Defined Benefit (Pension) · DOL Form 5500 · 2023

Michael Cervantes, Dmd Pension Plan

Data updated 2026-08-25

$453K
Total assets Small plan by assets
3
Participants Small participant base
17th
Percentile by assets National rank
$151,056
Avg per participant Above avg balance/head
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Official DOL plan name: Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan · Sponsored by Michael Cervantes, Dmd · California · Healthcare & Social Assistance

$453K in assets, 3 participants

Michael Cervantes, Dmd's Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan reported $453K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,186 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan holds $453K for 3 participants - about $151,056 per participant, among the smaller plans by assets on file.

#2,186
in Healthcare & Social Assistance (17,684 peers)
+2.9%
assets growth YoY

Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan among the smaller filed plans by assets

Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan vs every filed plan by assets

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

$453,168 17th percentile higher than 17% 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

Yolanda S Cervantes. Dmd.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. Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan end-of-year assets rose from $440K in the plan year 2022 filing to $453K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330420409 · Michael Cervantes, Dmd PY 2023 · Defined Benefit (Pension)

Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan · $453K · 3 · 17th

  • IND $453K
  • IND 3
  • IND 17th
  • IND Defined Benefit (Pension)
  • IND near Cantex Inc Non-Union Hourly Employees Pension Plan
  • IND ind #2186

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 California →

Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan in the asset neighbourhood

Yolanda S Cervantes. Dmd.Inc Profit Sharing PlanYolanda S Cervantes. Dmd.Inc…$453KCantex Inc Non-Union Hourly Employees Pension PlanCantex Inc Non-Union Hourly …$453KNalin Mathur, Md, PA Cash Balance PlanNalin Mathur, Md, PA Cash Ba…$453KBiourja Renewables Cash Balance PlanBiourja Renewables Cash Bala…$454KBindery Industry Employers Gcc / Ibt Pension PlanBindery Industry Employers G…$452K
End-of-year total assets ($M) among Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$440K
Net Assets (End of Year)$453K
Net Income$13K
Employer EIN330420409
Plan Effective Date1992-08-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Michael Cervantes, Dmd)

Sponsor-wide plan assets over time

All Michael Cervantes, Dmd plans reported in each filing year

Latest sponsor-wide plan assets
$482K 9.449934602528701% vs 2022
2024 filing year
$0.42M$0.44M$0.46M$0.48M$0.5M 202220232024 $0.44M $0.48M ▲ +9.1%
Year Plans Participants Total Assets
2022 1 3 $440K
2023 1 3 $453K
2024 1 3 $482K

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan, Total assets ($B): 0.000453168 · Participants: 3Yolanda S Cervantes. Dmd.Inc Profit Sharing PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan side-by-side with 3 peers →

Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Cantex Inc Non-Union Hourly Employees Pension Plan in TX ($453K); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan assets move in 2023? ▼
Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan edged up modestly - up 2.9% during 2023, from $440K to $453K. Reported net income was $13K.
How have Michael Cervantes, Dmd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael Cervantes, Dmd's sponsor-wide assets grew 9.4%, from $440K to $482K.
Where does Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan ranks in the 17th 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 Defined Benefit (Pension) plans are similar in size to Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cantex Inc Non-Union Hourly Employees Pension Plan in TX ($453K, 22 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 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 330420409.

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.