Profit Sharing · DOL Form 5500 · 2024
Getz Funeral Home, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $775,978
- Avg per participant High balance/head
Official DOL plan name: Getz Funeral Home Inc. Profit Sharing Plan · Sponsored by Getz Funeral Home, Inc. · New Mexico · Other Services
$7M in assets, 9 participants
Getz Funeral Home, Inc.'s Getz Funeral Home Inc. Profit Sharing Plan reported $7M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #5,308 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Getz Funeral Home Inc. Profit Sharing Plan ranks #5,308 of 7,719 2024 filers by assets (287% of the sector average)-$7M for 9 participants.
- #5,308
- in Other Services (7,719 peers)
- +8.4%
- assets growth YoY
Getz Funeral Home Inc. Profit Sharing Plan's mid-pack asset rank among Other Services and all filers
Getz Funeral Home Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,983,801 48th percentile higher than 48% 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
Getz Funeral Home 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. Getz Funeral Home Inc. Profit Sharing Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Getz Funeral Home Inc. Profit Sharing Plan reported net income fell from $993K in the plan year 2023 filing to $542K in the plan year 2024 filing.
- Getz Funeral Home Inc. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
DOL schedule card
Filing strip 850257849 · Getz Funeral Home, Inc. PY 2024 · Profit Sharing
Getz Funeral Home Inc. Profit Sharing Plan · $7M · 9 · 48th
- PHOTO $7M
- IND 9
- EOY 48th
- 5500 Profit Sharing
- ASSETS near Talestry Inc. Retirement Plan
- PCT ind #5308
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 Other Services retirement plans → · Plans in New Mexico →
Getz Funeral Home Inc. Profit Sharing Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $542K |
| Employer EIN | 850257849 |
| Plan Effective Date | 1982-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Getz Funeral Home, Inc.)
Sponsor-wide plan assets over time
All Getz Funeral Home, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 28.183286031055964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $5M |
| 2023 | 1 | 9 | $6M |
| 2024 | 1 | 9 | $7M |
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
Getz Funeral Home Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Mexico, the nearest Profit Sharing by assets is Talestry Inc. Retirement Plan in TN ($7M); by covered participants it is Mab Financial Services, Inc. Retirement Plan in MD (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.