Profit Sharing · DOL Form 5500 · 2022

Holly C. Roundtree Certified Public Accountant Profit Sharing Plan

Data updated 2026-08-25

$953K
Total assets Small plan by assets
N/A
Participants Small participant base
24th
Percentile by assets National rank
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Official DOL plan name: Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant · Sponsored by Holly C. Roundtree Certified Public Accountant · Texas · Professional & Technical Services

$953K in assets, N/A participants

Holly C. Roundtree Certified Public Accountant's Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant reported $953K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,471 in Professional & Technical Services (21,562 peers)

Holly C. Roundtree Certified Public Accountant multi-year trail

Holly C. Roundtree Certified Public Accountant's plans moved +44.7% in assets from 2022 to 2024; this filing shows Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant at $953K / N/A participants.

#4,471
in Professional & Technical Services (21,562 peers)
-12.0%
assets change YoY

The plan reported a net loss of $130K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant among the smaller filed plans by assets

Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant vs every filed plan by assets

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

$952,966 24th percentile higher than 24% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 752173478 · Holly C. Roundtree Certified Public Accountant PY 2022 · Profit Sharing

Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant · $953K · N/A · 24th

  • SCH $953K
  • EBSA N/A
  • PART 24th
  • TYPE Profit Sharing
  • NET near Tiber Health Pbc Retirement Plan
  • BOOK ind #4471

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 Professional & Technical Services retirement plans → · Plans in Texas →

Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant in the asset neighbourhood

Profit Sharing Plan for Holly C. Roundtree Certified Public AccountantProfit Sharing Plan for Holl…$953KTiber Health Pbc Retirement PlanTiber Health Pbc Retirement …$953KEldon Juhl, Inc. Profit Sharing PlanEldon Juhl, Inc. Profit Shar…$953KOwden Corp. Retirement Plan$953KTtc Labs Retirement Plan & TrustTtc Labs Retirement Plan & T…$953K
End-of-year total assets ($M) among Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Holly C. Roundtree Certified Public Accountant multi-year asset trail

Sponsor-wide plan assets over time

All Holly C. Roundtree Certified Public Accountant plans reported in each filing year

Latest sponsor-wide plan assets
$1M 44.706946522751075% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.95M $1.38M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 N/A $953K
2023 1 N/A $1M
2024 1 N/A $1M

Holly C. Roundtree Certified Public Accountant filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$953K
Net Income-$130K
Employer EIN752173478
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant, Total assets ($B): 0.000952966 · Participants: 0Profit Sharing Plan for Holly C. Roundtree Certified Public AccountantSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant side-by-side with 3 peers →

Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant's closest out-of-state Profit Sharing peers by assets

Outside Texas, the nearest Profit Sharing by end-of-year assets is Tiber Health Pbc Retirement Plan in PR at $953K (this filing: $953K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($953K here).

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 Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant assets move in 2022? ▼
Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant pulled back noticeably - down 12.0% during 2022, from $1M to $953K. Reported net income was -$130K.
How have Holly C. Roundtree Certified Public Accountant plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holly C. Roundtree Certified Public Accountant's sponsor-wide assets grew 44.7%, from $953K to $1M.
Where does Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant rank by assets among Form 5500 filers? ▼
Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant ranks in the 24th 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 Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant? ▼
Among Profit Sharing plans in other states, the closest by assets is Tiber Health Pbc Retirement Plan in PR ($953K, 478 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752173478.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.