Defined Benefit (Pension) · DOL Form 5500 · 2024

Edward K. Holly, D.D.S. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
34th
Percentile by assets National rank
$359,993
Avg per participant High balance/head
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Official DOL plan name: Edward K. Holly, D.D.S. Cash Balance Plan · Sponsored by Edward K. Holly, D.D.S. · California · Healthcare & Social Assistance

$3M in assets, 8 participants

Edward K. Holly, D.D.S.'s Edward K. Holly, D.D.S. Cash Balance Plan reported $3M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,682 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. Cash Balance Plan at $3M / 8 participants.

#5,682
in Healthcare & Social Assistance (16,916 peers)
+16.2%
assets growth YoY

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

Edward K. Holly, D.D.S. Cash Balance Plan vs every filed plan by assets

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

$2,879,944 34th percentile higher than 34% 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. Cash Balance 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. Cash Balance 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. Cash Balance Plan reported net income fell from $999K in the plan year 2023 filing to $402K in the plan year 2024 filing.
  • Edward K. Holly, D.D.S. Cash Balance Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330124739 · Edward K. Holly, D.D.S. PY 2024 · Defined Benefit (Pension)

Edward K. Holly, D.D.S. Cash Balance Plan · $3M · 8 · 34th

  • EIN $3M
  • EIN 8
  • EIN 34th
  • EIN Defined Benefit (Pension)
  • EIN near Casper Orthopaedic Associates, P.C. Cash Balance Plan
  • EIN ind #5682

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. Cash Balance Plan in the asset neighbourhood

All Ways Safe, LLC Cash Balance Pension PlanAll Ways Safe, LLC Cash Bala…$3MEdward K. Holly, D.D.S. Cash Balance PlanEdward K. Holly, D.D.S. Cash…$3MCasper Orthopaedic Associates, P.C. Cash Balance PlanCasper Orthopaedic Associate…$3MYehia a. Massoud, Dds Defined Benefit Plan and TrustYehia a. Massoud, Dds Define…$3MCantex Inc Administrative Employees Pension PlanCantex Inc Administrative Em…$3M
End-of-year total assets ($M) among Edward K. Holly, D.D.S. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) 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)$2M
Net Assets (End of Year)$3M
Net Income$402K
Employer EIN330124739
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Edward K. Holly, D.D.S. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Edward K. Holly, D.D.S. Cash Balance Plan, Total assets ($B): 0.002879944 · Participants: 8Edward K. Holly, D.D.S. Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Edward K. Holly, D.D.S. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Edward K. Holly, D.D.S. Cash Balance Plan side-by-side with 3 peers →

Edward K. Holly, D.D.S. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Casper Orthopaedic Associates, P.C. Cash Balance Plan in WY ($3M); by covered participants it is Sol & Sons Shipping, Inc. Defined Benefit Plan in NY (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. Cash Balance Plan assets move in 2024? ▼
Edward K. Holly, D.D.S. Cash Balance Plan grew sharply - up 16.2% during 2024, from $2M to $3M. Reported net income was $402K.
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 Defined Benefit (Pension) plans are similar in size to Edward K. Holly, D.D.S. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Casper Orthopaedic Associates, P.C. Cash Balance Plan in WY ($3M, 108 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Edward K. Holly, D.D.S. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sol & Sons Shipping, Inc. Defined Benefit Plan in NY (8 participants, $2M 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.