401(k) · DOL Form 5500 · 2024
G Michael Lopez Md 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $3.3M
- Avg per participant High balance/head
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
$10M in assets, 3 participants
G Michael Lopez Md's G Michael Lopez, M.D. Self Employed Profit Sharing Plan reported $10M in total assets and 3 participants in its 2024 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.
- #10,320 in Healthcare & Social Assistance (16,916 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 $10M / 3 participants.
- #10,320
- in Healthcare & Social Assistance (16,916 peers)
- +12.3%
- 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 2024 · DOL Form 5500
$9,918,223 Top 44% higher than 56% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
G Michael Lopez, M.D. Self Employed 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. 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 2023 → plan year 2024
- G Michael Lopez, M.D. Self Employed Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- G Michael Lopez, M.D. Self Employed Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 850305634 · G Michael Lopez Md PY 2024 · 401(k)
G Michael Lopez, M.D. Self Employed Profit Sharing Plan · $10M · 3 · 56th
- NET $10M
- BOOK 3
- VS-ST 56th
- BOY 401(k)
- SCH near New York Hotel & Motel Trades Council AFL-CIO, Staff Pension Plan
- EBSA ind #10320
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 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $7M |
| 2023 | 1 | 3 | $9M |
| 2024 | 1 | 3 | $10M |
G Michael Lopez Md filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 850305634 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $7.2B · 15,926
- Triad 401(k) Retirement Plan $2.5B · 11,744
- Triad 401(k) Savings Plan $900M · 2,058
- Txnm Energy, Inc. Retirement Savings Plan $827M · 1,631
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $648M · 2,218
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 New York Hotel & Motel Trades Council AFL-CIO, Staff Pension Plan in NY ($10M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
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.