Profit Sharing · DOL Form 5500 · 2022
Heriberto Matos Ruiz Profit Sharing Plan
Data updated 2026-08-25
- $473K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $472,915
- Avg per participant High balance/head
Official DOL plan name: Heriberto Matos Ruiz Retirement Plan · Sponsored by Heriberto Matos Ruiz · Puerto Rico · Finance & Insurance
$473K in assets, 1 participants
Heriberto Matos Ruiz's Heriberto Matos Ruiz Retirement Plan reported $473K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 18th 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.
- #1,059 in Finance & Insurance (9,261 peers)
2022 asset change
Heriberto Matos Ruiz Retirement Plan pulled back noticeably 13.3% in 2022 ($546K → $473K) for 1 participant.
- #1,059
- in Finance & Insurance (9,261 peers)
- -13.3%
- assets change YoY
The plan reported a net loss of $73K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heriberto Matos Ruiz Retirement Plan among the smaller filed plans by assets
Heriberto Matos Ruiz Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$472,915 18th percentile higher than 18% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Heriberto Matos Ruiz 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. Heriberto Matos Ruiz Retirement Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 660612246 · Heriberto Matos Ruiz PY 2022 · Profit Sharing
Heriberto Matos Ruiz Retirement Plan · $473K · 1 · 18th
- VS-ST $473K
- BOY 1
- SCH 18th
- EBSA Profit Sharing
- PART near Otten Haus, Inc. Retirement Plan
- TYPE ind #1059
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 Finance & Insurance retirement plans → · Plans in Puerto Rico →
Heriberto Matos Ruiz Retirement Plan in the asset neighbourhood
Heriberto Matos Ruiz years around the 2022 move
Sponsor-wide plan assets over time
All Heriberto Matos Ruiz plans reported in each filing year
- Latest sponsor-wide plan assets
- $502K 6.077836397661313% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $473K |
| 2023 | 1 | 1 | $498K |
| 2024 | 1 | 1 | $502K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $546K |
|---|---|
| Net Assets (End of Year) | $473K |
| Net Income | -$73K |
| Employer EIN | 660612246 |
| Plan Effective Date | 2002-07-02 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing, Limited $611M · 2,614
- Popular, Inc. Pr Savings and Investment Plan $561M · 7,773
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $336M · 1,038
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $158M · 743
- The Oriental Bank Coda Profit Sharing Plan $110M · 2,082
Heriberto Matos Ruiz Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Otten Haus, Inc. Retirement Plan in OH ($473K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($473K here).
- Otten Haus, Inc. Retirement Plan (OH) $473K · N/A
- Morgan Legacy Ventures, Inc. Profit Sharing Plan (OH) $473K · 1
- Your Pet Space, Inc. Retirement Plan (NM) $473K · 3
- Msna Solutions Inc. Retirement Plan (IL) $473K · N/A
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.