Profit Sharing · DOL Form 5500 · 2024

Edward K. Holly, D.D.S. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
8
Participants Small participant base
42nd
Percentile by assets National rank
$624,493
Avg per participant High balance/head
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Official DOL plan name: Edward K. Holly, D.D.S. Profit Sharing Plan · Sponsored by Edward K. Holly, D.D.S. · California · Healthcare & Social Assistance

$5M in assets, 8 participants

Edward K. Holly, D.D.S.'s Edward K. Holly, D.D.S. Profit Sharing Plan reported $5M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,620 in Healthcare & Social Assistance (16,916 peers)

Edward K. Holly, D.D.S. multi-year trail

Edward K. Holly, D.D.S.'s plans moved +61.3% in assets from 2022 to 2024; this filing shows Edward K. Holly, D.D.S. Profit Sharing Plan at $5M / 8 participants.

#7,620
in Healthcare & Social Assistance (16,916 peers)
+17.5%
assets growth YoY

Edward K. Holly, D.D.S. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Edward K. Holly, D.D.S. Profit Sharing Plan vs every filed plan by assets

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

$4,995,943 42nd percentile higher than 42% 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

Edward K. Holly, D.D.S. 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. Edward K. Holly, D.D.S. Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edward K. Holly, D.D.S. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Edward K. Holly, D.D.S. Profit Sharing Plan reported net income fell from $848K in the plan year 2023 filing to $746K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330124739 · Edward K. Holly, D.D.S. PY 2024 · Profit Sharing

Edward K. Holly, D.D.S. Profit Sharing Plan · $5M · 8 · 42nd

  • VS-ST $5M
  • BOY 8
  • SCH 42nd
  • EBSA Profit Sharing
  • PART near Hiner Ventures Inc. Retirement Plan
  • TYPE ind #7620

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Edward K. Holly, D.D.S. Profit Sharing Plan in the asset neighbourhood

Edward K. Holly, D.D.S. Profit Sharing PlanEdward K. Holly, D.D.S. Prof…$5MCentury, Inc. Profit Sharing PlanCentury, Inc. Profit Sharing…$5MUnited Methodist Childrens Home 403(b) PlanUnited Methodist Childrens H…$5MModern Legacy Holdings Inc. Retirement PlanModern Legacy Holdings Inc. …$5MHiner Ventures Inc. Retirement PlanHiner Ventures Inc. Retireme…$5M
End-of-year total assets ($M) among Edward K. Holly, D.D.S. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Edward K. Holly, D.D.S. multi-year asset trail

Sponsor-wide plan assets over time

All Edward K. Holly, D.D.S. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 61.34540149789517% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.88M $7.88M ▲ +61.5%
Year Plans Participants Total Assets
2022 2 18 $5M
2023 2 16 $7M
2024 2 16 $8M

Edward K. Holly, D.D.S. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$746K
Employer EIN330124739
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Edward K. Holly, D.D.S. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Edward K. Holly, D.D.S. Profit Sharing Plan, Total assets ($B): 0.004995943 · Participants: 8Edward K. Holly, D.D.S. Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Edward K. Holly, D.D.S. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Edward K. Holly, D.D.S. Profit Sharing Plan side-by-side with 3 peers →

Edward K. Holly, D.D.S. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Hiner Ventures Inc. Retirement Plan in TX ($5M); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

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 Edward K. Holly, D.D.S. Profit Sharing Plan assets move in 2024? ▼
Edward K. Holly, D.D.S. Profit Sharing Plan grew sharply - up 17.5% during 2024, from $4M to $5M. Reported net income was $746K.
How have Edward K. Holly, D.D.S. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward K. Holly, D.D.S.'s sponsor-wide assets grew 61.3%, from $5M to $8M.
Which Profit Sharing plans are similar in size to Edward K. Holly, D.D.S. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hiner Ventures Inc. Retirement Plan in TX ($5M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Edward K. Holly, D.D.S. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants, N/A in assets).

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 330124739.

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.