Profit Sharing · DOL Form 5500 · 2022
Getz Funeral Home, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $544,829
- Avg per participant High balance/head
Official DOL plan name: Getz Funeral Home Inc. Profit Sharing Plan · Sponsored by Getz Funeral Home, Inc. · New Mexico · Other Services
$5M in assets, 10 participants
Getz Funeral Home, Inc.'s Getz Funeral Home Inc. Profit Sharing Plan reported $5M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #5,957 in Other Services (8,398 peers)
Getz Funeral Home, Inc. multi-year trail
Getz Funeral Home, Inc.'s plans moved +28.2% in assets from 2022 to 2024; this filing shows Getz Funeral Home Inc. Profit Sharing Plan at $5M / 10 participants.
- #5,957
- in Other Services (8,398 peers)
- -27.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Getz Funeral Home Inc. Profit Sharing Plan's mid-pack asset rank among Other Services and all filers
Getz Funeral Home Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,448,293 Top 48% higher than 52% 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
Getz Funeral Home Inc. Profit Sharing 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. Getz Funeral Home Inc. Profit Sharing Plan is a micro filing (10 participants), the leftmost band.
DOL schedule card
Filing strip 850257849 · Getz Funeral Home, Inc. PY 2022 · Profit Sharing
Getz Funeral Home Inc. Profit Sharing Plan · $5M · 10 · 52nd
- NET $5M
- NET 10
- NET 52nd
- NET Profit Sharing
- NET near Ernest Peterson, Incorporated Profit Sharing
- NET ind #5957
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 New Mexico →
Getz Funeral Home Inc. Profit Sharing Plan in the asset neighbourhood
Getz Funeral Home, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Getz Funeral Home, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 28.183286031055964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $5M |
| 2023 | 1 | 9 | $6M |
| 2024 | 1 | 9 | $7M |
Getz Funeral Home, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 850257849 |
| Plan Effective Date | 1982-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Mexico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Presbyterian Healthcare Services 401(a) Plan $372M · 11,300
- Presbyterian Medical Services Discretionary Contribution Plan $30M · 989
- Santa Fe Preparatory School DC Retirement Plan $15M · 174
- Medinatura, Inc. Retirement Plan $14M · 32
- T & R Market Profit Sharing Plan $11M · 109
Getz Funeral Home Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Mexico, the nearest Profit Sharing by assets is Ernest Peterson, Incorporated Profit Sharing in CT ($5M); by covered participants it is Khenricks Inc. Retirement Plan in MN (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Khenricks Inc. Retirement Plan (MN) 10 · 0 off
- Group One, Inc. Profit Sharing Plan (ID) 10 · 0 off
- Classic Tile, Inc. Profit Sharing Plan (NJ) 10 · 0 off
- Miller Enterprises of Sc Inc. Retirement Plan (SC) 10 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.