Profit Sharing · DOL Form 5500 · 2023

Getz Funeral Home, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
9
Participants Small participant base
49th
Percentile by assets National rank
$715,738
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Getz Funeral Home Inc. Profit Sharing Plan · Sponsored by Getz Funeral Home, Inc. · New Mexico · Other Services

$6M in assets, 9 participants

Getz Funeral Home, Inc.'s Getz Funeral Home Inc. Profit Sharing Plan reported $6M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,478 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Getz Funeral Home Inc. Profit Sharing Plan ranks #5,478 of 7,857 2023 filers by assets (312% of the sector average)-$6M for 9 participants.

#5,478
in Other Services (7,857 peers)
+18.2%
assets growth YoY

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 2023 · DOL Form 5500

$6,441,638 49th percentile higher than 49% 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

Getz Funeral Home Inc. 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. Getz Funeral Home Inc. Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Getz Funeral Home Inc. Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $993K in the plan year 2023 filing.
  • Getz Funeral Home Inc. Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Getz Funeral Home Inc. Profit Sharing Plan reported participants fell from 10 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 850257849 · Getz Funeral Home, Inc. PY 2023 · Profit Sharing

Getz Funeral Home Inc. Profit Sharing Plan · $6M · 9 · 49th

  • ASSETS $6M
  • PCT 9
  • EIN 49th
  • RANK Profit Sharing
  • PHOTO near Martin Teitelbaum Construction, Inc. Profit Sharing Plan and Trust
  • IND ind #5478

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. Profit Sharing PlanGetz Funeral Home Inc. Profi…$6MMartin Teitelbaum Construction, Inc. Profit Sharing Plan and TrustMartin Teitelbaum Constructi…$6MAakron Rule Corp. Profit Sharing PlanAakron Rule Corp. Profit Sha…$6MInstitutional Wholesale Company, Inc. Profit Sharing PlanInstitutional Wholesale Comp…$6MStudies Weekly 401(k) Plan$6M
End-of-year total assets ($M) among Getz Funeral Home Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$993K
Employer EIN850257849
Plan Effective Date1982-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Getz Funeral Home, Inc.)

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
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.45M $6.98M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 10 $5M
2023 1 9 $6M
2024 1 9 $7M

Nearby Profit Sharing Plans in New Mexico

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

Getz Funeral Home Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400500 Total assets ($M) Participants Getz Funeral Home Inc. Profit Sharing Plan, Total assets ($M): 6.441638 · Participants: 9Getz Funeral Home Inc. Profit Sharing PlanPresbyterian Healthcare Services 401(a) Plan, Total assets ($M): 455.354701 · Participants: 11386Presbyterian Healthcare Services 401(a) PlanPresbyterian Medical Services Discretionary Contribution Plan, Total assets ($M): 34.609608 · Participants: 1015Presbyterian Medical Services Discretionary Contribution PlanSanta Fe Preparatory School DC Retirement Plan, Total assets ($M): 16.323015 · Participants: 132Santa Fe Preparatory School DC Retirement PlanT & R Market Profit Sharing Plan, Total assets ($M): 12.807644 · Participants: 97T & R Market Profit Sharing PlanMedinatura, Inc. Retirement Plan, Total assets ($M): 10.579326 · Participants: 37Medinatura, Inc. Retirement Plan
Getz Funeral Home Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants
Compare Getz Funeral Home Inc. Profit Sharing Plan side-by-side with 3 peers →

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 Martin Teitelbaum Construction, Inc. Profit Sharing Plan and Trust in CA ($6M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Getz Funeral Home Inc. Profit Sharing Plan assets move in 2023? ▼
Getz Funeral Home Inc. Profit Sharing Plan grew sharply - up 18.2% during 2023, from $5M to $6M. Reported net income was $993K.
How have Getz Funeral Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Getz Funeral Home, Inc.'s sponsor-wide assets grew 28.2%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Getz Funeral Home Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Martin Teitelbaum Construction, Inc. Profit Sharing Plan and Trust in CA ($6M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Getz Funeral Home Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants, $136K 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 850257849.

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.