k) plans sit in holding companies and reported 500 to 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
| # | Plan | State | Active | Assets | Cost / participant |
|---|---|---|---|---|---|
| 1 | Orion Group 401(k) PlanOrion Group Management, Inc. | NY | 2,100 | $87.8M | $175.18 |
| 2 | Batesville Savings PlanBatesville Services LLC | IN | 1,646 | $210.4M | $356.82 |
| 3 | Soave Enterprises L.L.C. Savings And Profit Sharing Plan And TrustSoave Enterprises, LLC | MI | 1,047 | $58.1M | $173.87 |
| 4 | Pga Companies 401(k) PlanVulcan LLC | WA | 1,015 | $209.5M | not itemized |
| 5 | Jrmb II, Inc. 401(k) PlanJrmb II, Inc. | OK | 963 | $30.3M | $55.02 |
| 6 | Southern Dental Alliance 401(k) PlanVsm Management, LLC | GA | 820 | $5.2M | $57.27 |
| 7 | Edpo, LLC Employees Savings TrustEdpo, LLC | IL | 795 | $30.4M | $150.33 |
| 8 | Huizenga Manufacturing Group Retirement Savings PlanHuizenga Manufacturing Group, Inc. | MI | 770 | $48.5M | $106.46 |
| 9 | Cams Union Retirement PlanConsolidated Asset Management Services, LLC | TX | 766 | $89.5M | $300.73 |
| 10 | Coadap LLC Profit Sharing 401(k) PlanCoadap LLC | PA | 750 | $47.0M | $20.58 |
| 11 | Performance Bankers, Inc. Retirement Savings PlanPerformance Bankers, Inc. | SD | 732 | $101.2M | $208.02 |
| 12 | Sic LLC 401(k) PlanSeven Isles Capital LLC | FL | 730 | $6.9M | $95.29 |
| 13 | Unaka Company 401(k) Profit Sharing PlanUnaka Company, Inc. | TN | 722 | $39.5M | $49.79 |
| 14 | S&K Technologies, Inc. 401(k) Profit Sharing Plan And TrustS&K Technologies, Inc. | MT | 719 | $59.0M | $365.06 |
| 15 | Ceva U.S. Holdings 401(k) PlanCeva U.S. Holdings, Inc. | KS | 718 | $71.0M | $177.44 |
| 16 | Gatx Corporation Hourly Employees Retirement Savings PlanGatx Corporation | IL | 718 | $23.6M | $14.87 |
| 17 | Cinch Home Services, Inc. And Affiliates 401(k) Retirement PlanPlan Employer Cinch Home Services Inc. | FL | 713 | $47.8M | $33.16 |
| 18 | Avis Industrial Corporation 401(k) PlanAvis Industrial Corporation | IN | 693 | $47.7M | $130.38 |
| 19 | Corfin Holdings, Inc. 401(k) PlanCorfin Holdings, Inc. | NY | 678 | $41.8M | $186.16 |
| 20 | Clearbrook Holdings Corp 401(k) PlanClearbrook Holdings Corp | TN | 667 | $8.3M | $88.67 |
| 21 | Black Forest 401(k) PlanBlack Forest Ventures, LLC | TX | 666 | $21.8M | $65.17 |
| 22 | Arbor Realty Sr, Inc. 401(k) Retirement PlanArbor Realty Sr, Inc. | NY | 659 | $93.3M | not itemized |
| 23 | Life And Specialty Ventures, LLC 401(k) PlanLife And Specialty Ventures LLC | AR | 657 | $138.2M | $99.81 |
| 24 | Omya Industries Inc. 401(k) Savings PlanOmya Industries Inc. | OH | 647 | $195.4M | $122.06 |
| 25 | James River Group, Inc. 401(k) PlanJames River Group, Inc. | VA | 645 | $100.7M | $70.09 |
| 26 | Vip 401(k) PlanVeterinary Innovative Partners LLC | PA | 633 | $10.6M | $115.51 |
| 27 | React Health 401(k) Plan3b Medical, Inc. | FL | 630 | $28.1M | $195.18 |
| 28 | Avenu Insights & Analytics, LLC 401(k) PlanAvenu Insights & Analytics, LLC | VA | 620 | $65.1M | $271.90 |
| 29 | Huse Culinary Inc. 401(k) PlanHuse Culinary Inc. | IN | 620 | $11.7M | $27.16 |
| 30 | Gridtek 401(k) PlanThe Goldfield Corporation And Subsidiaries | FL | 619 | $20.0M | $121.14 |
| 31 | Hps Investment Partners, LLC 401(k) PlanHps Investment Partners, LLC | NY | 616 | $102.5M | $172.64 |
| 32 | Blue Danube Retirement PlanBlue Danube Incorporated | TX | 615 | $41.0M | $167.25 |
| 33 | Salo Incorporated 401(k) PlanSalo Inc. | OH | 612 | $27.5M | $88.77 |
| 34 | Cincinnati Bell Inc. Savings And Security PlanCincinnati Bell Inc. | OH | 610 | $110.4M | $63.88 |
| 35 | The Cypress Companies, Inc. Retirement And Profit Sharing PlanThe Cypress Companies, Inc. | OH | 610 | $52.3M | $194.27 |
| 36 | Diploma Holdings, Inc. 401(k) PlanDiploma Holdings, Inc. | FL | 609 | $46.8M | $116.78 |
| 37 | Oliver Companies 401(k) PlanOliver Companies, Inc. | MN | 599 | $4.4M | $40.47 |
| 38 | Dacotah Banks, Inc. 401(k) Savings PlanDacotah Banks, Inc. | SD | 598 | $107.0M | $152.46 |
| 39 | Rolling Plains Construction Employee Savings TrustRolling Plains Construction Inc. | CO | 597 | $10.8M | $85.85 |
| 40 | Newtekone, Inc. 401(k) PlanNewtekone, Inc. | NY | 596 | $41.6M | $197.31 |
| 41 | Sba Defined Contribution Plan For Primis BankPrimis Bank | VA | 593 | $44.4M | $383.02 |
| 42 | Craig Realty Group Retirement Savings PlanEureka Realty Partners Inc. Dba Craig Realty Group | CA | 576 | $7.8M | $81.96 |
| 43 | Lsb Industries, Inc. 401(k) PlanLsb Industries, Inc. | OK | 572 | $60.3M | $61.24 |
| 44 | Belmont Capital Tax Deferred Savings Plan And TrustBelmont Capital LLC | MA | 570 | $36.7M | $190.05 |
| 45 | Ted's Montana Grill, Inc. 401(k) PlanTed's Montana Grill, Inc. | GA | 568 | $6.9M | $55.11 |
| 46 | Miami Nation Enterprises 401(k) Profit Sharing PlanMiami Nation Enterprises | OK | 559 | $15.4M | $83.11 |
| 47 | Marshall & Sterling Enterprises, Inc. 401(k) PlanMarshall & Sterling Enterprises, Inc. | NY | 558 | $68.6M | $75.59 |
| 48 | Cl Enterprises 401(k) PlanCl Enterprises, LLC | IL | 555 | $8.1M | $87.54 |
| 49 | Cypress 401(k) PlanLee Fp, Inc. Dba Cypress Living | FL | 547 | $13.7M | $133.40 |
| 50 | The Partner Companies 401(k) PlanThe Partner Companies LLC | IL | 546 | $30.0M | $285.53 |
| 51 | Jmac, Inc. 401(k) PlanJmac, Inc. | OH | 543 | $45.5M | $181.55 |
| 52 | Copper River 401(k) PlanAlaska Native General Services (Angs) Dba Copper River Management Co | VA | 519 | $44.4M | $182.01 |
| 53 | T.F. Warren Group Retirement Savings PlanT. F. Warren Group Corporation | AL | 510 | $20.1M | $159.90 |
| 54 | The Fort Miller Group Incentive Savings PlanThe Fort Miller Group, Inc. | NY | 505 | $81.4M | $158.30 |
| 55 | Ko-Kwel Enterprises 401(k) PlanCoquille Economic Development Corporation | OR | 505 | $15.3M | $183.13 |
| 56 | E. D. & F. Man Holdings, Inc. Savings & Investment PlanE.D. & F. Man Holdings, Inc. | LA | 502 | $117.0M | $51.68 |
| 57 | Aeg Retirement PlanOpm Services, LLC | CA | 500 | $13.0M | $75.26 |
| 58 | Premier Parks, LLC 401(k) PlanPremier Parks, LLC | OK | 492 | $8.3M | $90.59 |
| 59 | First National Bank Of America Retirement PlanFirst National Bank Of America | MI | 489 | $54.2M | $259.28 |
| 60 | Jake Sweeney Automotive, Inc. 401(k) PlanJake Sweeney Automotive, Inc. | OH | 488 | $26.9M | $132.00 |
| 61 | Folience 401(k) Savings PlanFolience, Inc. | IA | 486 | $38.5M | $228.86 |
| 62 | Prestige Services Corp. 401(k) PlanPrestige Services Corp. | NY | 482 | $78.6M | $37.48 |
| 63 | Bwc 401(k) Savings PlanBwc Terminal Holdings LLC | TX | 475 | $50.2M | $123.78 |
| 64 | Summit Financial Group, Inc. Defined Contribution PlanBurke & Herbert Finanical Services Corp. | WV | 472 | $46.1M | $178.82 |
| 65 | Darrsave 401(k) PlanDarr Equipment, Lp | TX | 472 | $25.5M | $177.64 |
| 66 | Altagas Services (U.S.) Inc. 401(k) PlanAltagas Services (U.S.) Inc. | MI | 470 | $125.6M | $50.84 |
| 67 | Partners Enterprise Capital Holdings LLC 401(k) Savings PlanPartners Enterprise Capital Holdings LLC | IL | 470 | $77.9M | $95.84 |
| 68 | Burnham Holdings, Inc. Savings Plan ABurnham Holdings, Inc. | PA | 467 | $67.0M | $115.73 |
| 69 | Banterra Corp. Profit Sharing PlanBanterra Corp. | IL | 464 | $74.8M | $315.65 |
| 70 | East Management Services 401(k) PlanEast Management Services, LLC | FL | 461 | $49.8M | $116.80 |
| 71 | Midi Enterprises, LLC 401(k) PlanMidi Enterprises, LLC | ND | 460 | $10.2M | $100.42 |
| 72 | Screen (USA) Retirement PlanScreen North America Holdings, Inc. | IL | 450 | $139.2M | $47.95 |
| 73 | Heidelberg Retirement Savings PlanHeidelberg Americas, Inc. | GA | 445 | $228.7M | $255.89 |
| 74 | Repay Management Services, LLC 401(k) PlanRepay Management Services LLC | GA | 444 | $33.5M | $229.86 |
| 75 | Blue Ridge Bankshares, Inc. 401(k) PlanBlue Ridge Bankshares, Inc. | VA | 444 | $27.4M | $171.23 |
| 76 | Msc Services 401(k) PlanMsc Services, LLC | CO | 443 | $22.5M | $141.79 |
| 77 | Alliance Industries, Inc. 401(k) PlanAlliance Industries, Inc. | OH | 440 | $16.3M | $48.14 |
| 78 | Campus Hollywood, Inc. 401(k) PlanCampus Hollywood, Inc. | CA | 434 | $6.4M | $3.31 |
| 79 | Oglethorpe, Inc. 401(k) PlanOglethorpe, Inc. | FL | 433 | $5.6M | $165.30 |
| 80 | 4-Horn Management 401(k) PlanLd Services, LLC | TX | 431 | $10.0M | $125.65 |
| 81 | Telacu Accumulation PlanThe East Los Angeles Community Union | CA | 423 | $44.1M | $84.61 |
| 82 | General Atlantic Service Company, L.P. Retirement PlanGeneral Atlantic Service Company, L.P. | NY | 420 | $128.2M | $102.98 |
| 83 | Merchants Financial Group, Inc. 401(k) Savings PlanMerchants Financial Group, Inc. | MN | 419 | $64.9M | $4.06 |
| 84 | The United Company Retirement PlanThe United Company | VA | 418 | $42.2M | $225.26 |
| 85 | Trade Supply Group, Inc. 401(k) Profit Sharing PlanTrade Supply Group, LLC | NY | 416 | $24.6M | $186.38 |
| 86 | Metalico, Inc. Savings PlanMetalico, Inc. | NJ | 414 | $12.5M | $13.01 |
| 87 | Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & TrustNeiman Enterprises, Inc. | WY | 412 | $47.8M | $14.73 |
| 88 | Radians, Inc. 401(k) PlanRadians, Inc. | TN | 411 | $20.0M | $152.69 |
| 89 | Burnham Holdings, Inc. Savings Plan BBurnham Holdings, Inc. | PA | 411 | $13.5M | $26.89 |
| 90 | Nfc 401(k) PlanNorthwest Financial Corp | IA | 409 | $65.6M | $306.66 |
| 91 | Transtar, LLC Savings PlanTranstar, LLC | PA | 407 | $43.9M | $410.31 |
| 92 | Koniag 401(k) Savings PlanKoniag, Inc. | AK | 406 | $62.9M | $189.26 |
| 93 | Shapco Inc. 401(k) Savings PlanShapco Inc. | CA | 405 | $26.4M | $140.15 |
| 94 | Clearchoice Dental Implant Centers 401(k) Profit Sharing Plan And TrustClearchoice Management Services, LLC | NY | 393 | $26.4M | $141.13 |
| 95 | Xtra 401(k) Savings And Retirement PlanXtra Corporation | MO | 389 | $92.2M | $131.02 |
| 96 | Woodbolt Distribution 401(k) PlanWoodbolt Distribution, LLC | TX | 387 | $23.9M | $181.68 |
| 97 | Vital Enterprises LLC 401(k) Retirement PlanVital Enterprises LLC | OR | 384 | $25.9M | $103.25 |
| 98 | Sabine Bancshares, Inc. 401(k) PlanSabine, Bancshares, Inc. | LA | 365 | $20.1M | $21.60 |
| 99 | Itw Bargaining Savings And Investment PlanIllinois Tool Works Inc. | IL | 357 | $19.8M | $38.45 |
| 100 | Sealaska Corporation 401(k) PlanSealaska Corporation | AK | 351 | $58.1M | $207.88 |
| 101 | Rxr Realty 401(k) PlanRxr Realty LLC | NY | 340 | $52.7M | $161.18 |
| 102 | Brightsphere Inc. Profit Sharing & 401(k) PlanBrightsphere Inc. | MA | 337 | $284.3M | $56.02 |
| 103 | Bernardi Auto Group Retirement PlanCarney Management Company, Inc. | MA | 329 | $27.0M | $106.08 |
| 104 | The Schusterman Interests, LLC Employees' Thrift Retirement PlanSchusterman Interests, LLC | OK | 316 | $152.3M | $48.42 |
| 105 | Sega Of America, Inc. 401(k) PlanSega Of America, Inc. | CA | 315 | $39.3M | $86.81 |
| 106 | Ledvance LLC 401(k) Savings PlanLedvance LLC | MA | 310 | $186.5M | $939.00 |
| 107 | Txex Energy Investments, LLC 401(k) PlanTxex Energy Investments, LLC | TX | 305 | $38.3M | $161.81 |
| 108 | Sypris Solutions 401(k) Merged Retirement Savings PlanSypris Solutions, Inc. | KY | 302 | $70.5M | $182.29 |
| 109 | American Manufacturing Corporation 401(k) PlanAmerican Manufacturing Corporation | PA | 288 | $77.2M | $229.75 |
| 110 | Oxford Instruments 401(k) PlanOxford Instruments Holdings 2013, Inc. | MA | 279 | $56.9M | $302.36 |
| 111 | Simpson Employee Savings PlanSimpson Door Company | WA | 250 | $83.4M | $38.75 |
| 112 | Essintial Enterprise Solutions 401(k) PlanEssintial Enterprise Solutions, LLC | PA | 248 | $7.0M | $99.54 |
| 113 | Nath Companies 401(k) PlanNath Companies | MN | 211 | $7.2M | $104.43 |
| 114 | Jefferies Financial Group Inc. Savings And Retirement PlanJefferies Financial Group Inc. | NY | 207 | $92.6M | $4.63 |
| 115 | Curtis Squire, Inc. Retirement Savings PlanCurtis Squire, Inc. | MN | 189 | $11.1M | $189.15 |
| 116 | Roper Technologies, Inc. Employees' Retirement Savings 003 PlanRoper Technologies, Inc. | FL | 185 | $158.2M | $81.82 |
| 117 | Moran Environmental Recovery 401(k) PlanMoran Environmental Recovery, LLC | MA | 0 | $0 | $115.16 |
| 118 | Preferred Apartment Advisors, LLC 401(k) Profit Sharing PlanPreferred Apartment Advisors, LLC | TX | 0 | $0 | $173.99 |
| 119 | Transact Campus 401(k) PlanTransact Campus | AZ | 0 | $0 | $322.69 |
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)1,000 to 4,999 participants (168)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.