Profit Sharing · DOL Form 5500 · 2022

Fernando L. Longo Rodriguez Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1
Participants Small participant base
45th
Percentile by assets National rank
$3.8M
Avg per participant High balance/head
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Official DOL plan name: Fernando L. Longo Rodriguez Retirement Plan · Sponsored by Fernando L. Longo Rodriguez · Puerto Rico · Healthcare & Social Assistance

$4M in assets, 1 participants

Fernando L. Longo Rodriguez's Fernando L. Longo Rodriguez Retirement Plan reported $4M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #9,954 in Healthcare & Social Assistance (20,060 peers)

Fernando L. Longo Rodriguez multi-year trail

Fernando L. Longo Rodriguez's plans moved +10.7% in assets from 2022 to 2024; this filing shows Fernando L. Longo Rodriguez Retirement Plan at $4M / 1 participant.

#9,954
in Healthcare & Social Assistance (20,060 peers)
-14.0%
assets change YoY

The plan reported a net loss of $614K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fernando L. Longo Rodriguez Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Fernando L. Longo Rodriguez Retirement Plan vs every filed plan by assets

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

$3,777,677 45th percentile higher than 45% 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

Fernando L. Longo 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. Fernando L. Longo Rodriguez Retirement Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 584206369 · Fernando L. Longo Rodriguez PY 2022 · Profit Sharing

Fernando L. Longo Rodriguez Retirement Plan · $4M · 1 · 45th

  • NET $4M
  • BOOK 1
  • VS-ST 45th
  • BOY Profit Sharing
  • SCH near Bruce R Carlton Md Inc Profit Sharing Plan
  • EBSA ind #9954

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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →

Fernando L. Longo Rodriguez Retirement Plan in the asset neighbourhood

Fernando L. Longo Rodriguez Retirement PlanFernando L. Longo Rodriguez …$4MBruce R Carlton Md Inc Profit Sharing PlanBruce R Carlton Md Inc Profi…$4MRetina Associates of Greater Philadelphia Retirement PlanRetina Associates of Greater…$4MKeith D. Stamler, M.D., Inc. Profit Sharing PlanKeith D. Stamler, M.D., Inc.…$4MUnion Home Loan Inc. Profit Sharing PlanUnion Home Loan Inc. Profit …$4M
End-of-year total assets ($M) among Fernando L. Longo Rodriguez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Fernando L. Longo Rodriguez multi-year asset trail

Sponsor-wide plan assets over time

All Fernando L. Longo Rodriguez plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.682755566449964% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $3.78M $4.18M ▲ +10.6%
Year Plans Participants Total Assets
2022 1 1 $4M
2023 1 1 $4M
2024 1 1 $4M

Fernando L. Longo Rodriguez filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$614K
Employer EIN584206369
Plan Effective Date2006-08-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Fernando L. Longo Rodriguez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Fernando L. Longo Rodriguez Retirement Plan, Total assets ($M): 3.777677 · Participants: 1Fernando L. Longo Rodriguez 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
Fernando L. Longo Rodriguez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Fernando L. Longo Rodriguez Retirement Plan side-by-side with 3 peers →

Fernando L. Longo Rodriguez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Bruce R Carlton Md Inc Profit Sharing Plan in CA ($4M); 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 Fernando L. Longo Rodriguez Retirement Plan assets move in 2022? ▼
Fernando L. Longo Rodriguez Retirement Plan pulled back noticeably - down 14.0% during 2022, from $4M to $4M. Reported net income was -$614K.
How have Fernando L. Longo Rodriguez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fernando L. Longo Rodriguez's sponsor-wide assets grew 10.7%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Fernando L. Longo Rodriguez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bruce R Carlton Md Inc Profit Sharing Plan in CA ($4M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Fernando L. Longo Rodriguez 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 584206369.

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.