Defined Benefit (Pension) · DOL Form 5500 · 2022

Michael Cervantes, Dmd Pension Plan

Data updated 2026-08-25

$440K
Total assets Small plan by assets
3
Participants Small participant base
17th
Percentile by assets National rank
$146,795
Avg per participant Above avg balance/head
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Official DOL plan name: Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan · Sponsored by Michael Cervantes, Dmd · California · Healthcare & Social Assistance

$440K in assets, 3 participants

Michael Cervantes, Dmd's Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan reported $440K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,629 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan holds $440K for 3 participants - about $146,795 per participant, among the smaller plans by assets on file.

#2,629
in Healthcare & Social Assistance (20,060 peers)
+0.0%
assets growth YoY

Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan among the smaller filed plans by assets

Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$440,384 17th percentile higher than 17% of 139,123 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 2022

Yolanda S Cervantes, Dmd, 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. Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 330420409 · Michael Cervantes, Dmd PY 2022 · Defined Benefit (Pension)

Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan · $440K · 3 · 17th

  • EIN $440K
  • EIN 3
  • EIN 17th
  • EIN Defined Benefit (Pension)
  • EIN near Northwestern University Non-Contributory Retirement Plan
  • EIN ind #2629

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan in the asset neighbourhood

Yolanda S Cervantes, Dmd, Inc Profit Sharing PlanYolanda S Cervantes, Dmd, In…$440KNorthwestern University Non-Contributory Retirement PlanNorthwestern University Non-…$442KUnited Refining Company of Pennsylvania Pension PlanUnited Refining Company of P…$443KDavid B Pharis, Md PC Cash Balance PlanDavid B Pharis, Md PC Cash B…$438KSmj, Inc. Cash Balance Pension PlanSmj, Inc. Cash Balance Pensi…$444K
End-of-year total assets ($M) among Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$440K
Net Assets (End of Year)$440K
Employer EIN330420409
Plan Effective Date1992-08-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Michael Cervantes, Dmd)

Sponsor-wide plan assets over time

All Michael Cervantes, Dmd plans reported in each filing year

Latest sponsor-wide plan assets
$482K 9.449934602528701% vs 2022
2024 filing year
$0.42M$0.44M$0.46M$0.48M$0.5M 202220232024 $0.44M $0.48M ▲ +9.1%
Year Plans Participants Total Assets
2022 1 3 $440K
2023 1 3 $453K
2024 1 3 $482K

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan, Total assets ($B): 0.000440384 · Participants: 3Yolanda S Cervantes, Dmd, Inc Profit Sharing PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan side-by-side with 3 peers →

Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Northwestern University Non-Contributory Retirement Plan in IL ($442K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); 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.

Frequently Asked Questions

How did Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan assets move in 2022? ▼
Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan held essentially flat - up 0.0% during 2022, from $440K to $440K.
How have Michael Cervantes, Dmd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael Cervantes, Dmd's sponsor-wide assets grew 9.4%, from $440K to $482K.
Where does Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Northwestern University Non-Contributory Retirement Plan in IL ($442K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Yolanda S Cervantes, Dmd, Inc Profit Sharing Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330420409.

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.