Holland & Knight 401(k) and pension plans

Holland & Knight LLP, Brandon, FL. EIN 59-0663819. Annual reports 2009–2024. Also filed as Holland & Knight, LLP; Thompson & Knight LLP.

Holland & Knight LLP has 2 active retirement plans on file. The largest is the Holland and Knight Profit Sharing Plan & Trust, with 5,258 participants and $2.0 billion in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 2
Participants: 6,125
Plan assets: $2.2 billion
401(k) recordkeeper: Fidelity
Plans on file: 6
Industry: Professional services

All 6 plans

Active plans first

Holland and Knight Profit Sharing Plan & Trust

401(k)Active

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

Plan number: 001Employer EIN 59-0663819
Participants (2024): 5,258
Net assets (2024): $2.0 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Holland & Knight LLP
524 Grand Regency BLVD
Brandon, FL 33510
(813) 769-4382As filed for 2024
In effect since: January 1, 1969

Plans merged into this one: Holland & Knight Retirement Savings Plan (2021).

Earlier plan names: Holland & Knight Profit Sharing Plan & Trust.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,258	$2.0 billion	Fidelity
2023	5,115	$1.8 billion	Fidelity
2022	4,324	$1.3 billion	Fidelity
2021	4,062	$1.6 billion	Fidelity
2020	3,346	$1.1 billion	Fidelity
2019	3,414	$982 million	Fidelity
2018	3,317	$807 million	Fidelity
2017	3,203	$845 million	Fidelity
2016	3,168	$722 million	Fidelity
2015	3,019	$665 million	Fidelity
2014	2,914	$659 million	Fidelity
2013	2,837	$603 million	Fidelity
2012	2,765	$504 million	Fidelity
2011	2,781	$442 million	Fidelity
2010	2,788	$439 million	Fidelity
2009	2,805	$390 million	Fidelity

Holland & Knight Cash Balance Plan - 2019

Cash balance pensionActive

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

Plan number: 005Employer EIN 59-0663819
Participants (2024): 867
Net assets (2024): $217 million
Plan administrator: Holland & Knight LLP
524 Grand Regency BLVD.
Brandon, FL 33510
(813) 227-8500As filed for 2024
In effect since: January 1, 2019

Year by year, 2019 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	867	$217 million	not listed
2023	804	$165 million	not listed
2022	660	$110 million	not listed
2021	507	$79.1 million	not listed
2020	477	$49.9 million	not listed
2019	416	$28.2 million	not listed

Holland & Knight Defined Benefit Pension Plan

Pension (defined benefit)Closed

Closed. The plan filed its final annual report for 2024, which means its assets were paid out or moved and it no longer exists.

Plan number: 002Employer EIN 59-0663819
Participants (2023): 129
Net assets (2023): $5.5 million
Plan administrator: Holland & Knight LLP
524 Grand Regency BLVD.
Brandon, FL 33510
(813) 227-8500As filed for 2024
In effect since: January 1, 1997

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	not listed
2023	129	$5.5 million	not listed
2022	421	$21.3 million	not listed
2021	443	$27.8 million	not listed
2020	481	$27.7 million	not listed
2019	488	$26.4 million	not listed
2018	513	$24.4 million	not listed
2017	554	$27.1 million	not listed
2016	568	$25.3 million	not listed
2015	571	$25.0 million	not listed
2014	592	$27.1 million	not listed
2013	590	$27.1 million	not listed
2012	632	$23.6 million	not listed
2011	633	$20.7 million	not listed
2010	649	$20.0 million	not listed
2009	677	$17.7 million	not listed

Holland & Knight Retirement Savings Plan

401(k)Merged

Merged. In 2021 its assets moved to the Holland Knight LLP, sponsored by Holland & Knight LLP (EIN 59-0663819, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 59-0663819
Participants (2020): 207
Net assets (2020): $3.1 million
Recordkeeper: Fidelity2014–2021
Plan administrator: Holland & Knight LLP
524 Grand Regency BLVD
Brandon, FL 33510
(813) 769-4382As filed for 2021
In effect since: January 1, 2013

Year by year, 2013 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	Fidelity
2020	207	$3.1 million	Fidelity
2019	194	$2.5 million	Fidelity
2018	158	$1.8 million	Fidelity
2017	156	$1.7 million	Fidelity
2016	151	$1.3 million	Fidelity
2015	132	$983,856	Fidelity
2014	128	$720,094	Fidelity
2013	138	$385,948	not listed

Thompson & Knight Cash Balance Plan

Cash balance pension, frozenClosed

Closed. The plan filed its final annual report for 2021, which means its assets were paid out or moved and it no longer exists.

Plan number: 006Employer EIN 59-0663819
Participants (2020): 106
Net assets (2020): $9.9 million
Plan administrator: Holland & Knight LLP
524 Grand Regency BLVD
Brandon, FL 33510
(813) 901-4200As filed for 2021
In effect since: January 1, 2018

Earlier sponsor: Thompson & Knight LLP (2018–2020).

Year by year, 2018 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	not listed
2020	106	$9.9 million	not listed
2019	111	$9.0 million	not listed
2018	109	$4.3 million	not listed

Holland & Knight Cash Balance Plan

Cash balance pension, frozenClosed

Closed. The plan filed its final annual report for 2019, which means its assets were paid out or moved and it no longer exists.

Plan number: 003Employer EIN 59-0663819
Participants (2018): 221
Net assets (2018): $46.4 million
Plan administrator: Holland & Knight LLP
524 Grand Regency BLVD.
Brandon, FL 33510
(813) 227-8500As filed for 2019
In effect since: January 1, 2013

Year by year, 2013 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	not listed
2018	221	$46.4 million	not listed
2017	215	$40.2 million	not listed
2016	218	$31.3 million	not listed
2015	218	$23.4 million	not listed
2014	201	$17.3 million	not listed
2013	189	$10.2 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Holland and Knight Profit Sharing Plan & Trust. 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 ((813) 769-4382). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
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.