Profit Sharing · DOL Form 5500 · 2024
Holmberg Business Ventures, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $186,747
- Avg per participant Above avg balance/head
Official DOL plan name: Holmberg Business Ventures, Inc. Profit Sharing Plan · Sponsored by Holmberg Business Ventures, Inc. · Illinois · Construction
$1M in assets, 6 participants
Holmberg Business Ventures, Inc.'s Holmberg Business Ventures, Inc. Profit Sharing Plan reported $1M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #2,045 in Construction (9,039 peers)
Holmberg Business Ventures, Inc. multi-year trail
Holmberg Business Ventures, Inc.'s plans moved -22.4% in assets from 2022 to 2024; this filing shows Holmberg Business Ventures, Inc. Profit Sharing Plan at $1M / 6 participants.
- #2,045
- in Construction (9,039 peers)
- -10.8%
- assets change YoY
The plan reported a net loss of $136K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Holmberg Business Ventures, Inc. Profit Sharing Plan among the smaller filed plans by assets
Holmberg Business Ventures, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,120,481 24th percentile higher than 24% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Holmberg Business Ventures, Inc. Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holmberg Business Ventures, Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Holmberg Business Ventures, Inc. Profit Sharing Plan reported participants fell from 9 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Holmberg Business Ventures, Inc. Profit Sharing Plan reported net income rose from -$188K in the plan year 2023 filing to -$136K in the plan year 2024 filing.
- Holmberg Business Ventures, Inc. Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 264295675 · Holmberg Business Ventures, Inc. PY 2024 · Profit Sharing
Holmberg Business Ventures, Inc. Profit Sharing Plan · $1M · 6 · 24th
- TYPE $1M
- TYPE 6
- TYPE 24th
- TYPE Profit Sharing
- TYPE near Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan
- TYPE ind #2045
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 Construction retirement plans → · Plans in Illinois →
Holmberg Business Ventures, Inc. Profit Sharing Plan in the asset neighbourhood
Holmberg Business Ventures, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Holmberg Business Ventures, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 22.440886563114322% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $1M |
| 2023 | 1 | 9 | $1M |
| 2024 | 1 | 6 | $1M |
Holmberg Business Ventures, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$136K |
| Employer EIN | 264295675 |
| Plan Effective Date | 2009-02-19 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.5B · 24,278
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $2.0B · 15,593
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.4B · 16,059
Holmberg Business Ventures, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan in FL ($1M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Genesis Five Inc. Profit Sharing Plan (NC) 6 · 0 off
- Sbr Family Corp. Retirement Plan (CT) 6 · 0 off
- Mcclain Services Incorporated Retirement Plan (PA) 6 · 0 off
- Betta Management Inc. Retirement Plan (NJ) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.