B. D. Holt 401(k) plan

B. D. Holt Company, San Antonio, TX. EIN 74-1389993. Annual reports 2009–2024. Also filed as Holt Companies; B.D. Holt Company.

B. D. Holt Company has one active retirement plan on file, the Holt Companies Retirement Plan, with 5,617 participants and $505 million in assets in 2024. Empower has been its recordkeeper since 2021. No traditional pension plan appears in B. D. Holt's filings since 2009.

Active plans: 1
Participants: 5,617
Plan assets: $505 million
401(k) recordkeeper: Empower
Plans on file: 1
Industry: Wholesale trade

The plan

Holt Companies Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 74-1389993
Participants (2024): 5,617
Net assets (2024): $505 million
Recordkeeper: EmpowerEarlier: Vanguard (2009–2020)
Plan administrator: B. D. Holt Company
3302 South W.w.white RD
San Antonio, TX 78222
(210) 209-7711As filed for 2024
In effect since: January 1, 1967

Earlier sponsors: Holt Companies (2009); B.D. Holt Company (2021).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,617	$505 million	Empower
2023	4,926	$433 million	Empower
2022	4,173	$360 million	Empower
2021	3,549	$429 million	Empower
2020	3,388	$385 million	Vanguard
2019	3,448	$342 million	Vanguard
2018	3,228	$279 million	Vanguard
2017	2,909	$284 million	Vanguard
2016	2,736	$238 million	Vanguard
2015	2,667	$217 million	Vanguard
2014	2,569	$216 million	Vanguard
2013	2,288	$192 million	Vanguard
2012	2,188	$152 million	Vanguard
2011	2,004	$129 million	Vanguard
2010	1,801	$120 million	Vanguard
2009	1,805	$109 million	Vanguard

If you had money in one of these plans

Call Empower (empower.com), which runs the Holt Companies Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((210) 209-7711). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Holt Companies Retirement Plan

If you had money in one of these plans

What these numbers are

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