Profit Sharing · DOL Form 5500 · 2022
Caterina Lausell Melon Profit Sharing Plan
Data updated 2026-08-25
- $275K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $275,178
- Avg per participant High balance/head
Official DOL plan name: C. Lausell Melon Retirement Plan · Sponsored by Caterina Lausell Melon · Puerto Rico · Professional & Technical Services
$275K in assets, 1 participants
Caterina Lausell Melon's C. Lausell Melon Retirement Plan reported $275K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 13th 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.
- #2,262 in Professional & Technical Services (21,562 peers)
Caterina Lausell Melon multi-year trail
Caterina Lausell Melon's plans moved +46.5% in assets from 2022 to 2024; this filing shows C. Lausell Melon Retirement Plan at $275K / 1 participant.
- #2,262
- in Professional & Technical Services (21,562 peers)
- -36.4%
- assets change YoY
The plan reported a net loss of $157K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
C. Lausell Melon Retirement Plan among the smaller filed plans by assets
C. Lausell Melon Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$275,178 13th percentile higher than 13% 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
C. Lausell Melon 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. C. Lausell Melon Retirement Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 660777786 · Caterina Lausell Melon PY 2022 · Profit Sharing
C. Lausell Melon Retirement Plan · $275K · 1 · 13th
- SCH $275K
- SCH 1
- SCH 13th
- SCH Profit Sharing
- SCH near Stanton Management Group Inc. Retirement Plan
- SCH ind #2262
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 →
C. Lausell Melon Retirement Plan in the asset neighbourhood
Caterina Lausell Melon multi-year asset trail
Sponsor-wide plan assets over time
All Caterina Lausell Melon plans reported in each filing year
- Latest sponsor-wide plan assets
- $403K 46.46992128731221% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $275K |
| 2023 | 1 | 1 | $363K |
| 2024 | 1 | 1 | $403K |
Caterina Lausell Melon filing trail (2022)
| Total Assets (Beginning of Year) | $433K |
|---|---|
| Net Assets (End of Year) | $275K |
| Net Income | -$157K |
| Employer EIN | 660777786 |
| Plan Effective Date | 2019-03-01 |
| 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
C. Lausell Melon Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Stanton Management Group Inc. Retirement Plan in GA ($275K); 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 ($275K here).
- Stanton Management Group Inc. Retirement Plan (GA) $275K · 3
- Harrison-Bauer Corpoation Profit Sharing Plan (NY) $275K · 14
- Embher Inc Retirement Plan (CO) $275K · 1
- Rf Ventures, Inc. Retirement Plan (CA) $275K · 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.