401(k) · DOL Form 5500 · 2023

Don P. Gutierrez, Dmd, PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
29th
Percentile by assets National rank
$212,263
Avg per participant Above avg balance/head
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Official DOL plan name: Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust · Sponsored by Don P. Gutierrez, Dmd, PC · New Mexico · Healthcare & Social Assistance

$2M in assets, 8 participants

Don P. Gutierrez, Dmd, PC's Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,666 in Healthcare & Social Assistance (17,684 peers)

Don P. Gutierrez, Dmd, PC multi-year trail

Don P. Gutierrez, Dmd, PC's plans moved +36.7% in assets from 2022 to 2024; this filing shows Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust at $2M / 8 participants.

#4,666
in Healthcare & Social Assistance (17,684 peers)
+20.7%
assets growth YoY

Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust among the smaller filed plans by assets

Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,698,103 29th percentile higher than 29% 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

Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust reported net income rose from -$255K in the plan year 2022 filing to $291K in the plan year 2023 filing.
  • Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 850475859 · Don P. Gutierrez, Dmd, PC PY 2023 · 401(k)

Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust · $2M · 8 · 29th

  • VS-ST $2M
  • BOY 8
  • SCH 29th
  • EBSA 401(k)
  • PART near S & S Industries Inc 401(k) Profit Sharing Plan & Trust
  • TYPE ind #4666

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 New Mexico →

Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust in the asset neighbourhood

Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and TrustDonald P. Gutierrez, Dmd Emp…$2MS & S Industries Inc 401(k) Profit Sharing Plan & TrustS & S Industries Inc 401(k) …$2MRt Hawk 401(k) Profit Sharing PlanRt Hawk 401(k) Profit Sharin…$2MModern Interiors 401(k) Plan$2MJ. Mark Folks, Dds, PC 401(k) PlanJ. Mark Folks, Dds, PC 401(k…$2M
End-of-year total assets ($M) among Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Don P. Gutierrez, Dmd, PC multi-year asset trail

Sponsor-wide plan assets over time

All Don P. Gutierrez, Dmd, PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 36.73349572080348% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.41M $1.92M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 8 $2M
2024 1 8 $2M

Don P. Gutierrez, Dmd, PC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$291K
Employer EIN850475859
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust, Total assets ($B): 0.001698103 · Participants: 8Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and TrustNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust side-by-side with 3 peers →

Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is S & S Industries Inc 401(k) Profit Sharing Plan & Trust in TX ($2M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust assets move in 2023? ▼
Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust grew sharply - up 20.7% during 2023, from $1M to $2M. Reported net income was $291K.
How have Don P. Gutierrez, Dmd, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Don P. Gutierrez, Dmd, PC's sponsor-wide assets grew 36.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is S & S Industries Inc 401(k) Profit Sharing Plan & Trust in TX ($2M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Donald P. Gutierrez, Dmd Employees Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 850475859.

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.