Money Purchase · DOL Form 5500 · 2023

Holly Hill Academy, Inc. Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
24th
Percentile by assets National rank
$213,409
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holly Hill Academy Money Purchase Plan · Sponsored by Holly Hill Academy, Inc. · South Carolina · Educational Services

$1M in assets, 5 participants

Holly Hill Academy, Inc.'s Holly Hill Academy Money Purchase Plan reported $1M in total assets and 5 participants in its 2023 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.

  • #593 in Educational Services (3,735 peers)

Holly Hill Academy, Inc. multi-year trail

Holly Hill Academy, Inc.'s plans moved +19.8% in assets from 2022 to 2024; this filing shows Holly Hill Academy Money Purchase Plan at $1M / 5 participants.

#593
in Educational Services (3,735 peers)
+13.8%
assets growth YoY

Holly Hill Academy Money Purchase Plan among the smaller filed plans by assets

Holly Hill Academy Money Purchase Plan vs every filed plan by assets

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

$1,067,045 24th percentile higher than 24% 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

Holly Hill Academy Money Purchase 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. Holly Hill Academy Money Purchase Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holly Hill Academy Money Purchase Plan reported net income rose from $57K in the plan year 2022 filing to $129K in the plan year 2023 filing.
  • Holly Hill Academy Money Purchase Plan reported participants fell from 8 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Holly Hill Academy Money Purchase Plan end-of-year assets rose from $938K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 570524386 · Holly Hill Academy, Inc. PY 2023 · Money Purchase

Holly Hill Academy Money Purchase Plan · $1M · 5 · 24th

  • ASSETS $1M
  • ASSETS 5
  • ASSETS 24th
  • ASSETS Money Purchase
  • ASSETS near St Charles Mesa Water District Money Purchase Plan and Trust
  • ASSETS ind #593

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 Educational Services retirement plans → · Plans in South Carolina →

Holly Hill Academy Money Purchase Plan in the asset neighbourhood

Holly Hill Academy Money Purchase PlanHolly Hill Academy Money Pur…$1MSt Charles Mesa Water District Money Purchase Plan and TrustSt Charles Mesa Water Distri…$1MComputertalk Assoc Inc Money Purchase Pension PlanComputertalk Assoc Inc Money…$1MMoney Purchase Plan$1MJoseph Tseng Self-Employed Money Purchase Fidelity PlanJoseph Tseng Self-Employed M…$1M
End-of-year total assets ($M) among Holly Hill Academy Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Holly Hill Academy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Holly Hill Academy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 19.81631382316314% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M 202220232024 $0.94M $1.12M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 8 $938K
2023 1 5 $1M
2024 1 5 $1M

Holly Hill Academy, Inc. filing trail (2023)

Total Assets (Beginning of Year)$938K
Net Assets (End of Year)$1M
Net Income$129K
Employer EIN570524386
Plan Effective Date1981-07-11
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in South Carolina

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Holly Hill Academy Money Purchase Plan vs. nearby Money Purchase plans in South Carolina, assets vs. participants Scatter plot of 3 data points. 123456 -0.500.511.5 Total assets ($M) Participants Holly Hill Academy Money Purchase Plan, Total assets ($M): 1.067045 · Participants: 5Holly Hill Academy Money Purchase PlanRatliff Cpa Retirement Plan, Total assets ($M): 0.233628 · Participants: 3Ratliff Cpa Retirement PlanEmployee Benefits Plan of Sumter Senior Services, Inc., Total assets ($M): 0.000102 · Participants: 2Employee Benefits Plan of Sumter Senior Services, Inc.
Holly Hill Academy Money Purchase Plan vs. nearby Money Purchase plans in South Carolina, assets vs. participants
Compare Holly Hill Academy Money Purchase Plan side-by-side with 3 peers →

Holly Hill Academy Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside South Carolina, the nearest Money Purchase by assets is St Charles Mesa Water District Money Purchase Plan and Trust in CO ($1M); by covered participants it is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Holly Hill Academy Money Purchase Plan assets move in 2023? ▼
Holly Hill Academy Money Purchase Plan grew at a solid clip - up 13.8% during 2023, from $938K to $1M. Reported net income was $129K.
How have Holly Hill Academy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holly Hill Academy, Inc.'s sponsor-wide assets grew 19.8%, from $938K to $1M.
Where does Holly Hill Academy Money Purchase Plan rank by assets among Form 5500 filers? ▼
Holly Hill Academy Money Purchase Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Holly Hill Academy Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is St Charles Mesa Water District Money Purchase Plan and Trust in CO ($1M, 12 participants).
Which Money Purchase plans cover a similar participant headcount to Holly Hill Academy Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants, $925K 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 570524386.

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.