Profit Sharing · DOL Form 5500 · 2022
James H Holmes Jr Md Inc Profit Sharing Plan
Data updated 2026-08-25
- $658K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $219,191
- Avg per participant Above avg balance/head
Official DOL plan name: James H Holmes Jr Md Inc Profit Sharing Plan · Sponsored by James H Holmes Jr Md Inc · California · Healthcare & Social Assistance
$658K in assets, 3 participants
James H Holmes Jr Md Inc's James H Holmes Jr Md Inc Profit Sharing Plan reported $658K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.
- #3,432 in Healthcare & Social Assistance (20,060 peers)
James H Holmes Jr Md Inc multi-year trail
James H Holmes Jr Md Inc's plans moved +36.5% in assets from 2022 to 2024; this filing shows James H Holmes Jr Md Inc Profit Sharing Plan at $658K / 3 participants.
- #3,432
- in Healthcare & Social Assistance (20,060 peers)
- -22.5%
- assets change YoY
The plan reported a net loss of $191K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
James H Holmes Jr Md Inc Profit Sharing Plan among the smaller filed plans by assets
James H Holmes Jr Md Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$657,572 21st percentile higher than 21% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
James H Holmes Jr Md Inc Profit Sharing 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. James H Holmes Jr Md Inc Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 942614774 · James H Holmes Jr Md Inc PY 2022 · Profit Sharing
James H Holmes Jr Md Inc Profit Sharing Plan · $658K · 3 · 21st
- BOY $658K
- BOY 3
- BOY 21st
- BOY Profit Sharing
- BOY near Pickinwee Corp, Profit Sharing Plan
- BOY ind #3432
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 Healthcare & Social Assistance retirement plans → · Plans in California →
James H Holmes Jr Md Inc Profit Sharing Plan in the asset neighbourhood
James H Holmes Jr Md Inc multi-year asset trail
Sponsor-wide plan assets over time
All James H Holmes Jr Md Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $898K 36.542310195689595% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $658K |
| 2023 | 1 | 2 | $775K |
| 2024 | 1 | 2 | $898K |
James H Holmes Jr Md Inc filing trail (2022)
| Total Assets (Beginning of Year) | $848K |
|---|---|
| Net Assets (End of Year) | $658K |
| Net Income | -$191K |
| Employer EIN | 942614774 |
| Plan Effective Date | 1980-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
James H Holmes Jr Md Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Pickinwee Corp, Profit Sharing Plan in FL ($657K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($658K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.