Profit Sharing · DOL Form 5500 · 2023

Humberto Bernal, M.D., P.C. Profit Sharing Plan

Data updated 2026-08-25

$716K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$716,223
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Humberto Bernal, M.D., P.C. Profit Sharing Plan · Sponsored by Humberto Bernal, M.D., P.C. · Michigan · Healthcare & Social Assistance

$716K in assets, 1 participants

Humberto Bernal, M.D., P.C.'s Humberto Bernal, M.D., P.C. Profit Sharing Plan reported $716K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,880 in Healthcare & Social Assistance (17,684 peers)

Humberto Bernal, M.D., P.C. multi-year trail

Humberto Bernal, M.D., P.C.'s plans moved +19.7% in assets from 2022 to 2024; this filing shows Humberto Bernal, M.D., P.C. Profit Sharing Plan at $716K / 1 participant.

#2,880
in Healthcare & Social Assistance (17,684 peers)
+11.1%
assets growth YoY

Humberto Bernal, M.D., P.C. Profit Sharing Plan among the smaller filed plans by assets

Humberto Bernal, M.D., P.C. Profit Sharing Plan vs every filed plan by assets

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

$716,223 21st percentile higher than 21% 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

Humberto Bernal, M.D., P.C. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Humberto Bernal, M.D., P.C. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Humberto Bernal, M.D., P.C. Profit Sharing Plan reported net income rose from -$143K in the plan year 2022 filing to $71K in the plan year 2023 filing.
  • Humberto Bernal, M.D., P.C. Profit Sharing Plan reported participants fell from 3 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Humberto Bernal, M.D., P.C. Profit Sharing Plan end-of-year assets rose from $645K in the plan year 2022 filing to $716K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 383438259 · Humberto Bernal, M.D., P.C. PY 2023 · Profit Sharing

Humberto Bernal, M.D., P.C. Profit Sharing Plan · $716K · 1 · 21st

  • EIN $716K
  • RANK 1
  • PHOTO 21st
  • IND Profit Sharing
  • EOY near Guevara-Abadia Retirement Plan Series 97-1541
  • 5500 ind #2880

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 Michigan →

Humberto Bernal, M.D., P.C. Profit Sharing Plan in the asset neighbourhood

Humberto Bernal, M.D., P.C. Profit Sharing PlanHumberto Bernal, M.D., P.C. …$716KGuevara-Abadia Retirement Plan Series 97-1541Guevara-Abadia Retirement Pl…$716KRichards Investment Group Corp. Retirement PlanRichards Investment Group Co…$717KElizabeth P. Doi, D.D.S. Profit Sharing Plan and TrustElizabeth P. Doi, D.D.S. Pro…$717KJks Hospitality Ventures Inc. Retirement PlanJks Hospitality Ventures Inc…$716K
End-of-year total assets ($M) among Humberto Bernal, M.D., P.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Humberto Bernal, M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Humberto Bernal, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$772K 19.665346577640772% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M$0.8M 202220232024 $0.64M $0.77M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 3 $645K
2023 1 1 $716K
2024 1 1 $772K

Humberto Bernal, M.D., P.C. filing trail (2023)

Total Assets (Beginning of Year)$645K
Net Assets (End of Year)$716K
Net Income$71K
Employer EIN383438259
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

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

Humberto Bernal, M.D., P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Humberto Bernal, M.D., P.C. Profit Sharing Plan, Total assets ($B): 0.000716223 · Participants: 1Humberto Bernal, M.D., P.C. Profit Sharing PlanHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.723538402 · Participants: 14349Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.564072893 · Participants: 10685Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.409857897 · Participants: 9314Ohio Carpenters' Annuity PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.288437417 · Participants: 1404Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.213370381 · Participants: 2389NECA-IBEW Memphis Retirement Plan
Humberto Bernal, M.D., P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Humberto Bernal, M.D., P.C. Profit Sharing Plan side-by-side with 3 peers →

Humberto Bernal, M.D., P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Guevara-Abadia Retirement Plan Series 97-1541 in PR ($716K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Humberto Bernal, M.D., P.C. Profit Sharing Plan assets move in 2023? ▼
Humberto Bernal, M.D., P.C. Profit Sharing Plan grew at a solid clip - up 11.1% during 2023, from $645K to $716K. Reported net income was $71K.
How have Humberto Bernal, M.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Humberto Bernal, M.D., P.C.'s sponsor-wide assets grew 19.7%, from $645K to $772K.
Where does Humberto Bernal, M.D., P.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Humberto Bernal, M.D., P.C. Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Humberto Bernal, M.D., P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Guevara-Abadia Retirement Plan Series 97-1541 in PR ($716K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Humberto Bernal, M.D., P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 383438259.

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.