Profit Sharing · DOL Form 5500 · 2022

Roberto Aguayo Rosario Profit Sharing Plan

Data updated 2026-08-25

$601K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$600,641
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Roberto Aguayo Rosario Retirement Plan · Sponsored by Roberto Aguayo Rosario · Puerto Rico · Professional & Technical Services

$601K in assets, 1 participants

Roberto Aguayo Rosario's Roberto Aguayo Rosario Retirement Plan reported $601K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,487 in Professional & Technical Services (21,562 peers)

Roberto Aguayo Rosario multi-year trail

Roberto Aguayo Rosario's plans moved +11.8% in assets from 2022 to 2024; this filing shows Roberto Aguayo Rosario Retirement Plan at $601K / 1 participant.

#3,487
in Professional & Technical Services (21,562 peers)
-19.9%
assets change YoY

The plan reported a net loss of $149K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roberto Aguayo Rosario Retirement Plan among the smaller filed plans by assets

Roberto Aguayo Rosario Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$600,641 20th percentile higher than 20% of 139,123 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 2022

Roberto Aguayo Rosario Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roberto Aguayo Rosario Retirement Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 666034272 · Roberto Aguayo Rosario PY 2022 · Profit Sharing

Roberto Aguayo Rosario Retirement Plan · $601K · 1 · 20th

  • RANK $601K
  • RANK 1
  • RANK 20th
  • RANK Profit Sharing
  • RANK near Thomas R. Rich, Dpm Profit Sharing Plan
  • RANK ind #3487

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Roberto Aguayo Rosario Retirement Plan in the asset neighbourhood

Roberto Aguayo Rosario Retirement PlanRoberto Aguayo Rosario Retir…$601KThomas R. Rich, Dpm Profit Sharing PlanThomas R. Rich, Dpm Profit S…$601KH.P. Foreign Sport Car Specialists, Inc. Profit Sharing PlanH.P. Foreign Sport Car Speci…$601KParkside Business Ventures Inc. Retirement PlanParkside Business Ventures I…$600KFrontline Businesses, Inc. Profit Sharing PlanFrontline Businesses, Inc. P…$600K
End-of-year total assets ($M) among Roberto Aguayo Rosario Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Roberto Aguayo Rosario multi-year asset trail

Sponsor-wide plan assets over time

All Roberto Aguayo Rosario plans reported in each filing year

Latest sponsor-wide plan assets
$671K 11.788239564065723% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M 202220232024 $0.6M $0.67M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 1 $601K
2023 1 1 $636K
2024 1 1 $671K

Roberto Aguayo Rosario filing trail (2022)

Total Assets (Beginning of Year)$750K
Net Assets (End of Year)$601K
Net Income-$149K
Employer EIN666034272
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Roberto Aguayo Rosario Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Roberto Aguayo Rosario Retirement Plan, Total assets ($M): 0.600641 · Participants: 1Roberto Aguayo Rosario Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
Roberto Aguayo Rosario Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Roberto Aguayo Rosario Retirement Plan side-by-side with 3 peers →

Roberto Aguayo Rosario Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Thomas R. Rich, Dpm Profit Sharing Plan in NJ ($601K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Roberto Aguayo Rosario Retirement Plan assets move in 2022? ▼
Roberto Aguayo Rosario Retirement Plan declined sharply - down 19.9% during 2022, from $750K to $601K. Reported net income was -$149K.
How have Roberto Aguayo Rosario plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberto Aguayo Rosario's sponsor-wide assets grew 11.8%, from $601K to $671K.
Where does Roberto Aguayo Rosario Retirement Plan rank by assets among Form 5500 filers? ▼
Roberto Aguayo Rosario Retirement Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Roberto Aguayo Rosario Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Thomas R. Rich, Dpm Profit Sharing Plan in NJ ($601K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Roberto Aguayo Rosario Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 666034272.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.