Profit Sharing · DOL Form 5500 · 2022
Margaret S. Fernandez Profit Sharing Plan
Data updated 2026-08-25
- $582K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $582,430
- Avg per participant High balance/head
Official DOL plan name: G & M Retirement Plan · Sponsored by Margaret S. Fernandez · Ohio · Other Services
$582K in assets, 1 participants
Margaret S. Fernandez's G & M Retirement Plan reported $582K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #3,442 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, G & M Retirement Plan ranks #3,442 of 8,398 2022 filers by assets (3446% of the sector average)-$582K for 1 participant.
- #3,442
- in Other Services (8,398 peers)
- -19.2%
- assets change YoY
The plan reported a net loss of $138K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
G & M Retirement Plan among the smaller filed plans by assets
G & M Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$582,430 20th percentile higher than 20% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
G & M Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. G & M Retirement Plan is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 900616264 · Margaret S. Fernandez PY 2022 · Profit Sharing
G & M Retirement Plan · $582K · 1 · 20th
- PART $582K
- TYPE 1
- NET 20th
- BOOK Profit Sharing
- VS-ST near Calderone Abbott PC Profit Sharing Plan
- BOY ind #3442
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 Other Services retirement plans → · Plans in Ohio →
G & M Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $721K |
|---|---|
| Net Assets (End of Year) | $582K |
| Net Income | -$138K |
| Employer EIN | 900616264 |
| Plan Effective Date | 2009-03-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Margaret S. Fernandez)
Sponsor-wide plan assets over time
All Margaret S. Fernandez plans reported in each filing year
- Latest sponsor-wide plan assets
- $600K 2.9534879728035985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $582K |
| 2023 | 1 | 1 | $592K |
| 2024 | 1 | 1 | $600K |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
G & M Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Calderone Abbott PC Profit Sharing Plan in VA ($582K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($582K here).
- Calderone Abbott PC Profit Sharing Plan (VA) $582K · 6
- Home Care of Chester County Inc. Profit Sharing Plan (PA) $583K · 18
- Fourth and Howard Inc. Retirement Plan (PA) $582K · 2
- Rexach & Pico Pension Trust (PR) $583K · 7
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.