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
PlainRetire home → About this data RSS: change history

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

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 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.

See the national 2023→2024 release diff →

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 401(k) Safe Harbor Profit Sharing PlanMichael J Brugos Dds 401(k) …$2MF. Michael Harris Profit Sharing PlanF. Michael Harris Profit Sha…$2MC & M Worldwide Holdings Inc. Retirement PlanC & M Worldwide Holdings Inc…$2MHylind Search Company Profit Sharing PlanHylind Search Company Profit…$2MMurphy Johnson Ltd 401(k) Profit Sharing Plan & TrustMurphy Johnson Ltd 401(k) Pr…$2M
End-of-year total assets ($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 2024.

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 (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$114K
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 -20246810 Total assets ($B) Participants Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan, Total assets ($B): 0.002361065 · Participants: 5Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney 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 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.

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.

Frequently Asked Questions

How did Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan assets move in 2024?
Michael J Brugos Dds 401(k) Safe Harbor Profit Sharing Plan grew at a solid clip - up 5.1% during 2024, from $2M to $2M. Reported net income was $114K.
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 F. Michael Harris Profit Sharing Plan in MD ($2M, 1 participant).
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 Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K in assets).