Profit Sharing · DOL Form 5500 · 2022

Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
12
Participants Small participant base
68th
Percentile by assets National rank
$975,422
Avg per participant High balance/head
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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.

  • #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.

#14,487
in Professional & Technical Services (21,562 peers)
-8.5%
assets change YoY

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 Profit Sharing Plan's outsized position by total assets

Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan vs every filed plan by assets

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

$11,705,058 Top 32% higher than 68% 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

Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 840829010 · Oates Knezevich Gardenswartz Kelly & Morrow PC PY 2022 · Profit Sharing

Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan · $12M · 12 · 68th

  • 5500 $12M
  • ASSETS 12
  • PCT 68th
  • EIN Profit Sharing
  • RANK near Aspyr Media 401(k) Plan
  • PHOTO ind #14487

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 Colorado →

Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan in the asset neighbourhood

Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing PlanOates Knezevich Gardenswartz…$12MAspyr Media 401(k) Plan$12MHuron Area Center for Independence 403(b) PlanHuron Area Center for Indepe…$12MParker Medical, Inc. Profit Sharing PlanParker Medical, Inc. Profit …$12MWells & Tate Electric Co., Inc. Profit Sharing PlanWells & Tate Electric Co., I…$12M
End-of-year total assets ($M) among Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Oates Knezevich Gardenswartz Kelly & Morrow PC multi-year asset trail

Sponsor-wide plan assets over time

All Oates Knezevich Gardenswartz Kelly & Morrow PC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 19.547002671836395% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.7M $14M ▲ +19.5%
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 EIN840829010
Plan Effective Date1980-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -500050010001500 10203040 Total assets ($M) Participants Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan, Total assets ($M): 11.705058 · Participants: 12Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 38.311724 · Participants: 642Hensel Phelps Hourly Retirement PlanAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 31.655642 · Participants: 125Amended & Restated Profit Sharing Plan of Midwest PmsLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 29.136775 · Participants: 1208Liberty Pr Mobility 401(k) Savings PlansRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 15.311581 · Participants: 177Retirement Plan of Public Broadcasting of Colorado, Inc.Peterson Company Profit-Sharing Plan, Total assets ($M): 11.848341 · Participants: 31Peterson Company Profit-Sharing Plan
Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan side-by-side with 3 peers →

Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Aspyr Media 401(k) Plan in TX ($12M); by covered participants it is Laurence-Hovenier, Inc. Profit Sharing Plan in CA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan assets move in 2022? ▼
Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan pulled back noticeably - down 8.5% during 2022, from $13M to $12M. Reported net income was -$1M.
How have Oates Knezevich Gardenswartz Kelly & Morrow PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oates Knezevich Gardenswartz Kelly & Morrow PC's sponsor-wide assets grew 19.5%, from $12M to $14M.
Which Profit Sharing plans are similar in size to Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Aspyr Media 401(k) Plan in TX ($12M, 143 participants).
Which Profit Sharing plans cover a similar participant headcount to Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Laurence-Hovenier, Inc. Profit Sharing Plan in CA (12 participants, $3M in assets).

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 840829010.

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.