Profit Sharing · DOL Form 5500 · 2024
Michael J Brugos Dds Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $472,213
- Avg per participant High balance/head
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, 5 participants
Michael J Brugos Dds's Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #5,097 in Healthcare & Social Assistance (16,916 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 / 5 participants.
- #5,097
- in Healthcare & Social Assistance (16,916 peers)
- +5.1%
- 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 2024 · DOL Form 5500
$2,361,065 31st percentile higher than 31% 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
Michael J Brugos Dds 401(k) Safe Harbor 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. Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan reported net income fell from $126K in the plan year 2023 filing to $114K in the plan year 2024 filing.
- Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 930911164 · Michael J Brugos Dds PY 2024 · Profit Sharing
Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan · $2M · 5 · 31st
- ASSETS $2M
- PCT 5
- EIN 31st
- RANK Profit Sharing
- PHOTO near F. Michael Harris Profit Sharing Plan
- IND ind #5097
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 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 5 | $2M |
Michael J Brugos Dds filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $114K |
| Employer EIN | 930911164 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
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 F. Michael Harris Profit Sharing Plan in MD ($2M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.