Profit Sharing · DOL Form 5500 · 2023
Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan Profit Sharing Plan
Data updated 2026-08-11
- $13M
- Total assets
- 12
- Participants
- 64th
- Percentile by assets
- $1.1M
- Avg per participant
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.
- 64th percentile by assets (of 127,072 plans)
- #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.
- $13M
- total plan assets (2023 EOY)
- 12
- covered participants
- 64th
- percentile by assets (of 127,072 plans)
- $1.1M
- avg assets per participant
Where Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan sits 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 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
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.
Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan across 3 plan years on file
Across the 3 plan years Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $14M, a gain of 19.5%, while reported participants moved from 12 to 12 (+0.0%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($12M).
Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan multi-year asset trail
| 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.
Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan assets move in 2023? ▼
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Multi-year trail
Ways to act on Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan's numbers.
- By total assets, Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Colorado. Compare plans
- Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan's sponsor-wide assets have grown 19.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans