Profit Sharing · DOL Form 5500 · 2022

Ismael Rodriguez Morales Profit Sharing Plan

Data updated 2026-08-25

$69K
Total assets Small plan by assets
1
Participants Small participant base
4th
Percentile by assets National rank
$68,950
Avg per participant Below avg balance/head
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Official DOL plan name: Ismael Rodriguez Morales Retirement Plan · Sponsored by Ismael Rodriguez Morales · Puerto Rico · Retail Trade

$69K in assets, 1 participants

Ismael Rodriguez Morales's Ismael Rodriguez Morales Retirement Plan reported $69K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 4th 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.

  • #613 in Retail Trade (9,519 peers)

Ismael Rodriguez Morales multi-year trail

Ismael Rodriguez Morales's plans moved -19.3% in assets from 2022 to 2024; this filing shows Ismael Rodriguez Morales Retirement Plan at $69K / 1 participant.

#613
in Retail Trade (9,519 peers)
-21.1%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ismael Rodriguez Morales Retirement Plan among the smaller filed plans by assets

Ismael Rodriguez Morales Retirement Plan vs every filed plan by assets

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

$68,950 4th percentile higher than 4% 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

Ismael Rodriguez Morales 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. Ismael Rodriguez Morales Retirement Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 584464430 · Ismael Rodriguez Morales PY 2022 · Profit Sharing

Ismael Rodriguez Morales Retirement Plan · $69K · 1 · 4th

  • BOY $69K
  • BOY 1
  • BOY 4th
  • BOY Profit Sharing
  • BOY near Crosse Company Retirement Plan
  • BOY ind #613

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 Retail Trade retirement plans → · Plans in Puerto Rico →

Ismael Rodriguez Morales Retirement Plan in the asset neighbourhood

Ismael Rodriguez Morales Retirement PlanIsmael Rodriguez Morales Ret…$69KCrosse Company Retirement PlanCrosse Company Retirement Pl…$69KSclh Payne Corp. Retirement PlanSclh Payne Corp. Retirement …$69KBlechle Enterprises, Inc. Profit Sharing PlanBlechle Enterprises, Inc. Pr…$69KNu View Properties Corp. Profit Sharing PlanNu View Properties Corp. Pro…$69K
End-of-year total assets ($M) among Ismael Rodriguez Morales Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Ismael Rodriguez Morales multi-year asset trail

Sponsor-wide plan assets over time

All Ismael Rodriguez Morales plans reported in each filing year

Latest sponsor-wide plan assets
$56K 19.315445975344453% vs 2022
2024 filing year
$0.06M$0.06M$0.07M$0.07M$0.08M 202220232024 $0.07M $0.06M ▼ -14.3%
Year Plans Participants Total Assets
2022 1 1 $69K
2023 1 1 $64K
2024 1 1 $56K

Ismael Rodriguez Morales filing trail (2022)

Total Assets (Beginning of Year)$87K
Net Assets (End of Year)$69K
Net Income-$18K
Employer EIN584464430
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Ismael Rodriguez Morales Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Ismael Rodriguez Morales Retirement Plan, Total assets ($M): 0.06895 · Participants: 1Ismael Rodriguez Morales 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
Ismael Rodriguez Morales Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Ismael Rodriguez Morales Retirement Plan side-by-side with 3 peers →

Ismael Rodriguez Morales Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Crosse Company Retirement Plan in VA ($69K); 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 Ismael Rodriguez Morales Retirement Plan assets move in 2022? ▼
Ismael Rodriguez Morales Retirement Plan declined sharply - down 21.1% during 2022, from $87K to $69K. Reported net income was -$18K.
How have Ismael Rodriguez Morales plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ismael Rodriguez Morales's sponsor-wide assets declined 19.3%, from $69K to $56K.
Where does Ismael Rodriguez Morales Retirement Plan rank by assets among Form 5500 filers? ▼
Ismael Rodriguez Morales Retirement Plan ranks in the 4th 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 Ismael Rodriguez Morales Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Crosse Company Retirement Plan in VA ($69K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Ismael Rodriguez Morales 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 584464430.

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.