401(k) · DOL Form 5500 · 2023

G Michael Lopez Md 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
3
Participants Small participant base
56th
Percentile by assets National rank
$2.9M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: G Michael Lopez, M.D. Self Employed Profit Sharing Plan · Sponsored by G Michael Lopez Md · New Mexico · Healthcare & Social Assistance

$9M in assets, 3 participants

G Michael Lopez Md's G Michael Lopez, M.D. Self Employed Profit Sharing Plan reported $9M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,883 in Healthcare & Social Assistance (17,684 peers)

G Michael Lopez Md multi-year trail

G Michael Lopez Md's plans moved +37.3% in assets from 2022 to 2024; this filing shows G Michael Lopez, M.D. Self Employed Profit Sharing Plan at $9M / 3 participants.

#10,883
in Healthcare & Social Assistance (17,684 peers)
+22.3%
assets growth YoY

G Michael Lopez, M.D. Self Employed Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

G Michael Lopez, M.D. Self Employed Profit Sharing Plan vs every filed plan by assets

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

$8,833,462 Top 44% higher than 56% 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

G Michael Lopez, M.D. Self Employed 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. G Michael Lopez, M.D. Self Employed 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

  • G Michael Lopez, M.D. Self Employed Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • G Michael Lopez, M.D. Self Employed Profit Sharing Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • G Michael Lopez, M.D. Self Employed Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 850305634 · G Michael Lopez Md PY 2023 · 401(k)

G Michael Lopez, M.D. Self Employed Profit Sharing Plan · $9M · 3 · 56th

  • PCT $9M
  • EIN 3
  • RANK 56th
  • PHOTO 401(k)
  • IND near Vermont Public Co. 401(k) Plan
  • EOY ind #10883

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 →

G Michael Lopez, M.D. Self Employed Profit Sharing Plan in the asset neighbourhood

G Michael Lopez, M.D. Self Employed Profit Sharing PlanG Michael Lopez, M.D. Self E…$9MVermont Public Co. 401(k) PlanVermont Public Co. 401(k) Pl…$9MClose Up Foundation 403(b) Retirement PlanClose Up Foundation 403(b) R…$9MOpterra Solutions, Inc. 401(k)Opterra Solutions, Inc. 401(…$9MLamarque Motor Company 401(k) PlanLamarque Motor Company 401(k…$9M
End-of-year total assets ($M) among G Michael Lopez, M.D. Self Employed Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

G Michael Lopez Md multi-year asset trail

Sponsor-wide plan assets over time

All G Michael Lopez Md plans reported in each filing year

Latest sponsor-wide plan assets
$10M 37.269565178879624% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.23M $9.92M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 4 $7M
2023 1 3 $9M
2024 1 3 $10M

G Michael Lopez Md filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN850305634
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

G Michael Lopez, M.D. Self Employed Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants G Michael Lopez, M.D. Self Employed Profit Sharing Plan, Total assets ($B): 0.008833462 · Participants: 3G Michael Lopez, M.D. Self Employed Profit Sharing PlanNtess 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
G Michael Lopez, M.D. Self Employed Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare G Michael Lopez, M.D. Self Employed Profit Sharing Plan side-by-side with 3 peers →

G Michael Lopez, M.D. Self Employed Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Vermont Public Co. 401(k) Plan in VT ($9M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

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 G Michael Lopez, M.D. Self Employed Profit Sharing Plan assets move in 2023? ▼
G Michael Lopez, M.D. Self Employed Profit Sharing Plan grew sharply - up 22.3% during 2023, from $7M to $9M. Reported net income was $2M.
How have G Michael Lopez Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G Michael Lopez Md's sponsor-wide assets grew 37.3%, from $7M to $10M.
Which 401(k) plans are similar in size to G Michael Lopez, M.D. Self Employed Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vermont Public Co. 401(k) Plan in VT ($9M, 108 participants).
Which 401(k) plans cover a similar participant headcount to G Michael Lopez, M.D. Self Employed Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (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 850305634.

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.