Money Purchase · DOL Form 5500 · 2024

Holly Hill Academy, Inc. Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
24th
Percentile by assets National rank
$224,752
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holly Hill Academy Money Purchase Plan · Sponsored by Holly Hill Academy, Inc. · South Carolina · Educational Services

$1M in assets, 5 participants

Holly Hill Academy, Inc.'s Holly Hill Academy Money Purchase Plan reported $1M in total assets and 5 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.

  • #552 in Educational Services (3,638 peers)

Holly Hill Academy, Inc. multi-year trail

Holly Hill Academy, Inc.'s plans moved +19.8% in assets from 2022 to 2024; this filing shows Holly Hill Academy Money Purchase Plan at $1M / 5 participants.

#552
in Educational Services (3,638 peers)
+5.3%
assets growth YoY

Holly Hill Academy Money Purchase Plan among the smaller filed plans by assets

Holly Hill Academy Money Purchase Plan vs every filed plan by assets

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

$1,123,762 24th percentile higher than 24% 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

Holly Hill Academy Money Purchase 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. Holly Hill Academy Money Purchase Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holly Hill Academy Money Purchase Plan reported net income fell from $129K in the plan year 2023 filing to $57K in the plan year 2024 filing.
  • Holly Hill Academy Money Purchase Plan 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 570524386 · Holly Hill Academy, Inc. PY 2024 · Money Purchase

Holly Hill Academy Money Purchase Plan · $1M · 5 · 24th

  • EIN $1M
  • RANK 5
  • PHOTO 24th
  • IND Money Purchase
  • EOY near Heliarc Welding Service Profit Sharing Plan Trust
  • 5500 ind #552

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 Educational Services retirement plans → · Plans in South Carolina →

Holly Hill Academy Money Purchase Plan in the asset neighbourhood

Holly Hill Academy Money Purchase PlanHolly Hill Academy Money Pur…$1MHeliarc Welding Service Profit Sharing Plan TrustHeliarc Welding Service Prof…$1MAntolin J. Padilla Morales Retirement PlanAntolin J. Padilla Morales R…$1MKenneth G. Calewarts Money Purchase Pension Plan and TrustKenneth G. Calewarts Money P…$1MOrlando Gonzalez Vazquez, M.D. Retirement PlanOrlando Gonzalez Vazquez, M.…$1M
End-of-year total assets ($M) among Holly Hill Academy Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Holly Hill Academy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Holly Hill Academy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 19.81631382316314% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M 202220232024 $0.94M $1.12M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 8 $938K
2023 1 5 $1M
2024 1 5 $1M

Holly Hill Academy, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$57K
Employer EIN570524386
Plan Effective Date1981-07-11
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in South Carolina

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Holly Hill Academy Money Purchase Plan vs. nearby Money Purchase plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Holly Hill Academy Money Purchase Plan, Total assets ($B): 0.001123762 · Participants: 5Holly Hill Academy Money Purchase PlanNational Electrical Annuity Plan, Total assets ($B): 18.070198898 · Participants: 86141National Electrical Annuity PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Tiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanKaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement Plan
Holly Hill Academy Money Purchase Plan vs. nearby Money Purchase plans in South Carolina, assets vs. participants

Holly Hill Academy Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside South Carolina, the nearest Money Purchase by assets is Heliarc Welding Service Profit Sharing Plan Trust in CO ($1M); by covered participants it is Aguadilla Eye Md Psc Retirement Plan in PR (5 participants). Same-state nearby plans are listed separately above.

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 Holly Hill Academy Money Purchase Plan assets move in 2024? ▼
Holly Hill Academy Money Purchase Plan grew at a solid clip - up 5.3% during 2024, from $1M to $1M. Reported net income was $57K.
How have Holly Hill Academy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holly Hill Academy, Inc.'s sponsor-wide assets grew 19.8%, from $938K to $1M.
Where does Holly Hill Academy Money Purchase Plan rank by assets among Form 5500 filers? ▼
Holly Hill Academy Money Purchase Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Holly Hill Academy Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Heliarc Welding Service Profit Sharing Plan Trust in CO ($1M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Holly Hill Academy Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Aguadilla Eye Md Psc Retirement Plan in PR (5 participants, $824K in assets).