Defined Benefit (Pension) · DOL Form 5500 · 2022

Edward K. Holly, D.D.S. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
30th
Percentile by assets National rank
$147,900
Avg per participant Above avg balance/head
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Official DOL plan name: Edward K. Holly, D.D.S. Cash Balance Plan · Sponsored by Edward K. Holly, D.D.S. · California · Healthcare & Social Assistance

$1M in assets, 10 participants

Edward K. Holly, D.D.S.'s Edward K. Holly, D.D.S. Cash Balance Plan reported $1M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,733 in Healthcare & Social Assistance (20,060 peers)

Edward K. Holly, D.D.S. multi-year trail

Edward K. Holly, D.D.S.'s plans moved +61.3% in assets from 2022 to 2024; this filing shows Edward K. Holly, D.D.S. Cash Balance Plan at $1M / 10 participants.

#5,733
in Healthcare & Social Assistance (20,060 peers)
+17.2%
assets growth YoY

Edward K. Holly, D.D.S. Cash Balance Plan among the smaller filed plans by assets

Edward K. Holly, D.D.S. Cash Balance Plan vs every filed plan by assets

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

$1,478,999 30th percentile higher than 30% 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

Edward K. Holly, D.D.S. Cash Balance 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. Edward K. Holly, D.D.S. Cash Balance Plan is a micro filing (10 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 330124739 · Edward K. Holly, D.D.S. PY 2022 · Defined Benefit (Pension)

Edward K. Holly, D.D.S. Cash Balance Plan · $1M · 10 · 30th

  • PART $1M
  • PART 10
  • PART 30th
  • PART Defined Benefit (Pension)
  • PART near Vista Tax Group, LLC Cash Balance Plan
  • PART ind #5733

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 →

Edward K. Holly, D.D.S. Cash Balance Plan in the asset neighbourhood

Luther Strange & Associates LLC Defined Benefit PlanLuther Strange & Associates …$1MJalaram Sales, Inc. Cash Balance PlanJalaram Sales, Inc. Cash Bal…$1MEdward K. Holly, D.D.S. Cash Balance PlanEdward K. Holly, D.D.S. Cash…$1MVista Tax Group, LLC Cash Balance PlanVista Tax Group, LLC Cash Ba…$1MEl Paso Pain Center Defined Benefit Plan & TrustEl Paso Pain Center Defined …$1M
End-of-year total assets ($M) among Edward K. Holly, D.D.S. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Edward K. Holly, D.D.S. multi-year asset trail

Sponsor-wide plan assets over time

All Edward K. Holly, D.D.S. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 61.34540149789517% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.88M $7.88M ▲ +61.5%
Year Plans Participants Total Assets
2022 2 18 $5M
2023 2 16 $7M
2024 2 16 $8M

Edward K. Holly, D.D.S. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$217K
Employer EIN330124739
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Edward K. Holly, D.D.S. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Edward K. Holly, D.D.S. Cash Balance Plan, Total assets ($B): 0.001478999 · Participants: 10Edward K. Holly, D.D.S. Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Edward K. Holly, D.D.S. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Edward K. Holly, D.D.S. Cash Balance Plan side-by-side with 3 peers →

Edward K. Holly, D.D.S. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Vista Tax Group, LLC Cash Balance Plan in NJ ($1M); by covered participants it is Wayne Savings Community Bank Defined Benefit Pension Plan in OH (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Edward K. Holly, D.D.S. Cash Balance Plan assets move in 2022? ▼
Edward K. Holly, D.D.S. Cash Balance Plan grew sharply - up 17.2% during 2022, from $1M to $1M. Reported net income was $217K.
How have Edward K. Holly, D.D.S. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward K. Holly, D.D.S.'s sponsor-wide assets grew 61.3%, from $5M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Edward K. Holly, D.D.S. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Vista Tax Group, LLC Cash Balance Plan in NJ ($1M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Edward K. Holly, D.D.S. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wayne Savings Community Bank Defined Benefit Pension Plan in OH (10 participants, $1M 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 330124739.

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.