Profit Sharing · DOL Form 5500 · 2024
C. Bonner Oates, D.D.S. Profit Sharing Plan
Data updated 2026-08-25
- $754K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $753,700
- Avg per participant High balance/head
Official DOL plan name: C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust · Sponsored by C. Bonner Oates, D.D.S. · New Mexico · Healthcare & Social Assistance
$754K in assets, 1 participants
C. Bonner Oates, D.D.S.'s C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust reported $754K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #2,784 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust pulled back noticeably 9.6% in 2024 ($834K → $754K) for 1 participant.
- #2,784
- in Healthcare & Social Assistance (16,916 peers)
- -9.6%
- assets change YoY
The plan reported a net loss of $80K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust among the smaller filed plans by assets
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$753,700 21st percentile higher than 21% 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
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust reported net income fell from -$2K in the plan year 2023 filing to -$80K in the plan year 2024 filing.
- C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust end-of-year assets fell from $834K in the plan year 2023 filing to $754K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 850322392 · C. Bonner Oates, D.D.S. PY 2024 · Profit Sharing
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust · $754K · 1 · 21st
- EOY $754K
- 5500 1
- ASSETS 21st
- PCT Profit Sharing
- EIN near Brenner & Assoc Accy Corp Profit Sharing Plan
- RANK ind #2784
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 →
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust in the asset neighbourhood
C. Bonner Oates, D.D.S. years around the 2024 move
Sponsor-wide plan assets over time
All C. Bonner Oates, D.D.S. plans reported in each filing year
- Latest sponsor-wide plan assets
- $754K 9.749280939939027% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $835K |
| 2023 | 1 | 1 | $834K |
| 2024 | 1 | 1 | $754K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $834K |
|---|---|
| Net Assets (End of Year) | $754K |
| Net Income | -$80K |
| Employer EIN | 850322392 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Mexico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Presbyterian Healthcare Services 401(a) Plan $531M · 11,854
- Presbyterian Medical Services Discretionary Contribution Plan $38M · 996
- Santa Fe Preparatory School DC Retirement Plan $18M · 129
- Medinatura, Inc. Retirement Plan $15M · 31
- T & R Market Profit Sharing Plan $13M · 91
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New Mexico, the nearest Profit Sharing by assets is Brenner & Assoc Accy Corp Profit Sharing Plan in CA ($754K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($754K 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.