Profit Sharing · DOL Form 5500 · 2023

Michael J Brugos Dds Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
32nd
Percentile by assets National rank
$561,785
Avg per participant High balance/head
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Official DOL plan name: Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan · Sponsored by Michael J Brugos Dds · California · Healthcare & Social Assistance

$2M in assets, 4 participants

Michael J Brugos Dds's Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,490 in Healthcare & Social Assistance (17,684 peers)

Michael J Brugos Dds multi-year trail

Michael J Brugos Dds's plans moved +11.3% in assets from 2022 to 2024; this filing shows Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan at $2M / 4 participants.

#5,490
in Healthcare & Social Assistance (17,684 peers)
+5.9%
assets growth YoY

Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan among the smaller filed plans by assets

Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,247,140 32nd percentile higher than 32% of 127,068 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 2023

Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan reported net income rose from -$484K in the plan year 2022 filing to $126K in the plan year 2023 filing.
  • Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930911164 · Michael J Brugos Dds PY 2023 · Profit Sharing

Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan · $2M · 4 · 32nd

  • SCH $2M
  • SCH 4
  • SCH 32nd
  • SCH Profit Sharing
  • SCH near Dubois Continuum of Care Community, Inc. 403(b) Plan
  • SCH ind #5490

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 →

Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan in the asset neighbourhood

Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing PlanMichael J Brugos Dds 401(k) …$2MDubois Continuum of Care Community, Inc. 403(b) PlanDubois Continuum of Care Com…$2MHathaway Electronics, Inc. Profit Sharing PlanHathaway Electronics, Inc. P…$2MTotem Food Products Inc Profit Sharing TrustTotem Food Products Inc Prof…$2MDonald M. Churilla Profit Sharing PlanDonald M. Churilla Profit Sh…$2M
End-of-year total assets ($M) among Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Michael J Brugos Dds multi-year asset trail

Sponsor-wide plan assets over time

All Michael J Brugos Dds plans reported in each filing year

Latest sponsor-wide plan assets
$2M 11.288049472562902% vs 2022
2024 filing year
$2M$2.1M$2.2M$2.3M$2.4M 202220232024 $2.12M $2.36M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 4 $2M
2024 1 5 $2M

Michael J Brugos Dds filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$126K
Employer EIN930911164
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan, Total assets ($B): 0.00224714 · Participants: 4Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Dubois Continuum of Care Community, Inc. 403(b) Plan in PA ($2M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan assets move in 2023?
Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan grew at a solid clip - up 5.9% during 2023, from $2M to $2M. Reported net income was $126K.
How have Michael J Brugos Dds plan assets changed over time?
Across 3 plan years on file (2022-2024), Michael J Brugos Dds's sponsor-wide assets grew 11.3%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Dubois Continuum of Care Community, Inc. 403(b) Plan in PA ($2M, 186 participants).
Which Profit Sharing plans cover a similar participant headcount to Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A in assets).