Department of Labor filing

HOLIDAY WORLD OF HOUSTON, LP

HOLIDAY WORLD RETIREMENT SAVINGS PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

52filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$794

Reported employer contributions per active participant.

Higher than about 43% of comparable plans

#People in the filing

224

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$92 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 71% of comparable plans

↗Investment performance

Not available

Plan assets changed 6.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202452out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions43rd percentileTypical peer $921 · based on 863 comparable plans

Lower reported administrative expense71st percentileTypical peer $169 · based on 934 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, HOLIDAY WORLD OF HOUSTON, LP reported $177,880 in employer contributions across the plan and 224 active participants. That works out to $794 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy75%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 34.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 22.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context52/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $177,880
Participant contributions: $415,812
Other contributions: $103,824
Employer share of reported contributions: 30.0%
Beginning assets: $7,377,046
Ending assets: $7,843,420
Ending net assets: $7,843,420
Ending liabilities: $0
Total income: $1,663,245
Total expenses: $1,196,871
Administrative expenses: $33,006
Participant loans: $217,955

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,217

2023

$649

2024

$794

Plan-paid administrative expenses per participant

2022

$75

2023

$79

2024

$92

Active participants

2022

288

2023

250

2024

224

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$794	224	7.8M	20251014123954NAL0001392691001
2023	$649	250	7.4M	20240813154734NAL0010648913001
2022	$1,217	288	6.3M	20240215123208NAL0015664961001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.8%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 760514084-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2021
Industry: Retail trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Current plan terms

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Filing ACK_ID20251014123954NAL0001392691001

Data sourceDOL Form 5500 bulk data ↗

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