Profit Sharing · DOL Form 5500 · 2024

Holmes & Turner, P.C. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
20
Participants Small participant base
41st
Percentile by assets National rank
$230,964
Avg per participant Above avg balance/head
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Official DOL plan name: Holmes & Turner Employee Profit Sharing Trust · Sponsored by Holmes & Turner, P.C. · Montana · Professional & Technical Services

$5M in assets, 20 participants

Holmes & Turner, P.C.'s Holmes & Turner Employee Profit Sharing Trust reported $5M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,656 in Professional & Technical Services (20,173 peers)

Holmes & Turner, P.C. multi-year trail

Holmes & Turner, P.C.'s plans moved +40.8% in assets from 2022 to 2024; this filing shows Holmes & Turner Employee Profit Sharing Trust at $5M / 20 participants.

#7,656
in Professional & Technical Services (20,173 peers)
+2.1%
assets growth YoY

Holmes & Turner Employee Profit Sharing Trust's mid-pack asset rank among Professional & Technical Services and all filers

Holmes & Turner Employee Profit Sharing Trust vs every filed plan by assets

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

$4,619,277 41st percentile higher than 41% 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

Holmes & Turner Employee Profit Sharing Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holmes & Turner Employee Profit Sharing Trust is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holmes & Turner Employee Profit Sharing Trust reported net income fell from $1M in the plan year 2023 filing to $155K in the plan year 2024 filing.
  • Holmes & Turner Employee Profit Sharing Trust reported participants rose from 18 in the plan year 2023 filing to 20 in the plan year 2024 filing.
  • Holmes & Turner Employee Profit Sharing Trust end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 810347988 · Holmes & Turner, P.C. PY 2024 · Profit Sharing

Holmes & Turner Employee Profit Sharing Trust · $5M · 20 · 41st

  • TYPE $5M
  • NET 20
  • BOOK 41st
  • VS-ST Profit Sharing
  • BOY near Randall S. Honda, D.D.S. Inc. Profit Sharing Plan
  • SCH ind #7656

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 Montana →

Holmes & Turner Employee Profit Sharing Trust in the asset neighbourhood

Holmes & Turner Employee Profit Sharing TrustHolmes & Turner Employee Pro…$5MRandall S. Honda, D.D.S. Inc. Profit Sharing PlanRandall S. Honda, D.D.S. Inc…$5MMccutcheon Associates, PA Profit Sharing PlanMccutcheon Associates, PA Pr…$5MCrb Caribe 1165(e) Profit Sharing PlanCrb Caribe 1165(e) Profit Sh…$5MPatrick and Co. Profit Sharing PlanPatrick and Co. Profit Shari…$5M
End-of-year total assets ($M) among Holmes & Turner Employee Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Holmes & Turner, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Holmes & Turner, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 40.82908264759872% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.28M $4.62M ▲ +40.9%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 18 $5M
2024 1 20 $5M

Holmes & Turner, P.C. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$155K
Employer EIN810347988
Plan Effective Date1976-05-30
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Montana

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

Holmes & Turner Employee Profit Sharing Trust vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400 010203040 Total assets ($M) Participants Holmes & Turner Employee Profit Sharing Trust, Total assets ($M): 4.619277 · Participants: 20Holmes & Turner Employee Profit Sharing TrustRocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan, Total assets ($M): 29.784406 · Participants: 147Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity PlanBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 19.423785 · Participants: 227Barrett Hospital Development Corporation 403(b) PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 18.451598 · Participants: 24Okeefe Drilling Company Profit-Sharing TrustLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 17.843577 · Participants: 194Langlas & Associates, Inc. Profit Sharing PlanCabinet Peaks Medical Center Personal Retirement Plan, Total assets ($M): 14.934049 · Participants: 296Cabinet Peaks Medical Center Personal Retirement Plan
Holmes & Turner Employee Profit Sharing Trust vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Holmes & Turner Employee Profit Sharing Trust side-by-side with 3 peers →

Holmes & Turner Employee Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is Randall S. Honda, D.D.S. Inc. Profit Sharing Plan in HI ($5M); by covered participants it is Birken Productions, Inc. Profit Sharing Plan in CA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Holmes & Turner Employee Profit Sharing Trust assets move in 2024? ▼
Holmes & Turner Employee Profit Sharing Trust edged up modestly - up 2.1% during 2024, from $5M to $5M. Reported net income was $155K.
How have Holmes & Turner, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holmes & Turner, P.C.'s sponsor-wide assets grew 40.8%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Holmes & Turner Employee Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Randall S. Honda, D.D.S. Inc. Profit Sharing Plan in HI ($5M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Holmes & Turner Employee Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Birken Productions, Inc. Profit Sharing Plan in CA (20 participants, $11M 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 810347988.

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.