How big is Joel H HOLT's plan?

Joel H HOLT's plan reported $3.0M in assets and 3 participants for 2025.

Original filing (PDF)20260502152956NAL0002154417001

Joel H HOLT

Name: Joel H HOLT — Joel H HOLT Profit Sharing Plan, Form 5500 (2025)
Creator: Joel H HOLT
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joel H HOLT Profit Sharing Plan

Defined-benefit pension plan · Joel H HOLT's Joel H HOLT Profit Sharing Plan held $3.0M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Jacqueline HOLT signed Joel H HOLT's 2025 Form 5500 as plan administrator.

Jacqueline HOLT — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Joel H HOLT's EIN is 66-0666737.

EIN 66-0666737

Plan number 001

Plan year 2025

ACK ID 20260502152956NAL0002154417001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Joel H HOLT from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Joel H HOLT's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOEL H HOLT.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

JOEL H HOLT

DBA

JOEL H HOLT ESQ PC

EIN

all filings

Address

2132 COMPANY ST STE 2 · CHRISTIANSTED, VI · 008205084

Phone

(340) 773-8709

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-02

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

Lesser Lutrey Pasquesi & HOWE, LLP

Lesser Lutrey Pasquesi & HOWE, LLP Employees' Savings Plan and Trust

$3.0M · 11 participants

J. Edward Hollington & Associates, PA

J. Edward Hollington & Associates, PA 401(k) Profit Sharing Plan and Trust

$3.0M · 4 participants

Vacanti Shattuck Finocchiaro

Vacanti Shattuck Finocchiaro Safe Harbor 401(k) Profit-Sharing Plan

$3.0M · 6 participants

Cardillo Law Firm

Cardillo Law Firm 401(k) Plan

$3.0M · 2 participants

APS, LLC DBA Miller Law Group

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.