401(k) · DOL Form 5500 · 2023

Martha L. Garzon, Dmd, Ms 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$513,611
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Martha L. Garzon, Dmd, Ms 401(k) · Sponsored by Martha L. Garzon, Dmd, Ms · Oklahoma · Healthcare & Social Assistance

$1M in assets, 2 participants

Martha L. Garzon, Dmd, Ms's Martha L. Garzon, Dmd, Ms 401(k) reported $1M in total assets and 2 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.

  • #3,498 in Healthcare & Social Assistance (17,684 peers)

Martha L. Garzon, Dmd, Ms multi-year trail

Martha L. Garzon, Dmd, Ms's plans moved +22.9% in assets from 2022 to 2024; this filing shows Martha L. Garzon, Dmd, Ms 401(k) at $1M / 2 participants.

#3,498
in Healthcare & Social Assistance (17,684 peers)
+12.6%
assets growth YoY

Martha L. Garzon, Dmd, Ms 401(k) among the smaller filed plans by assets

Martha L. Garzon, Dmd, Ms 401(k) vs every filed plan by assets

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

$1,027,222 24th percentile higher than 24% 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

Martha L. Garzon, Dmd, Ms 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Martha L. Garzon, Dmd, Ms 401(k) is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Martha L. Garzon, Dmd, Ms 401(k) reported net income rose from -$40K in the plan year 2022 filing to $115K in the plan year 2023 filing.
  • Martha L. Garzon, Dmd, Ms 401(k) reported participants fell from 6 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Martha L. Garzon, Dmd, Ms 401(k) end-of-year assets rose from $912K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 461556129 · Martha L. Garzon, Dmd, Ms PY 2023 · 401(k)

Martha L. Garzon, Dmd, Ms 401(k) · $1M · 2 · 24th

  • ASSETS $1M
  • ASSETS 2
  • ASSETS 24th
  • ASSETS 401(k)
  • ASSETS near Assurance One of Texas 401(k) Plan
  • ASSETS ind #3498

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 Oklahoma →

Martha L. Garzon, Dmd, Ms 401(k) in the asset neighbourhood

Martha L. Garzon, Dmd, Ms 401(k)Martha L. Garzon, Dmd, Ms 40…$1MAssurance One of Texas 401(k) PlanAssurance One of Texas 401(k…$1MMobley Associates 401(k)$1MDebarros Inc. Profit Sharing Plan & TrustDebarros Inc. Profit Sharing…$1MPrestige Worldwide Usvi Inc 401(k) TrustPrestige Worldwide Usvi Inc …$1M
End-of-year total assets ($M) among Martha L. Garzon, Dmd, Ms 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Martha L. Garzon, Dmd, Ms multi-year asset trail

Sponsor-wide plan assets over time

All Martha L. Garzon, Dmd, Ms plans reported in each filing year

Latest sponsor-wide plan assets
$1M 22.928934065813568% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.91M $1.12M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 6 $912K
2023 1 2 $1M
2024 1 1 $1M

Martha L. Garzon, Dmd, Ms filing trail (2023)

Total Assets (Beginning of Year)$912K
Net Assets (End of Year)$1M
Net Income$115K
Employer EIN461556129
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Martha L. Garzon, Dmd, Ms 401(k) vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Martha L. Garzon, Dmd, Ms 401(k), Total assets ($B): 0.001027222 · Participants: 2Martha L. Garzon, Dmd, Ms 401(k)Quiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Martha L. Garzon, Dmd, Ms 401(k) vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Martha L. Garzon, Dmd, Ms 401(k) side-by-side with 3 peers →

Martha L. Garzon, Dmd, Ms 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Assurance One of Texas 401(k) Plan in TX ($1M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

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 Martha L. Garzon, Dmd, Ms 401(k) assets move in 2023? ▼
Martha L. Garzon, Dmd, Ms 401(k) grew at a solid clip - up 12.6% during 2023, from $912K to $1M. Reported net income was $115K.
How have Martha L. Garzon, Dmd, Ms plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martha L. Garzon, Dmd, Ms's sponsor-wide assets grew 22.9%, from $912K to $1M.
Where does Martha L. Garzon, Dmd, Ms 401(k) rank by assets among Form 5500 filers? ▼
Martha L. Garzon, Dmd, Ms 401(k) ranks in the 24th 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 401(k) plans are similar in size to Martha L. Garzon, Dmd, Ms 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Assurance One of Texas 401(k) Plan in TX ($1M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Martha L. Garzon, Dmd, Ms 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 461556129.

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.