Profit Sharing · DOL Form 5500 · 2022
Emma M Ortiz Cortes Profit Sharing Plan
Data updated 2026-08-25
- $361K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $360,541
- Avg per participant High balance/head
Official DOL plan name: Emoc Retirement Plan · Sponsored by Emma M Ortiz Cortes · Puerto Rico · Professional & Technical Services
$361K in assets, 1 participants
Emma M Ortiz Cortes's Emoc Retirement Plan reported $361K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 15th 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.
- #2,645 in Professional & Technical Services (21,562 peers)
2022 asset change
Emoc Retirement Plan declined sharply 15.2% in 2022 ($425K → $361K) for 1 participant.
- #2,645
- in Professional & Technical Services (21,562 peers)
- -15.2%
- assets change YoY
The plan reported a net loss of $65K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Emoc Retirement Plan among the smaller filed plans by assets
Emoc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$360,541 15th percentile higher than 15% 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
Emoc 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. Emoc Retirement Plan is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 584802795 · Emma M Ortiz Cortes PY 2022 · Profit Sharing
Emoc Retirement Plan · $361K · 1 · 15th
- NET $361K
- BOOK 1
- VS-ST 15th
- BOY Profit Sharing
- SCH near Sonic Holdings, Inc. Retirement Plan
- EBSA ind #2645
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 →
Emoc Retirement Plan in the asset neighbourhood
Emma M Ortiz Cortes years around the 2022 move
Sponsor-wide plan assets over time
All Emma M Ortiz Cortes plans reported in each filing year
- Latest sponsor-wide plan assets
- $365K 1.3091437589622261% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $361K |
| 2023 | 1 | 1 | $364K |
| 2024 | 1 | 1 | $365K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $425K |
|---|---|
| Net Assets (End of Year) | $361K |
| Net Income | -$65K |
| Employer EIN | 584802795 |
| Plan Effective Date | 2016-01-01 |
| 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
Emoc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Sonic Holdings, Inc. Retirement Plan in NJ ($361K); 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 ($361K here).
- Sonic Holdings, Inc. Retirement Plan (NJ) $361K · 2
- Move/Better Enterprises Inc. Retirement Plan (TX) $360K · 2
- Clearwater Car Wash Inc. Retirement Plan (NH) $360K · 5
- Jeffrey Horn Profit Sharing Plan (NY) $360K · 2
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.