Profit Sharing · DOL Form 5500 · 2023

Holly C. Roundtree Certified Public Accountant Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
N/A
Participants Small participant base
25th
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

$1M in assets, N/A participants

Holly C. Roundtree Certified Public Accountant's Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,061 in Professional & Technical Services (20,321 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 $1M / N/A participants.

#4,061
in Professional & Technical Services (20,321 peers)
+18.2%
assets growth YoY

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 2023 · DOL Form 5500

$1,126,091 25th percentile higher than 25% of 127,068 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 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant reported net income rose from -$130K in the plan year 2022 filing to $173K in the plan year 2023 filing.
  • Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant end-of-year assets rose from $953K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 752173478 · Holly C. Roundtree Certified Public Accountant PY 2023 · Profit Sharing

Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant · $1M · N/A · 25th

  • RANK $1M
  • RANK N/A
  • RANK 25th
  • RANK Profit Sharing
  • RANK near R-K Press Brake Dies, Inc. Profit Sharing Plan and Trust
  • RANK ind #4061

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…$1MR-K Press Brake Dies, Inc. Profit Sharing Plan and TrustR-K Press Brake Dies, Inc. P…$1MSid Brodsky, Inc. Profit Sharing PlanSid Brodsky, Inc. Profit Sha…$1MPayne Financial Consulting Profit Sharing PlanPayne Financial Consulting P…$1MBashyam Madhavan Profit Sharing Plan & TrustBashyam Madhavan Profit Shar…$1M
End-of-year total assets ($M) among Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$953K
Net Assets (End of Year)$1M
Net Income$173K
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. -50000050000100000150000 -202468 Total assets ($B) Participants Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant, Total assets ($B): 0.001126091 · Participants: 0Profit Sharing Plan for Holly C. Roundtree Certified Public AccountantSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
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 R-K Press Brake Dies, Inc. Profit Sharing Plan and Trust in IL at $1M (this filing: $1M).

DOL Form 5500 plan year 2023. 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 2023? ▼
Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant grew sharply - up 18.2% during 2023, from $953K to $1M. Reported net income was $173K.
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 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
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 R-K Press Brake Dies, Inc. Profit Sharing Plan and Trust in IL ($1M, 10 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.