Profit Sharing · DOL Form 5500 · 2023

Edward K. Holly, D.D.S. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
8
Participants Small participant base
41st
Percentile by assets National rank
$531,297
Avg per participant High balance/head
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Official DOL plan name: Edward K. Holly, D.D.S. Profit Sharing Plan · Sponsored by Edward K. Holly, D.D.S. · California · Healthcare & Social Assistance

$4M in assets, 8 participants

Edward K. Holly, D.D.S.'s Edward K. Holly, D.D.S. Profit Sharing Plan reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,850 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. Profit Sharing Plan at $4M / 8 participants.

#7,850
in Healthcare & Social Assistance (17,684 peers)
+24.9%
assets growth YoY

Edward K. Holly, D.D.S. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Edward K. Holly, D.D.S. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,250,375 41st percentile higher than 41% 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. 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. Edward K. Holly, D.D.S. Profit Sharing 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. Profit Sharing Plan reported net income rose from $678K in the plan year 2022 filing to $848K in the plan year 2023 filing.
  • Edward K. Holly, D.D.S. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330124739 · Edward K. Holly, D.D.S. PY 2023 · Profit Sharing

Edward K. Holly, D.D.S. Profit Sharing Plan · $4M · 8 · 41st

  • EBSA $4M
  • EBSA 8
  • EBSA 41st
  • EBSA Profit Sharing
  • EBSA near Ford Industries Inc. Retirement Plan
  • EBSA ind #7850

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. Profit Sharing Plan in the asset neighbourhood

Van Drunen Heating & Air Conditioning, Inc. Profit Sharing PlanVan Drunen Heating & Air Con…$4MEdward K. Holly, D.D.S. Profit Sharing PlanEdward K. Holly, D.D.S. Prof…$4MFord Industries Inc. Retirement PlanFord Industries Inc. Retirem…$4MGroup H Capital Corporation Profit Sharing TrustGroup H Capital Corporation …$4MItaly American Construction Co. Employees Ps PlanItaly American Construction …$4M
End-of-year total assets ($M) among Edward K. Holly, D.D.S. Profit Sharing Plan and nearest nationwide Profit Sharing 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)$3M
Net Assets (End of Year)$4M
Net Income$848K
Employer EIN330124739
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Edward K. Holly, D.D.S. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Edward K. Holly, D.D.S. Profit Sharing Plan, Total assets ($B): 0.004250375 · Participants: 8Edward K. Holly, D.D.S. 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
Edward K. Holly, D.D.S. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Edward K. Holly, D.D.S. Profit Sharing Plan side-by-side with 3 peers →

Edward K. Holly, D.D.S. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Ford Industries Inc. Retirement Plan in UT ($4M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (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. Profit Sharing Plan assets move in 2023? ▼
Edward K. Holly, D.D.S. Profit Sharing Plan grew sharply - up 24.9% during 2023, from $3M to $4M. Reported net income was $848K.
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 Profit Sharing plans are similar in size to Edward K. Holly, D.D.S. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ford Industries Inc. Retirement Plan in UT ($4M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Edward K. Holly, D.D.S. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K 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.