Profit Sharing · DOL Form 5500 · 2022

Close2holmes Inc. Profit Sharing Plan

Data updated 2026-08-25

$144K
Total assets Small plan by assets
4
Participants Small participant base
8th
Percentile by assets National rank
$36,025
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Close2holmes Inc. Retirement Plan · Sponsored by Close2holmes Inc. · Ohio · Other Services

$144K in assets, 4 participants

Close2holmes Inc.'s Close2holmes Inc. Retirement Plan reported $144K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 8th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,534 in Other Services (8,398 peers)

Close2holmes Inc. multi-year trail

Close2holmes Inc.'s plans moved +25.8% in assets from 2022 to 2024; this filing shows Close2holmes Inc. Retirement Plan at $144K / 4 participants.

#1,534
in Other Services (8,398 peers)
+15.2%
assets growth YoY

Close2holmes Inc. Retirement Plan among the smaller filed plans by assets

Close2holmes Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$144,100 8th percentile higher than 8% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Close2holmes Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Close2holmes Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 834437134 · Close2holmes Inc. PY 2022 · Profit Sharing

Close2holmes Inc. Retirement Plan · $144K · 4 · 8th

  • EIN $144K
  • RANK 4
  • PHOTO 8th
  • IND Profit Sharing
  • EOY near Jar Corporation Retirement Plan
  • 5500 ind #1534

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Ohio →

Close2holmes Inc. Retirement Plan in the asset neighbourhood

Close2holmes Inc. Retirement PlanClose2holmes Inc. Retirement…$144KJar Corporation Retirement PlanJar Corporation Retirement P…$144KLa Luz Blessings Inc. Retirement PlanLa Luz Blessings Inc. Retire…$144KMeineke of Northwest Arkansas, Inc. Profit Sharing PlanMeineke of Northwest Arkansa…$144KArnavaa Inc. Retirement Plan$144K
End-of-year total assets ($M) among Close2holmes Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Close2holmes Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Close2holmes Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$181K 25.811936155447608% vs 2022
2024 filing year
$0.12M$0.14M$0.16M$0.18M$0.2M 202220232024 $0.14M $0.18M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 4 $144K
2023 1 4 $181K
2024 1 3 $181K

Close2holmes Inc. filing trail (2022)

Total Assets (Beginning of Year)$125K
Net Assets (End of Year)$144K
Net Income$19K
Employer EIN834437134
Plan Effective Date2019-04-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Close2holmes Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Close2holmes Inc. Retirement Plan, Total assets ($B): 0.0001441 · Participants: 4Close2holmes Inc. Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Close2holmes Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Close2holmes Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Jar Corporation Retirement Plan in PA ($144K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($144K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Close2holmes Inc. Retirement Plan assets move in 2022?
Close2holmes Inc. Retirement Plan grew sharply - up 15.2% during 2022, from $125K to $144K. Reported net income was $19K.
How have Close2holmes Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Close2holmes Inc.'s sponsor-wide assets grew 25.8%, from $144K to $181K.
Where does Close2holmes Inc. Retirement Plan rank by assets among Form 5500 filers?
Close2holmes Inc. Retirement Plan ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Close2holmes Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Jar Corporation Retirement Plan in PA ($144K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Close2holmes Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A in assets).