Profit Sharing · DOL Form 5500 · 2024

Holly C. Roundtree Certified Public Accountant Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
N/A
Participants Small participant base
26th
Percentile by assets National rank
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Official DOL plan name: Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant · Sponsored by Holly C. Roundtree Certified Public Accountant · Texas · Professional & Technical Services

$1M in assets, N/A participants

Holly C. Roundtree Certified Public Accountant's Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant reported $1M in total assets and N/A participants in its 2024 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.

  • #4,259 in Professional & Technical Services (20,173 peers)

Holly C. Roundtree Certified Public Accountant multi-year trail

Holly C. Roundtree Certified Public Accountant's plans moved +44.7% in assets from 2022 to 2024; this filing shows Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant at $1M / N/A participants.

#4,259
in Professional & Technical Services (20,173 peers)
+22.5%
assets growth YoY

Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant among the smaller filed plans by assets

Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,379,008 26th percentile higher than 26% of 123,620 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 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant reported net income rose from $173K in the plan year 2023 filing to $253K in the plan year 2024 filing.
  • Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 752173478 · Holly C. Roundtree Certified Public Accountant PY 2024 · Profit Sharing

Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant · $1M · N/A · 26th

  • SCH $1M
  • SCH N/A
  • SCH 26th
  • SCH Profit Sharing
  • SCH near Luis J. Forastieri Maldonado Retirement Plan
  • SCH ind #4259

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 Texas →

Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant in the asset neighbourhood

Profit Sharing Plan for Holly C. Roundtree Certified Public AccountantProfit Sharing Plan for Holl…$1MLuis J. Forastieri Maldonado Retirement PlanLuis J. Forastieri Maldonado…$1MCape Air Puerto Rico Employees Retirement PlanCape Air Puerto Rico Employe…$1MF.a.B.Ulous Specialties, Inc. Profit Sharing PlanF.a.B.Ulous Specialties, Inc…$1MUltrasonido Diagnostico, LLP Profit Sharing Retirement PlanUltrasonido Diagnostico, LLP…$1M
End-of-year total assets ($M) among Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Holly C. Roundtree Certified Public Accountant multi-year asset trail

Sponsor-wide plan assets over time

All Holly C. Roundtree Certified Public Accountant plans reported in each filing year

Latest sponsor-wide plan assets
$1M 44.706946522751075% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.95M $1.38M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 N/A $953K
2023 1 N/A $1M
2024 1 N/A $1M

Holly C. Roundtree Certified Public Accountant filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$253K
Employer EIN752173478
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant, Total assets ($B): 0.001379008 · Participants: 0Profit Sharing Plan for Holly C. Roundtree Certified Public AccountantBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant side-by-side with 3 peers →

Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant's closest out-of-state Profit Sharing peers by assets

Outside Texas, the nearest Profit Sharing by end-of-year assets is Luis J. Forastieri Maldonado Retirement Plan in PR at $1M (this filing: $1M).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant assets move in 2024? ▼
Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant grew sharply - up 22.5% during 2024, from $1M to $1M. Reported net income was $253K.
How have Holly C. Roundtree Certified Public Accountant plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holly C. Roundtree Certified Public Accountant's sponsor-wide assets grew 44.7%, from $953K to $1M.
Which Profit Sharing plans are similar in size to Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant? ▼
Among Profit Sharing plans in other states, the closest by assets is Luis J. Forastieri Maldonado Retirement Plan in PR ($1M, 4 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752173478.

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.