Defined Benefit (Pension) · DOL Form 5500 · 2024

Michael Cervantes Dmd Pension Plan

Data updated 2026-08-25

$482K
Total assets Small plan by assets
3
Participants Small participant base
17th
Percentile by assets National rank
$160,667
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

$482K in assets, 3 participants

Michael Cervantes Dmd's Yolanda S Cervantes Dmd Inc Profit Sharing Plan reported $482K in total assets and 3 participants in its 2024 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.

  • #2,158 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Yolanda S Cervantes Dmd Inc Profit Sharing Plan holds $482K for 3 participants - about $160,667 per participant, among the smaller plans by assets on file.

#2,158
in Healthcare & Social Assistance (16,916 peers)
+6.4%
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 2024 · DOL Form 5500

$482,000 17th percentile higher than 17% 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

Yolanda S Cervantes Dmd Inc 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. 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 2023 → plan year 2024

  • Yolanda S Cervantes Dmd Inc Profit Sharing Plan reported net income rose from $13K in the plan year 2023 filing to $29K in the plan year 2024 filing.
  • Yolanda S Cervantes Dmd Inc Profit Sharing Plan end-of-year assets rose from $453K in the plan year 2023 filing to $482K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 330420409 · Michael Cervantes Dmd PY 2024 · Defined Benefit (Pension)

Yolanda S Cervantes Dmd Inc Profit Sharing Plan · $482K · 3 · 17th

  • PCT $482K
  • PCT 3
  • PCT 17th
  • PCT Defined Benefit (Pension)
  • PCT near The Mindside LLC Cash Balance Plan
  • PCT ind #2158

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

Ufcw Local 2013 Pension Plan$486KYolanda S Cervantes Dmd Inc Profit Sharing PlanYolanda S Cervantes Dmd Inc …$482KThe Mindside LLC Cash Balance PlanThe Mindside LLC Cash Balanc…$484KNorthwestern University Non-Contributory Retirement PlanNorthwestern University Non-…$479KMarkallen & Co. LLC Cash Balance PlanMarkallen & Co. LLC Cash Bal…$475K
End-of-year total assets ($M) among Yolanda S Cervantes Dmd Inc Profit Sharing Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$453K
Net Assets (End of Year)$482K
Net Income$29K
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): 0.000482 · Participants: 3Yolanda S Cervantes Dmd Inc Profit Sharing PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
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 The Mindside LLC Cash Balance Plan in AL ($484K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($482K 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.

Frequently Asked Questions

How did Yolanda S Cervantes Dmd Inc Profit Sharing Plan assets move in 2024? ▼
Yolanda S Cervantes Dmd Inc Profit Sharing Plan grew at a solid clip - up 6.4% during 2024, from $453K to $482K. Reported net income was $29K.
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 123,622 plans that reported assets for plan year 2024 (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 The Mindside LLC Cash Balance Plan in AL ($484K, 3 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 Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $2M 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 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.