Profit Sharing · DOL Form 5500 · 2022
Ismael Cruz Rodriguez Profit Sharing Plan
Data updated 2026-08-25
- $632K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $632,392
- Avg per participant High balance/head
Official DOL plan name: Cpa Cruz Rodriguez Retirement Plan · Sponsored by Ismael Cruz Rodriguez · Puerto Rico · Professional & Technical Services
$632K in assets, 1 participants
Ismael Cruz Rodriguez's Cpa Cruz Rodriguez Retirement Plan reported $632K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #3,572 in Professional & Technical Services (21,562 peers)
Ismael Cruz Rodriguez multi-year trail
Ismael Cruz Rodriguez's plans moved -26.9% in assets from 2022 to 2024; this filing shows Cpa Cruz Rodriguez Retirement Plan at $632K / 1 participant.
- #3,572
- in Professional & Technical Services (21,562 peers)
- +22.5%
- assets growth YoY
Cpa Cruz Rodriguez Retirement Plan among the smaller filed plans by assets
Cpa Cruz Rodriguez Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$632,392 20th percentile higher than 20% 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
Cpa Cruz Rodriguez 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. Cpa Cruz Rodriguez Retirement Plan is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 660459906 · Ismael Cruz Rodriguez PY 2022 · Profit Sharing
Cpa Cruz Rodriguez Retirement Plan · $632K · 1 · 20th
- VS-ST $632K
- VS-ST 1
- VS-ST 20th
- VS-ST Profit Sharing
- VS-ST near Shea Property Holdings Inc. Retirement Plan
- VS-ST ind #3572
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 →
Cpa Cruz Rodriguez Retirement Plan in the asset neighbourhood
Ismael Cruz Rodriguez multi-year asset trail
Sponsor-wide plan assets over time
All Ismael Cruz Rodriguez plans reported in each filing year
- Latest sponsor-wide plan assets
- $462K 26.93661526395021% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $632K |
| 2023 | 1 | 1 | $626K |
| 2024 | 1 | 1 | $462K |
Ismael Cruz Rodriguez filing trail (2022)
| Total Assets (Beginning of Year) | $516K |
|---|---|
| Net Assets (End of Year) | $632K |
| Net Income | $116K |
| Employer EIN | 660459906 |
| Plan Effective Date | 2017-01-01 |
| 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
Cpa Cruz Rodriguez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Shea Property Holdings Inc. Retirement Plan in VT ($632K); 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 ($632K 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.