Profit Sharing · DOL Form 5500 · 2023

Holly Investment Co. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
25th
Percentile by assets National rank
$185,161
Avg per participant Above avg balance/head
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Official DOL plan name: Employee Profit Sharing Plan of Holly Investment Co. · Sponsored by Holly Investment Co. · Colorado · Agriculture, Forestry & Fishing

$1M in assets, 6 participants

Holly Investment Co.'s Employee Profit Sharing Plan of Holly Investment Co. reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #302 in Agriculture, Forestry & Fishing (1,288 peers)

What the 2023 filing shows

Employee Profit Sharing Plan of Holly Investment Co. holds $1M for 6 participants - about $185,161 per participant, in the lower half of filed plans by assets.

#302
in Agriculture, Forestry & Fishing (1,288 peers)
-0.7%
assets change YoY

The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Profit Sharing Plan of Holly Investment Co. among the smaller filed plans by assets

Employee Profit Sharing Plan of Holly Investment Co. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,110,967 25th percentile higher than 25% of 127,068 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 2023

Employee Profit Sharing Plan of Holly Investment Co. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Profit Sharing Plan of Holly Investment Co. is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Profit Sharing Plan of Holly Investment Co. reported net income fell from -$7K in the plan year 2022 filing to -$8K in the plan year 2023 filing.
  • Employee Profit Sharing Plan of Holly Investment Co. reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 840598518 · Holly Investment Co. PY 2023 · Profit Sharing

Employee Profit Sharing Plan of Holly Investment Co. · $1M · 6 · 25th

  • 5500 $1M
  • ASSETS 6
  • PCT 25th
  • EIN Profit Sharing
  • RANK near Ac Technical Services Corp Retirement Plan
  • PHOTO ind #302

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Colorado →

Employee Profit Sharing Plan of Holly Investment Co. in the asset neighbourhood

Employee Profit Sharing Plan of Holly Investment Co.Employee Profit Sharing Plan…$1MAc Technical Services Corp Retirement PlanAc Technical Services Corp R…$1MSepsp Mary Beth Krafty Md$1MPoseidon Consultants Inc. Profit Sharing PlanPoseidon Consultants Inc. Pr…$1MMorris Transparent Box Co. Retirement PlanMorris Transparent Box Co. R…$1M
End-of-year total assets ($M) among Employee Profit Sharing Plan of Holly Investment Co. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$8K
Employer EIN840598518
Plan Effective Date1973-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holly Investment Co.)

Sponsor-wide plan assets over time

All Holly Investment Co. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0.6794407487437051% vs 2022
2023 filing year
$1.11M$1.11M$1.12M$1.12M$1.13M 20222023 $1.12M $1.11M ▼ -0.9%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 6 $1M

Nearby Profit Sharing Plans in Colorado

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

Employee Profit Sharing Plan of Holly Investment Co. vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Employee Profit Sharing Plan of Holly Investment Co., Total assets ($M): 1.110967 · Participants: 6Employee Profit Sharing Plan of Holly Investment Co.Hensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
Employee Profit Sharing Plan of Holly Investment Co. vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Employee Profit Sharing Plan of Holly Investment Co. side-by-side with 3 peers →

Employee Profit Sharing Plan of Holly Investment Co.'s out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Ac Technical Services Corp Retirement Plan in PR ($1M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Employee Profit Sharing Plan of Holly Investment Co. assets move in 2023? ▼
Employee Profit Sharing Plan of Holly Investment Co. held essentially flat - down 0.7% during 2023, from $1M to $1M. Reported net income was -$8K.
How have Holly Investment Co. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Holly Investment Co.'s sponsor-wide assets declined 0.7%, from $1M to $1M.
Where does Employee Profit Sharing Plan of Holly Investment Co. rank by assets among Form 5500 filers? ▼
Employee Profit Sharing Plan of Holly Investment Co. ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Employee Profit Sharing Plan of Holly Investment Co.? ▼
Among Profit Sharing plans in other states, the closest by assets is Ac Technical Services Corp Retirement Plan in PR ($1M, 19 participants).
Which Profit Sharing plans cover a similar participant headcount to Employee Profit Sharing Plan of Holly Investment Co.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840598518.

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.