Profit Sharing · DOL Form 5500 · 2023
Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan Profit Sharing Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan · Sponsored by Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan · Colorado · Professional & Technical Services
$13M in assets, 12 participants
Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan's Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan reported $13M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #12,810 in Professional & Technical Services (20,321 peers)
Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan multi-year trail
Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan's plans moved +19.5% in assets from 2022 to 2024; this filing shows Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan at $13M / 12 participants.
- #12,810
- in Professional & Technical Services (20,321 peers)
- +9.3%
- assets growth YoY
Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,790,852 Top 36% higher than 64% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 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.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 840829010 · Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan PY 2023 · Profit Sharing
Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan · $13M · 12 · 64th
- PHOTO $13M
- IND 12
- EOY 64th
- 5500 Profit Sharing
- ASSETS near S & S Apache Camping Center, Inc. Profit Sharing Plan
- PCT ind #12810
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 Plan multi-year asset trail
Sponsor-wide plan assets over time
All Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 19.547002671836395% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $12M |
| 2023 | 1 | 12 | $13M |
| 2024 | 1 | 12 | $14M |
Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| 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.
- Hensel Phelps Hourly Retirement Plan $59M · 695
- Liberty Pr Mobility 401(k) Savings Plans $43M · 1,212
- Amended & Restated Profit Sharing Plan of Midwest Pms $38M · 133
- Peterson Company Profit-Sharing Plan $18M · 26
- Retirement Plan of Public Broadcasting of Colorado, Inc. $16M · 182
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 S & S Apache Camping Center, Inc. Profit Sharing Plan in MS ($13M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
- Watering Lane Ventures, Inc. Profit Sharing Plan (NH) 12 · 0 off
- Pence Visual Communications Inc. Retirement Plan (OH) 12 · 0 off
- American Century Investments (CA) 12 · 0 off
- K&s Holdings Group, Inc. Retirement Plan (FL) 12 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.