401(k) · DOL Form 5500 · 2023
Mariaelena Gonzalez-Sozer Md P 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $146,651
- Avg per participant Above avg balance/head
Official DOL plan name: Mariaelena Gonzalez-Sozer Md P 401(k) Profit Sharing Plan & Trust · Sponsored by Mariaelena Gonzalez-Sozer Md P · Texas · Healthcare & Social Assistance
$1M in assets, 7 participants
Mariaelena Gonzalez-Sozer Md P's Mariaelena Gonzalez-Sozer Md P 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 7 participants in its 2023 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.
- #3,496 in Healthcare & Social Assistance (17,684 peers)
Mariaelena Gonzalez-Sozer Md P multi-year trail
Mariaelena Gonzalez-Sozer Md P's plans moved +45.1% in assets from 2023 to 2024; this filing shows Mariaelena Gonzalez-Sozer Md P 401(k) Profit Sharing Plan & Trust at $1M / 7 participants.
- #3,496
- in Healthcare & Social Assistance (17,684 peers)
- +71.8%
- assets growth YoY
Mariaelena Gonzalez-Sozer Md P 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Mariaelena Gonzalez-Sozer Md P 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,026,560 24th percentile higher than 24% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mariaelena Gonzalez-Sozer Md P 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mariaelena Gonzalez-Sozer Md P 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 582679255 · Mariaelena Gonzalez-Sozer Md P PY 2023 · 401(k)
Mariaelena Gonzalez-Sozer Md P 401(k) Profit Sharing Plan & Trust · $1M · 7 · 24th
- EBSA $1M
- PART 7
- TYPE 24th
- NET 401(k)
- BOOK near Gemstone Foods 401(k) Plan
- VS-ST ind #3496
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 Texas →
Mariaelena Gonzalez-Sozer Md P 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Mariaelena Gonzalez-Sozer Md P multi-year asset trail
Sponsor-wide plan assets over time
All Mariaelena Gonzalez-Sozer Md P plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 45.11192721321696% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 7 | $1M |
| 2024 | 1 | 8 | $1M |
Mariaelena Gonzalez-Sozer Md P filing trail (2023)
| Total Assets (Beginning of Year) | $597K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $429K |
| Employer EIN | 582679255 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Mariaelena Gonzalez-Sozer Md P 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Gemstone Foods 401(k) Plan in AL ($1M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Gemstone Foods 401(k) Plan (AL) $1M · 506
- Zinier, Inc. 401(k) Plan (CA) $1M · 20
- Bronx Family Network 401(k) Plan (NY) $1M · 106
- Expedited Delivery Services, Inc. 401(k) Plan (CA) $1M · 14
Similar participant headcount
Nearest other-state filings by covered participants (7 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.