Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
33rd
Percentile by assets National rank
$309,690
Avg per participant High 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

$2M in assets, 8 participants

Edward K. Holly, D.D.S.'s Edward K. Holly, D.D.S. Cash Balance Plan reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,802 in Healthcare & Social Assistance (17,684 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 $2M / 8 participants.

#5,802
in Healthcare & Social Assistance (17,684 peers)
+67.5%
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 2023 · DOL Form 5500

$2,477,522 33rd percentile higher than 33% 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

Edward K. Holly, D.D.S. Cash Balance 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. Edward K. Holly, D.D.S. Cash Balance Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edward K. Holly, D.D.S. Cash Balance Plan reported net income rose from $217K in the plan year 2022 filing to $999K in the plan year 2023 filing.
  • Edward K. Holly, D.D.S. Cash Balance Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Edward K. Holly, D.D.S. Cash Balance Plan reported participants fell from 10 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330124739 · Edward K. Holly, D.D.S. PY 2023 · Defined Benefit (Pension)

Edward K. Holly, D.D.S. Cash Balance Plan · $2M · 8 · 33rd

  • PCT $2M
  • PCT 8
  • PCT 33rd
  • PCT Defined Benefit (Pension)
  • PCT near Hanson Operating Company, Inc. Defined Benefit Plan
  • PCT ind #5802

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

St. Louis Graphic Arts Pension FundSt. Louis Graphic Arts Pensi…$2MEdward K. Holly, D.D.S. Cash Balance PlanEdward K. Holly, D.D.S. Cash…$2MHanson Operating Company, Inc. Defined Benefit PlanHanson Operating Company, In…$2MJones Family Medicine Clinic, PLLC Cash Balance PlanJones Family Medicine Clinic…$2MPepsi-Cola Hourly Employees' Retirement PlanPepsi-Cola Hourly Employees'…$2M
End-of-year total assets ($M) among Edward K. Holly, D.D.S. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$999K
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): 0.002477522 · Participants: 8Edward K. Holly, D.D.S. Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
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 Hanson Operating Company, Inc. Defined Benefit Plan in NM ($2M); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Edward K. Holly, D.D.S. Cash Balance Plan assets move in 2023? ▼
Edward K. Holly, D.D.S. Cash Balance Plan surged - up 67.5% during 2023, from $1M to $2M. Reported net income was $999K.
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 Hanson Operating Company, Inc. Defined Benefit Plan in NM ($2M, 11 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 R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $992K 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 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.