Other · DOL Form 5500 · 2023

Gilbert L Urata Dmd Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
34th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Gilbert L Urata Dmd · Sponsored by Gilbert L Urata Dmd · Alaska · Healthcare & Social Assistance

$3M in assets, 2 participants

Gilbert L Urata Dmd's Gilbert L Urata Dmd reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,968 in Healthcare & Social Assistance (17,684 peers)

Gilbert L Urata Dmd multi-year trail

Gilbert L Urata Dmd's plans moved +17.5% in assets from 2022 to 2024; this filing shows Gilbert L Urata Dmd at $3M / 2 participants.

#5,968
in Healthcare & Social Assistance (17,684 peers)
+8.3%
assets growth YoY

Gilbert L Urata Dmd's mid-pack asset rank among Healthcare & Social Assistance and all filers

Gilbert L Urata Dmd vs every filed plan by assets

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

$2,598,340 34th percentile higher than 34% 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

Gilbert L Urata Dmd among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gilbert L Urata Dmd is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gilbert L Urata Dmd reported net income rose from -$30K in the plan year 2022 filing to $198K in the plan year 2023 filing.
  • Gilbert L Urata Dmd end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 920085507 · Gilbert L Urata Dmd PY 2023 · Other

Gilbert L Urata Dmd · $3M · 2 · 34th

  • ASSETS $3M
  • ASSETS 2
  • ASSETS 34th
  • ASSETS Other
  • ASSETS near Huntington Aligned Medical Group, Inc. 401(k) Plan
  • ASSETS ind #5968

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 Alaska →

Gilbert L Urata Dmd in the asset neighbourhood

Gilbert L Urata Dmd$3MGirl Scouts of Southeastern Michigan 403(b) Retirement Savings PlanGirl Scouts of Southeastern …$3MHuntington Aligned Medical Group, Inc. 401(k) PlanHuntington Aligned Medical G…$3M403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc.403(b) Thrift Plan for Emplo…$3MAlliance Healthcare Services Employee RetirementAlliance Healthcare Services…$3M
End-of-year total assets ($M) among Gilbert L Urata Dmd and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Gilbert L Urata Dmd multi-year asset trail

Sponsor-wide plan assets over time

All Gilbert L Urata Dmd plans reported in each filing year

Latest sponsor-wide plan assets
$3M 17.525996118601796% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.4M $2.82M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $3M
2024 1 2 $3M

Gilbert L Urata Dmd filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$198K
Employer EIN920085507
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alaska

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

Gilbert L Urata Dmd vs. nearby Other plans in Alaska, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50050100150200250 Total assets ($M) Participants Gilbert L Urata Dmd, Total assets ($M): 2.59834 · Participants: 2Gilbert L Urata DmdAlaska Native Tribal Health Consortium Retirement Savings Plan, Total assets ($M): 191.807166 · Participants: 3491Alaska Native Tribal Health Consortium Retirement Savings PlanAlaska Native Tribal Health Consortium Retirement Plan, Total assets ($M): 127.854041 · Participants: 2433Alaska Native Tribal Health Consortium Retirement PlanCentral Peninsula Hospital Retirement Plan, Total assets ($M): 97.787456 · Participants: 1041Central Peninsula Hospital Retirement PlanBrooks Range 401(k) Profit Sharing Plan K'oyitl'ots'ina, Ltd., Total assets ($M): 26.119957 · Participants: 608Brooks Range 401(k) Profit Sharing Plan K'oyitl'ots'ina, Ltd.Norton Sound Health Corporation Employee Tax-Deferred 403(b) Plan, Total assets ($M): 24.714078 · Participants: 707Norton Sound Health Corporation Employee Tax-Deferred 403(b) Plan
Gilbert L Urata Dmd vs. nearby Other plans in Alaska, assets vs. participants
Compare Gilbert L Urata Dmd side-by-side with 3 peers →

Gilbert L Urata Dmd's out-of-state Other peers by assets and headcount

Outside Alaska, the nearest Other by assets is Huntington Aligned Medical Group, Inc. 401(k) Plan in CA ($3M); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Gilbert L Urata Dmd assets move in 2023? ▼
Gilbert L Urata Dmd grew at a solid clip - up 8.3% during 2023, from $2M to $3M. Reported net income was $198K.
How have Gilbert L Urata Dmd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gilbert L Urata Dmd's sponsor-wide assets grew 17.5%, from $2M to $3M.
Which Other plans are similar in size to Gilbert L Urata Dmd? ▼
Among Other plans in other states, the closest by assets is Huntington Aligned Medical Group, Inc. 401(k) Plan in CA ($3M, 31 participants).
Which Other plans cover a similar participant headcount to Gilbert L Urata Dmd? ▼
Among Other plans in other states, the closest by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants, $464K 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 920085507.

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.