Profit Sharing · DOL Form 5500 · 2023
Edward K. Holly, D.D.S. Profit Sharing Plan
Data updated 2026-08-11
- $4M
- Total assets
- 8
- Participants
- 41st
- Percentile by assets
- $531,297
- Avg per participant
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.
- 41st percentile by assets (of 127,072 plans)
- #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.
- $4M
- total plan assets (2023 EOY)
- 8
- covered participants
- 41st
- percentile by assets (of 127,072 plans)
- $531,297
- avg assets per participant
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.
Edward K. Holly, D.D.S. across 3 plan years on file
Across the 3 plan years Edward K. Holly, D.D.S. has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $8M, a gain of 61.3%, while reported participants moved from 18 to 16 (-11.1%). Peak year by sponsor assets: 2024 ($8M); trough: 2022 ($5M).
Edward K. Holly, D.D.S. multi-year asset trail
| 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 EIN | 330124739 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING 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
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Edward K. Holly, D.D.S. Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Edward K. Holly, D.D.S. Profit Sharing Plan assets move in 2023? ▼
How have Edward K. Holly, D.D.S. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Edward K. Holly, D.D.S. Profit Sharing Plan? ▼
Next read for Edward K. Holly, D.D.S. Profit Sharing P…
Multi-year trail
Ways to act on Edward K. Holly, D.D.S. Profit Sharing Plan's numbers.
- By total assets, Edward K. Holly, D.D.S. Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Edward K. Holly, D.D.S.'s sponsor-wide assets have grown 61.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans