Profit Sharing · DOL Form 5500 · 2024

Richard a. Guzman M.D. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$551,300
Avg per participant High balance/head
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Official DOL plan name: Richard a. Guzman Md Profit Sharing Plan · Sponsored by Richard a. Guzman M.D. · California · Healthcare & Social Assistance

$2M in assets, 3 participants

Richard a. Guzman M.D.'s Richard a. Guzman Md Profit Sharing Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,188 in Healthcare & Social Assistance (16,916 peers)

Richard a. Guzman M.D. multi-year trail

Richard a. Guzman M.D.'s plans moved +50.0% in assets from 2022 to 2024; this filing shows Richard a. Guzman Md Profit Sharing Plan at $2M / 3 participants.

#4,188
in Healthcare & Social Assistance (16,916 peers)
+20.3%
assets growth YoY

Richard a. Guzman Md Profit Sharing Plan among the smaller filed plans by assets

Richard a. Guzman Md Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,653,901 28th percentile higher than 28% of 123,620 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 2024

Richard a. Guzman Md Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard a. Guzman Md Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Richard a. Guzman Md Profit Sharing Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Richard a. Guzman Md Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 330536035 · Richard a. Guzman M.D. PY 2024 · Profit Sharing

Richard a. Guzman Md Profit Sharing Plan · $2M · 3 · 28th

  • VS-ST $2M
  • VS-ST 3
  • VS-ST 28th
  • VS-ST Profit Sharing
  • VS-ST near Koeppel Holdings Inc. Retirement Plan
  • VS-ST ind #4188

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 →

Richard a. Guzman Md Profit Sharing Plan in the asset neighbourhood

Champions Invest, Inc. Profit Sharing PlanChampions Invest, Inc. Profi…$2MJl Rivera Jimenez Retirement PlanJl Rivera Jimenez Retirement…$2MMarc B. Freedman Cpa, P.C. Profit Sharing PlanMarc B. Freedman Cpa, P.C. P…$2MRichard a. Guzman Md Profit Sharing PlanRichard a. Guzman Md Profit …$2MKoeppel Holdings Inc. Retirement PlanKoeppel Holdings Inc. Retire…$2M
End-of-year total assets ($M) among Richard a. Guzman Md Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Richard a. Guzman M.D. multi-year asset trail

Sponsor-wide plan assets over time

All Richard a. Guzman M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 49.999410486983095% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.1M $1.65M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 3 $2M

Richard a. Guzman M.D. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$279K
Employer EIN330536035
Plan Effective Date1991-12-20
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Richard a. Guzman Md Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Richard a. Guzman Md Profit Sharing Plan, Total assets ($B): 0.001653901 · Participants: 3Richard a. Guzman Md Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Richard a. Guzman Md Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Richard a. Guzman Md Profit Sharing Plan side-by-side with 3 peers →

Richard a. Guzman Md Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Koeppel Holdings Inc. Retirement Plan in TX ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Richard a. Guzman Md Profit Sharing Plan assets move in 2024? ▼
Richard a. Guzman Md Profit Sharing Plan grew sharply - up 20.3% during 2024, from $1M to $2M. Reported net income was $279K.
How have Richard a. Guzman M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard a. Guzman M.D.'s sponsor-wide assets grew 50.0%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Richard a. Guzman Md Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Koeppel Holdings Inc. Retirement Plan in TX ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Richard a. Guzman Md Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330536035.

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.