Profit Sharing · DOL Form 5500 · 2024
Holliway Insurance Agency Inc Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $361,650
- Avg per participant High balance/head
Official DOL plan name: Holliway Insurance Agency Inc Profit Sharing Retirement Plan · Sponsored by Holliway Insurance Agency Inc · Colorado · Finance & Insurance
$1M in assets, 3 participants
Holliway Insurance Agency Inc's Holliway Insurance Agency Inc Profit Sharing Retirement Plan reported $1M in total assets and 3 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.
- #1,186 in Finance & Insurance (8,549 peers)
Holliway Insurance Agency Inc multi-year trail
Holliway Insurance Agency Inc's plans moved +24.9% in assets from 2022 to 2024; this filing shows Holliway Insurance Agency Inc Profit Sharing Retirement Plan at $1M / 3 participants.
- #1,186
- in Finance & Insurance (8,549 peers)
- +10.5%
- assets growth YoY
Holliway Insurance Agency Inc Profit Sharing Retirement Plan among the smaller filed plans by assets
Holliway Insurance Agency Inc Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,084,949 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
Holliway Insurance Agency Inc Profit Sharing Retirement 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. Holliway Insurance Agency Inc Profit Sharing Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Holliway Insurance Agency Inc Profit Sharing Retirement Plan end-of-year assets rose from $982K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Holliway Insurance Agency Inc Profit Sharing Retirement Plan reported net income fell from $113K in the plan year 2023 filing to $103K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 840561467 · Holliway Insurance Agency Inc PY 2024 · Profit Sharing
Holliway Insurance Agency Inc Profit Sharing Retirement Plan · $1M · 3 · 24th
- BOY $1M
- BOY 3
- BOY 24th
- BOY Profit Sharing
- BOY near Spring House Window & Door, Inc. Retirement Plan
- BOY ind #1186
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 Finance & Insurance retirement plans → · Plans in Colorado →
Holliway Insurance Agency Inc Profit Sharing Retirement Plan in the asset neighbourhood
Holliway Insurance Agency Inc multi-year asset trail
Sponsor-wide plan assets over time
All Holliway Insurance Agency Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 24.91900032468953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $869K |
| 2023 | 1 | 3 | $982K |
| 2024 | 1 | 3 | $1M |
Holliway Insurance Agency Inc filing trail (2024)
| Total Assets (Beginning of Year) | $982K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $103K |
| Employer EIN | 840561467 |
| Plan Effective Date | 1969-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Colorado
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hensel Phelps Hourly Retirement Plan $60M · 656
- Liberty Pr Mobility 401(k) Savings Plan $53M · 1,145
- Amended & Restated Profit Sharing Plan of Midwest Pms $39M · 163
- Peterson Company Profit-Sharing Plan $22M · 30
- Morgan Energy Corporation Profit Sharing Plan $20M · 1
Holliway Insurance Agency Inc Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Colorado, the nearest Profit Sharing by assets is Spring House Window & Door, Inc. Retirement Plan in PA ($1M); by covered participants it is Amm Restaurant Corp. Retirement Plan in MO (3 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 (3 participants); asset peers above are excluded.
- Amm Restaurant Corp. Retirement Plan (MO) 3 · 0 off
- Ansonics Money Purchase Plan (OR) 3 · 0 off
- Bdm Mortgage Services, Inc. Profit Sharing Plan (CA) 3 · 0 off
- Aatc8 Inc. Retirement Plan (MD) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.