401(k) · DOL Form 5500 · 2024
Martha L. Garzon, Dmd, Ms 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Martha L. Garzon, Dmd, Ms 401(k) · Sponsored by Martha L. Garzon, Dmd, Ms · Oklahoma · Healthcare & Social Assistance
$1M in assets, 1 participants
Martha L. Garzon, Dmd, Ms's Martha L. Garzon, Dmd, Ms 401(k) reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #3,402 in Healthcare & Social Assistance (16,916 peers)
Martha L. Garzon, Dmd, Ms multi-year trail
Martha L. Garzon, Dmd, Ms's plans moved +22.9% in assets from 2022 to 2024; this filing shows Martha L. Garzon, Dmd, Ms 401(k) at $1M / 1 participant.
- #3,402
- in Healthcare & Social Assistance (16,916 peers)
- +9.1%
- assets growth YoY
Martha L. Garzon, Dmd, Ms 401(k) among the smaller filed plans by assets
Martha L. Garzon, Dmd, Ms 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,121,075 24th percentile higher than 24% 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
Martha L. Garzon, Dmd, Ms 401(k) among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Martha L. Garzon, Dmd, Ms 401(k) is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Martha L. Garzon, Dmd, Ms 401(k) reported participants fell from 2 in the plan year 2023 filing to 1 in the plan year 2024 filing.
- Martha L. Garzon, Dmd, Ms 401(k) reported net income fell from $115K in the plan year 2023 filing to $94K in the plan year 2024 filing.
- Martha L. Garzon, Dmd, Ms 401(k) end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 461556129 · Martha L. Garzon, Dmd, Ms PY 2024 · 401(k)
Martha L. Garzon, Dmd, Ms 401(k) · $1M · 1 · 24th
- PART $1M
- PART 1
- PART 24th
- PART 401(k)
- PART near Onrak Karno PC 401(k) Profit Sharing Plan & Trust
- PART ind #3402
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 Oklahoma →
Martha L. Garzon, Dmd, Ms 401(k) in the asset neighbourhood
Martha L. Garzon, Dmd, Ms multi-year asset trail
Sponsor-wide plan assets over time
All Martha L. Garzon, Dmd, Ms plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 22.928934065813568% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $912K |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 1 | $1M |
Martha L. Garzon, Dmd, Ms filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $94K |
| Employer EIN | 461556129 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
Martha L. Garzon, Dmd, Ms 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Onrak Karno PC 401(k) Profit Sharing Plan & Trust in NV ($1M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.