Profit Sharing · DOL Form 5500 · 2023

James H Holmes Jr Md Inc Profit Sharing Plan

Data updated 2026-08-25

$775K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$387,595
Avg per participant High balance/head
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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

$775K in assets, 2 participants

James H Holmes Jr Md Inc's James H Holmes Jr Md Inc Profit Sharing Plan reported $775K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,003 in Healthcare & Social Assistance (17,684 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 $775K / 2 participants.

#3,003
in Healthcare & Social Assistance (17,684 peers)
+17.9%
assets growth YoY

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 2023 · DOL Form 5500

$775,190 22nd percentile higher than 22% 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

James H Holmes Jr Md Inc Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 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 (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James H Holmes Jr Md Inc Profit Sharing Plan reported net income rose from -$191K in the plan year 2022 filing to $118K in the plan year 2023 filing.
  • James H Holmes Jr Md Inc Profit Sharing Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • James H Holmes Jr Md Inc Profit Sharing Plan end-of-year assets rose from $658K in the plan year 2022 filing to $775K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942614774 · James H Holmes Jr Md Inc PY 2023 · Profit Sharing

James H Holmes Jr Md Inc Profit Sharing Plan · $775K · 2 · 22nd

  • SCH $775K
  • SCH 2
  • SCH 22nd
  • SCH Profit Sharing
  • SCH near Jasdar Inc. Retirement Plan
  • SCH ind #3003

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 Profit Sharing PlanJames H Holmes Jr Md Inc Pro…$775KJasdar Inc. Retirement Plan$775KBerger & Company, PC Profit Sharing PlanBerger & Company, PC Profit …$776KCammax Corp Retirement Plan$776KScott Lew Enterprises Inc. Retirement PlanScott Lew Enterprises Inc. R…$775K
End-of-year total assets ($M) among James H Holmes Jr Md Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.66M $0.9M ▲ +36.4%
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 (2023)

Total Assets (Beginning of Year)$658K
Net Assets (End of Year)$775K
Net Income$118K
Employer EIN942614774
Plan Effective Date1980-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

James H Holmes Jr Md Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants James H Holmes Jr Md Inc Profit Sharing Plan, Total assets ($B): 0.00077519 · Participants: 2James H Holmes Jr Md Inc Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
James H Holmes Jr Md Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare James H Holmes Jr Md Inc Profit Sharing Plan side-by-side with 3 peers →

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 Jasdar Inc. Retirement Plan in FL ($775K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($775K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

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 James H Holmes Jr Md Inc Profit Sharing Plan assets move in 2023? ▼
James H Holmes Jr Md Inc Profit Sharing Plan grew sharply - up 17.9% during 2023, from $658K to $775K. Reported net income was $118K.
How have James H Holmes Jr Md Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James H Holmes Jr Md Inc's sponsor-wide assets grew 36.5%, from $658K to $898K.
Where does James H Holmes Jr Md Inc Profit Sharing Plan rank by assets among Form 5500 filers? ▼
James H Holmes Jr Md Inc Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to James H Holmes Jr Md Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jasdar Inc. Retirement Plan in FL ($775K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to James H Holmes Jr Md Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

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 942614774.

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.