Profit Sharing · DOL Form 5500 · 2023

Holiday Properties, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$449,668
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holiday Properties, Inc. Profit Sharing Plan · Sponsored by Holiday Properties, Inc. · Florida · Real Estate

$1M in assets, 3 participants

Holiday Properties, Inc.'s Holiday Properties, Inc. Profit Sharing Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,113 in Real Estate (4,727 peers)

Holiday Properties, Inc. multi-year trail

Holiday Properties, Inc.'s plans moved -57.3% in assets from 2022 to 2024; this filing shows Holiday Properties, Inc. Profit Sharing Plan at $1M / 3 participants.

#2,113
in Real Estate (4,727 peers)
-41.4%
assets change YoY

The plan reported a net loss of $953K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Holiday Properties, Inc. Profit Sharing Plan among the smaller filed plans by assets

Holiday Properties, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,349,004 26th percentile higher than 26% 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

Holiday Properties, Inc. 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. Holiday Properties, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holiday Properties, Inc. Profit Sharing Plan reported participants rose from 1 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Holiday Properties, Inc. Profit Sharing Plan reported net income fell from -$487K in the plan year 2022 filing to -$953K in the plan year 2023 filing.
  • Holiday Properties, Inc. Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 800471709 · Holiday Properties, Inc. PY 2023 · Profit Sharing

Holiday Properties, Inc. Profit Sharing Plan · $1M · 3 · 26th

  • SCH $1M
  • EBSA 3
  • PART 26th
  • TYPE Profit Sharing
  • NET near Joseph M. Small, D.O., PC Profit Sharing Plan
  • BOOK ind #2113

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 Real Estate retirement plans → · Plans in Florida →

Holiday Properties, Inc. Profit Sharing Plan in the asset neighbourhood

Holiday Properties, Inc. Profit Sharing PlanHoliday Properties, Inc. Pro…$1MJoseph M. Small, D.O., PC Profit Sharing PlanJoseph M. Small, D.O., PC Pr…$1MKoenig Holdings, Inc. Retirement PlanKoenig Holdings, Inc. Retire…$1MR&j Capital Group Inc. Retirement PlanR&j Capital Group Inc. Retir…$1MHicks & Hartwick, Inc., Profit Sharing PlanHicks & Hartwick, Inc., Prof…$1M
End-of-year total assets ($M) among Holiday Properties, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Holiday Properties, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Holiday Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$982K 57.34169482747684% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $2.3M $0.98M ▼ -57.4%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 3 $1M
2024 1 4 $982K

Holiday Properties, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$953K
Employer EIN800471709
Plan Effective Date2009-11-05
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Holiday Properties, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Holiday Properties, Inc. Profit Sharing Plan, Total assets ($B): 0.001349004 · Participants: 3Holiday Properties, Inc. Profit Sharing PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Holiday Properties, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Holiday Properties, Inc. Profit Sharing Plan side-by-side with 3 peers →

Holiday Properties, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Joseph M. Small, D.O., PC Profit Sharing Plan in AZ ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Holiday Properties, Inc. Profit Sharing Plan assets move in 2023? ▼
Holiday Properties, Inc. Profit Sharing Plan contracted severely - down 41.4% during 2023, from $2M to $1M. Reported net income was -$953K.
How have Holiday Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holiday Properties, Inc.'s sponsor-wide assets declined 57.3%, from $2M to $982K.
Which Profit Sharing plans are similar in size to Holiday Properties, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Joseph M. Small, D.O., PC Profit Sharing Plan in AZ ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Holiday Properties, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 800471709.

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.