Profit Sharing · DOL Form 5500 · 2022
Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan
Data updated 2026-08-11
- $12M
- Total assets
- 12
- Participants
- 68th
- Percentile by assets
- $975,422
- Avg per participant
Official DOL plan name: Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan · Sponsored by Oates Knezevich Gardenswartz Kelly & Morrow PC · Colorado · Professional & Technical Services
$12M in assets, 12 participants
Oates Knezevich Gardenswartz Kelly & Morrow PC's Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan reported $12M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- 68th percentile by assets (of 139,126 plans)
- #14,487 in Professional & Technical Services (21,562 peers)
Oates Knezevich Gardenswartz Kelly & Morrow PC multi-year trail
Oates Knezevich Gardenswartz Kelly & Morrow PC's plans moved +19.5% in assets from 2022 to 2024; this filing shows Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan at $12M / 12 participants.
- $12M
- total plan assets (2022 EOY)
- 12
- covered participants
- 68th
- percentile by assets (of 139,126 plans)
- $975,422
- avg assets per participant
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oates Knezevich Gardenswartz Kelly & Morrow PC across 3 plan years on file
Across the 3 plan years Oates Knezevich Gardenswartz Kelly & Morrow PC has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $14M, a gain of 19.5%, while reported participants moved from 12 to 12 (+0.0%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($12M).
Oates Knezevich Gardenswartz Kelly & Morrow PC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $12M |
| 2023 | 1 | 12 | $13M |
| 2024 | 1 | 12 | $14M |
Oates Knezevich Gardenswartz Kelly & Morrow PC filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$1M |
| Employer EIN | 840829010 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Colorado
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
- Hensel Phelps Hourly Retirement Plan $38M · 642
- Amended & Restated Profit Sharing Plan of Midwest Pms $32M · 125
- Liberty Pr Mobility 401(k) Savings Plans $29M · 1,208
- Retirement Plan of Public Broadcasting of Colorado, Inc. $15M · 177
- Peterson Company Profit-Sharing Plan $12M · 31
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan by total assets, not by location.
- Aspyr Media 401(k) Plan (TX) $12M · 143
- Huron Area Center for Independence 403(b) Plan (SD) $12M · 215
- Parker Medical, Inc. Profit Sharing Plan (CT) $12M · 51
- Wells & Tate Electric Co., Inc. Profit Sharing Plan (AL) $12M · 30
Frequently Asked Questions
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Multi-year trail
Ways to act on Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan's numbers.
- By total assets, Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Colorado. Compare plans
- Oates Knezevich Gardenswartz Kelly & Morrow PC's sponsor-wide assets have grown 19.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans