Powered by OnlyBoth

Benchmarking Holtzman Oil Corp. 401(K) Profit Sharing Plan in Mt. Jackson, VA against all plans

 

Holtzman Oil Corp. 401(K) Profit Sharing Plan in Mt. Jackson, VA has the 6th-lowest diversity of asset types (3.5%) among the 56 plans within 50 miles. That 3.5% compares to an average of 12.6% across those 56 plans.

Holtzman Oil Corp. 401(K) Profit Sharing Plan has these standings among those 56 peer plans related to asset types (values of zero are not shown):

  • diversity of asset types = 3.5% (6th-lowest)

  • interest-bearing cash (e.g., money market accounts, certificates of deposit) = $649,023 (5th-most)

  • value of interest in registered investment companies (e.g., mutual funds) = $27.00M (9th-highest)

Visualize

 
 

Peers

better than Charleston Oncology, Pa 401(K) Profit Sharing Plan in Charleston, SC (0.0%), Belmond USA Inc. 401(K) Plan in North Charleston, SC (1.6%), Gov Solutions Group 401(K) Plan in Daniel Island, SC (2.0%), and Clawson & Staubes, LLC 401(K) Plan in Charleston, SC (2.4%), and 1 other.

trailed Hudson Automotive Group 401(K) Retirement Plan in Charleston, SC (3.7%), Altron, Inc. 401(K) Profit Sharing Plan in Mt. Pleasant, SC (4.1%), Rev Federal Credit Union Defined Contribution Plan in Summerville, SC (4.9%), and Boomtown Roi, LLC 401(K) Plan in Charleston, SC (5.1%), and 46 others, ending with Arborgen 401(K) Profit Sharing Plan in Ridgeville, SC (34.9%).

References

  1. diversity of asset types. Higher values are better. The diversity of asset types is calculated by taking the mathematical entropy of the 24 dollar values for the 24 asset types, after excluding negative asset values, then dividing by 4.584962 (which is the maximum possible entropy of 24 numeric quantities), and multiplying by 100 to obtain a percentage whose potential range is 0% to 100%. Mathematical entropy is a way to measure the balance among a group of numeric values; maximum entropy is when all the values are equal and nonzero. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. within 50 miles.

    • The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
    • In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.

    Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.