Profit Sharing · DOL Form 5500 · 2022
Matilde Davila-Sanchez Profit Sharing Plan
Data updated 2026-08-25
- $62K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $61,553
- Avg per participant Low balance/head
Official DOL plan name: Matilde Davila-Sanchez Retirement Plan · Sponsored by Matilde Davila-Sanchez · Puerto Rico · Other Services
$62K in assets, 1 participants
Matilde Davila-Sanchez's Matilde Davila-Sanchez Retirement Plan reported $62K 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.
- #746 in Other Services (8,398 peers)
Matilde Davila-Sanchez multi-year trail
Matilde Davila-Sanchez's plans moved -41.2% in assets from 2022 to 2024; this filing shows Matilde Davila-Sanchez Retirement Plan at $62K / 1 participant.
- #746
- in Other Services (8,398 peers)
- -26.1%
- assets change YoY
The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Matilde Davila-Sanchez Retirement Plan among the smaller filed plans by assets
Matilde Davila-Sanchez Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$61,553 4th percentile higher than 4% 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
Matilde Davila-Sanchez 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. Matilde Davila-Sanchez Retirement Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 660636740 · Matilde Davila-Sanchez PY 2022 · Profit Sharing
Matilde Davila-Sanchez Retirement Plan · $62K · 1 · 4th
- BOY $62K
- BOY 1
- BOY 4th
- BOY Profit Sharing
- BOY near Safe Harbor Marinas Puerto Rico Retirement Plan
- BOY ind #746
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 Other Services retirement plans → · Plans in Puerto Rico →
Matilde Davila-Sanchez Retirement Plan in the asset neighbourhood
Matilde Davila-Sanchez multi-year asset trail
Sponsor-wide plan assets over time
All Matilde Davila-Sanchez plans reported in each filing year
- Latest sponsor-wide plan assets
- $36K 41.23600799311163% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $62K |
| 2023 | 1 | 1 | $50K |
| 2024 | 1 | 1 | $36K |
Matilde Davila-Sanchez filing trail (2022)
| Total Assets (Beginning of Year) | $83K |
|---|---|
| Net Assets (End of Year) | $62K |
| Net Income | -$22K |
| Employer EIN | 660636740 |
| Plan Effective Date | 2004-02-12 |
| 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
Matilde Davila-Sanchez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Safe Harbor Marinas Puerto Rico Retirement Plan in TX ($62K); 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 ($62K here).
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.