Profit Sharing · DOL Form 5500 · 2022

Augusto Rosario Chaves Profit Sharing Plan

Data updated 2026-08-25

$28K
Total assets Small plan by assets
1
Participants Small participant base
2nd
Percentile by assets National rank
$27,759
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retiro Sereno Plan · Sponsored by Augusto Rosario Chaves · Puerto Rico · Professional & Technical Services

$28K in assets, 1 participants

Augusto Rosario Chaves's Retiro Sereno Plan reported $28K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

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

Augusto Rosario Chaves multi-year trail

Augusto Rosario Chaves's plans moved +26.7% in assets from 2022 to 2024; this filing shows Retiro Sereno Plan at $28K / 1 participant.

#440
in Professional & Technical Services (21,562 peers)
-15.5%
assets change YoY

The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retiro Sereno Plan among the smaller filed plans by assets

Retiro Sereno Plan vs every filed plan by assets

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

$27,759 2nd percentile higher than 2% 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

Retiro Sereno 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. Retiro Sereno Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 660767129 · Augusto Rosario Chaves PY 2022 · Profit Sharing

Retiro Sereno Plan · $28K · 1 · 2nd

  • EOY $28K
  • 5500 1
  • ASSETS 2nd
  • PCT Profit Sharing
  • EIN near Rctaylor Enterprises Inc. Retirement Plan
  • RANK ind #440

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 →

Retiro Sereno Plan in the asset neighbourhood

Retiro Sereno Plan$28KRctaylor Enterprises Inc. Retirement PlanRctaylor Enterprises Inc. Re…$28KOpen Seas Pivot, Inc. Retirement PlanOpen Seas Pivot, Inc. Retire…$28KAll-in-One Inspection Services Inc. Retirement PlanAll-in-One Inspection Servic…$28KDrvandemark Incorporated Retirement PlanDrvandemark Incorporated Ret…$28K
End-of-year total assets ($M) among Retiro Sereno Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Augusto Rosario Chaves multi-year asset trail

Sponsor-wide plan assets over time

All Augusto Rosario Chaves plans reported in each filing year

Latest sponsor-wide plan assets
$35K 26.697647609784212% vs 2022
2024 filing year
$0.03M$0.03M$0.04M$0.04M$0.05M 202220232024 $0.03M $0.04M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 1 $28K
2023 1 1 $32K
2024 1 1 $35K

Augusto Rosario Chaves filing trail (2022)

Total Assets (Beginning of Year)$33K
Net Assets (End of Year)$28K
Net Income-$5K
Employer EIN660767129
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Retiro Sereno Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Retiro Sereno Plan, Total assets ($M): 0.027759 · Participants: 1Retiro Sereno 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
Retiro Sereno Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Retiro Sereno Plan side-by-side with 3 peers →

Retiro Sereno Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Rctaylor Enterprises Inc. Retirement Plan in AZ ($28K); 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 Retiro Sereno Plan assets move in 2022? ▼
Retiro Sereno Plan declined sharply - down 15.5% during 2022, from $33K to $28K. Reported net income was -$5K.
How have Augusto Rosario Chaves plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Augusto Rosario Chaves's sponsor-wide assets grew 26.7%, from $28K to $35K.
Where does Retiro Sereno Plan rank by assets among Form 5500 filers? ▼
Retiro Sereno Plan ranks in the 2nd 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 Retiro Sereno Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rctaylor Enterprises Inc. Retirement Plan in AZ ($28K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Retiro Sereno 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 660767129.

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.