Profit Sharing · DOL Form 5500 · 2023

Holmes & Turner Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
18
Participants Small participant base
42nd
Percentile by assets National rank
$251,274
Avg per participant Above avg balance/head
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Official DOL plan name: Holmes & Turner Employee Profit Sharing Trust · Sponsored by Holmes & Turner · Montana · Professional & Technical Services

$5M in assets, 18 participants

Holmes & Turner's Holmes & Turner Employee Profit Sharing Trust reported $5M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,133 in Professional & Technical Services (20,321 peers)

Holmes & Turner multi-year trail

Holmes & Turner's plans moved +40.8% in assets from 2022 to 2024; this filing shows Holmes & Turner Employee Profit Sharing Trust at $5M / 18 participants.

#8,133
in Professional & Technical Services (20,321 peers)
+37.9%
assets growth YoY

Holmes & Turner Employee Profit Sharing Trust's mid-pack asset rank among Professional & Technical Services and all filers

Holmes & Turner Employee Profit Sharing Trust vs every filed plan by assets

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

$4,522,927 42nd percentile higher than 42% 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

Holmes & Turner Employee Profit Sharing Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holmes & Turner Employee Profit Sharing Trust is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holmes & Turner Employee Profit Sharing Trust reported net income rose from $602K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Holmes & Turner Employee Profit Sharing Trust end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Holmes & Turner Employee Profit Sharing Trust reported participants fell from 19 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 810347988 · Holmes & Turner PY 2023 · Profit Sharing

Holmes & Turner Employee Profit Sharing Trust · $5M · 18 · 42nd

  • VS-ST $5M
  • BOY 18
  • SCH 42nd
  • EBSA Profit Sharing
  • PART near Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc
  • TYPE ind #8133

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 Professional & Technical Services retirement plans → · Plans in Montana →

Holmes & Turner Employee Profit Sharing Trust in the asset neighbourhood

Sewickley Eye Center, Ltd. 401(k) Profit Sharing PlanSewickley Eye Center, Ltd. 4…$5MHolmes & Turner Employee Profit Sharing TrustHolmes & Turner Employee Pro…$5MProfit Sharing & Health/Disability Plan of L. Joel Kessler, Md, ApcProfit Sharing & Health/Disa…$5MJonas Builders, Inc. Profit Sharing PlanJonas Builders, Inc. Profit …$5MEdmin.Com, Inc. 401(k) Plan$5M
End-of-year total assets ($M) among Holmes & Turner Employee Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Holmes & Turner multi-year asset trail

Sponsor-wide plan assets over time

All Holmes & Turner plans reported in each filing year

Latest sponsor-wide plan assets
$5M 40.82908264759872% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.28M $4.62M ▲ +40.9%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 18 $5M
2024 1 20 $5M

Holmes & Turner filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN810347988
Plan Effective Date1976-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Montana

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

Holmes & Turner Employee Profit Sharing Trust vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300 05101520 Total assets ($M) Participants Holmes & Turner Employee Profit Sharing Trust, Total assets ($M): 4.522927 · Participants: 18Holmes & Turner Employee Profit Sharing TrustBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 18.151451 · Participants: 226Barrett Hospital Development Corporation 403(b) PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 17.914225 · Participants: 26Okeefe Drilling Company Profit-Sharing TrustLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 15.392545 · Participants: 165Langlas & Associates, Inc. Profit Sharing PlanCabinet Peaks Medical Center Personal Retirement Plan, Total assets ($M): 13.548868 · Participants: 279Cabinet Peaks Medical Center Personal Retirement PlanBlue Rock Products Company Profit Sharing Plan, Total assets ($M): 11.923551 · Participants: 77Blue Rock Products Company Profit Sharing Plan
Holmes & Turner Employee Profit Sharing Trust vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Holmes & Turner Employee Profit Sharing Trust side-by-side with 3 peers →

Holmes & Turner Employee Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc in CA ($5M); by covered participants it is Dme Interests, Inc. Retirement Plan in TX (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Holmes & Turner Employee Profit Sharing Trust assets move in 2023? ▼
Holmes & Turner Employee Profit Sharing Trust surged - up 37.9% during 2023, from $3M to $5M. Reported net income was $1M.
How have Holmes & Turner plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holmes & Turner's sponsor-wide assets grew 40.8%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Holmes & Turner Employee Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc in CA ($5M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Holmes & Turner Employee Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dme Interests, Inc. Retirement Plan in TX (18 participants, $487K 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 810347988.

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.