Profit Sharing · DOL Form 5500 · 2022

Barbara Rosado Carion and Francisco J. Torres Lozada Profit Sharing Plan

Data updated 2026-08-25

$418K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$208,871
Avg per participant Above avg balance/head
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Official DOL plan name: B. Rosado and F. Torres Retirement Plan · Sponsored by Barbara Rosado Carion and Francisco J. Torres Lozada · Puerto Rico · Healthcare & Social Assistance

$418K in assets, 2 participants

Barbara Rosado Carion and Francisco J. Torres Lozada's B. Rosado and F. Torres Retirement Plan reported $418K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,534 in Healthcare & Social Assistance (20,060 peers)

Barbara Rosado Carion and Francisco J. Torres Lozada multi-year trail

Barbara Rosado Carion and Francisco J. Torres Lozada's plans moved +15.5% in assets from 2022 to 2024; this filing shows B. Rosado and F. Torres Retirement Plan at $418K / 2 participants.

#2,534
in Healthcare & Social Assistance (20,060 peers)
-9.0%
assets change YoY

The plan reported a net loss of $41K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

B. Rosado and F. Torres Retirement Plan among the smaller filed plans by assets

B. Rosado and F. Torres Retirement Plan vs every filed plan by assets

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

$417,741 17th percentile higher than 17% 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

B. Rosado and F. Torres 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. B. Rosado and F. Torres Retirement Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 660677116 · Barbara Rosado Carion and Francisco J. Torres Lozada PY 2022 · Profit Sharing

B. Rosado and F. Torres Retirement Plan · $418K · 2 · 17th

  • BOOK $418K
  • VS-ST 2
  • BOY 17th
  • SCH Profit Sharing
  • EBSA near Advanced Packaging Corporation Profit Sharing Plan
  • PART ind #2534

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 →

B. Rosado and F. Torres Retirement Plan in the asset neighbourhood

B. Rosado and F. Torres Retirement PlanB. Rosado and F. Torres Reti…$418KAdvanced Packaging Corporation Profit Sharing PlanAdvanced Packaging Corporati…$418KSixpac Inc 401(k) Profit Sharing PlanSixpac Inc 401(k) Profit Sha…$418KMartin & Hubbs, Inc. Profit Sharing Plan and TrustMartin & Hubbs, Inc. Profit …$418KSensor Central Inc. Retirement PlanSensor Central Inc. Retireme…$417K
End-of-year total assets ($M) among B. Rosado and F. Torres Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Barbara Rosado Carion and Francisco J. Torres Lozada multi-year asset trail

Sponsor-wide plan assets over time

All Barbara Rosado Carion and Francisco J. Torres Lozada plans reported in each filing year

Latest sponsor-wide plan assets
$483K 15.538096571799272% vs 2022
2024 filing year
$0.4M$0.42M$0.44M$0.46M$0.48M$0.5M 202220232024 $0.42M $0.48M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 2 $418K
2023 1 2 $458K
2024 1 2 $483K

Barbara Rosado Carion and Francisco J. Torres Lozada filing trail (2022)

Total Assets (Beginning of Year)$459K
Net Assets (End of Year)$418K
Net Income-$41K
Employer EIN660677116
Plan Effective Date2005-12-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

B. Rosado and F. Torres Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants B. Rosado and F. Torres Retirement Plan, Total assets ($M): 0.417741 · Participants: 2B. Rosado and F. Torres 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
B. Rosado and F. Torres Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare B. Rosado and F. Torres Retirement Plan side-by-side with 3 peers →

B. Rosado and F. Torres Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Advanced Packaging Corporation Profit Sharing Plan in NJ ($418K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 B. Rosado and F. Torres Retirement Plan assets move in 2022? ▼
B. Rosado and F. Torres Retirement Plan pulled back noticeably - down 9.0% during 2022, from $459K to $418K. Reported net income was -$41K.
How have Barbara Rosado Carion and Francisco J. Torres Lozada plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barbara Rosado Carion and Francisco J. Torres Lozada's sponsor-wide assets grew 15.5%, from $418K to $483K.
Where does B. Rosado and F. Torres Retirement Plan rank by assets among Form 5500 filers? ▼
B. Rosado and F. Torres Retirement Plan ranks in the 17th 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 B. Rosado and F. Torres Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Advanced Packaging Corporation Profit Sharing Plan in NJ ($418K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to B. Rosado and F. Torres Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 660677116.

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.