Profit Sharing · DOL Form 5500 · 2022

Aida T. Cardona Profit Sharing Plan

Data updated 2026-08-25

$555K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$555,195
Avg per participant High balance/head
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Official DOL plan name: Aida T. Cardona Retirement Plan · Sponsored by Aida T. Cardona · Puerto Rico · Other Services

$555K in assets, 1 participants

Aida T. Cardona's Aida T. Cardona Retirement Plan reported $555K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #3,393 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Aida T. Cardona Retirement Plan ranks #3,393 of 8,398 2022 filers by assets (3615% of the sector average)-$555K for 1 participant.

#3,393
in Other Services (8,398 peers)
-11.4%
assets change YoY

The plan reported a net loss of $75K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aida T. Cardona Retirement Plan among the smaller filed plans by assets

Aida T. Cardona Retirement Plan vs every filed plan by assets

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

$555,195 19th percentile higher than 19% 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

Aida T. Cardona 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. Aida T. Cardona Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 901007545 · Aida T. Cardona PY 2022 · Profit Sharing

Aida T. Cardona Retirement Plan · $555K · 1 · 19th

  • NET $555K
  • NET 1
  • NET 19th
  • NET Profit Sharing
  • NET near Thomas Industrial Services Profit Sharing Plan
  • NET ind #3393

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 →

Aida T. Cardona Retirement Plan in the asset neighbourhood

Aida T. Cardona Retirement PlanAida T. Cardona Retirement P…$555KThomas Industrial Services Profit Sharing PlanThomas Industrial Services P…$555KBrigio Logistics Corp. Retirement PlanBrigio Logistics Corp. Retir…$555KRaap Enterprises Inc. Retirement PlanRaap Enterprises Inc. Retire…$555KWaple Family Corporation Retirement PlanWaple Family Corporation Ret…$555K
End-of-year total assets ($M) among Aida T. Cardona Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$627K
Net Assets (End of Year)$552K
Net Income-$75K
Employer EIN901007545
Plan Effective Date2012-04-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Aida T. Cardona)

Sponsor-wide plan assets over time

All Aida T. Cardona plans reported in each filing year

Latest sponsor-wide plan assets
$600K 8.017903619449022% vs 2022
2024 filing year
$0.54M$0.56M$0.58M$0.6M$0.62M 202220232024 $0.56M $0.6M ▲ +7.1%
Year Plans Participants Total Assets
2022 1 1 $555K
2023 1 1 $563K
2024 1 1 $600K

Nearby Profit Sharing Plans in Puerto Rico

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

Aida T. Cardona Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Aida T. Cardona Retirement Plan, Total assets ($M): 0.555195 · Participants: 1Aida T. Cardona 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
Aida T. Cardona Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Aida T. Cardona Retirement Plan side-by-side with 3 peers →

Aida T. Cardona Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Thomas Industrial Services Profit Sharing Plan in WI ($555K); 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 Aida T. Cardona Retirement Plan assets move in 2022? ▼
Aida T. Cardona Retirement Plan pulled back noticeably - down 11.4% during 2022, from $627K to $555K. Reported net income was -$75K.
How have Aida T. Cardona plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aida T. Cardona's sponsor-wide assets grew 8.0%, from $555K to $600K.
Where does Aida T. Cardona Retirement Plan rank by assets among Form 5500 filers? ▼
Aida T. Cardona Retirement Plan ranks in the 19th 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 Aida T. Cardona Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Thomas Industrial Services Profit Sharing Plan in WI ($555K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Aida T. Cardona 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 901007545.

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.