Profit Sharing · DOL Form 5500 · 2022
Luis G. Alcaraz Profit Sharing Plan
Data updated 2026-08-25
- $941K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $134,479
- Avg per participant Near avg balance/head
Official DOL plan name: Luis G. Alcaraz Retirement Plan · Sponsored by Luis G. Alcaraz · Puerto Rico · Healthcare & Social Assistance
$941K in assets, 7 participants
Luis G. Alcaraz's Luis G. Alcaraz Retirement Plan reported $941K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #4,266 in Healthcare & Social Assistance (20,060 peers)
Luis G. Alcaraz multi-year trail
Luis G. Alcaraz's plans moved +31.4% in assets from 2022 to 2024; this filing shows Luis G. Alcaraz Retirement Plan at $941K / 7 participants.
- #4,266
- in Healthcare & Social Assistance (20,060 peers)
- -16.9%
- assets change YoY
The plan reported a net loss of $192K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Luis G. Alcaraz Retirement Plan among the smaller filed plans by assets
Luis G. Alcaraz Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$941,351 24th percentile higher than 24% 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
Luis G. Alcaraz 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. Luis G. Alcaraz Retirement Plan is a micro filing (7 participants), the leftmost band.
Published 5500 schedule card
Filing strip 660669347 · Luis G. Alcaraz PY 2022 · Profit Sharing
Luis G. Alcaraz Retirement Plan · $941K · 7 · 24th
- SCH $941K
- SCH 7
- SCH 24th
- SCH Profit Sharing
- SCH near Meguzman, Inc. Retirement Plan
- SCH ind #4266
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 →
Luis G. Alcaraz Retirement Plan in the asset neighbourhood
Luis G. Alcaraz multi-year asset trail
Sponsor-wide plan assets over time
All Luis G. Alcaraz plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 31.409962915001948% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $941K |
| 2023 | 1 | 6 | $1M |
| 2024 | 1 | 6 | $1M |
Luis G. Alcaraz filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $883K |
| Net Income | -$192K |
| Employer EIN | 660669347 |
| Plan Effective Date | 2000-01-01 |
| 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
Luis G. Alcaraz Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Meguzman, Inc. Retirement Plan in CA ($941K); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($941K here).
- Meguzman, Inc. Retirement Plan (CA) $941K · 4
- Parker Enterprises, Inc. Profit Sharing Plan (DE) $941K · N/A
- Booker, Arceneaux & Laskowski LLP Retirement Plan (TX) $942K · N/A
- Asbestos Abatement, Inc. 401(k) Plan (MI) $942K · 42
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Central Home Health Care Inc. Profit Sharing Plan (MI) 7 · 0 off
- Loberg & Loberg Profit Sharing Plan (WI) 7 · 0 off
- Howson & Simon LLP Profit Sharing Plan (CA) 7 · 0 off
- Sqaf Inc. Retirement Plan (GA) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.