Profit Sharing · DOL Form 5500 · 2022

Roberto L Maldonado Rodriguez Profit Sharing Plan

Data updated 2026-08-25

$205K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$205,414
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: R. Maldonado Retirement Plan · Sponsored by Roberto L Maldonado Rodriguez · Puerto Rico · Professional & Technical Services

$205K in assets, 1 participants

Roberto L Maldonado Rodriguez's R. Maldonado Retirement Plan reported $205K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,929 in Professional & Technical Services (21,562 peers)

Roberto L Maldonado Rodriguez multi-year trail

Roberto L Maldonado Rodriguez's plans moved +72.1% in assets from 2022 to 2024; this filing shows R. Maldonado Retirement Plan at $205K / 1 participant.

#1,929
in Professional & Technical Services (21,562 peers)
-20.3%
assets change YoY

The plan reported a net loss of $52K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R. Maldonado Retirement Plan among the smaller filed plans by assets

R. Maldonado Retirement Plan vs every filed plan by assets

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

$205,414 11th percentile higher than 11% 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

R. Maldonado 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. R. Maldonado Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 666043432 · Roberto L Maldonado Rodriguez PY 2022 · Profit Sharing

R. Maldonado Retirement Plan · $205K · 1 · 11th

  • 5500 $205K
  • 5500 1
  • 5500 11th
  • 5500 Profit Sharing
  • 5500 near Atchison Advisory, Inc. Profit Sharing Plan & Trust
  • 5500 ind #1929

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 →

R. Maldonado Retirement Plan in the asset neighbourhood

R. Maldonado Retirement Plan$205KAtchison Advisory, Inc. Profit Sharing Plan & TrustAtchison Advisory, Inc. Prof…$206KCorbicula Ent. Inc. Retirement PlanCorbicula Ent. Inc. Retireme…$205KLd Recovery Solutions, Inc. Retirement PlanLd Recovery Solutions, Inc. …$206KCentral Mills, Inc. Union Profit Sharing PlanCentral Mills, Inc. Union Pr…$206K
End-of-year total assets ($M) among R. Maldonado Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Roberto L Maldonado Rodriguez multi-year asset trail

Sponsor-wide plan assets over time

All Roberto L Maldonado Rodriguez plans reported in each filing year

Latest sponsor-wide plan assets
$354K 72.10024633179822% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M$0.4M 202220232024 $0.21M $0.35M ▲ +66.7%
Year Plans Participants Total Assets
2022 1 1 $205K
2023 1 1 $279K
2024 1 1 $354K

Roberto L Maldonado Rodriguez filing trail (2022)

Total Assets (Beginning of Year)$258K
Net Assets (End of Year)$205K
Net Income-$52K
Employer EIN666043432
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

R. Maldonado Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants R. Maldonado Retirement Plan, Total assets ($M): 0.205414 · Participants: 1R. Maldonado 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
R. Maldonado Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

R. Maldonado Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Atchison Advisory, Inc. Profit Sharing Plan & Trust in CA ($206K); 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 R. Maldonado Retirement Plan assets move in 2022? ▼
R. Maldonado Retirement Plan declined sharply - down 20.3% during 2022, from $258K to $205K. Reported net income was -$52K.
How have Roberto L Maldonado Rodriguez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberto L Maldonado Rodriguez's sponsor-wide assets grew 72.1%, from $205K to $354K.
Where does R. Maldonado Retirement Plan rank by assets among Form 5500 filers? ▼
R. Maldonado Retirement Plan ranks in the 11th 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 R. Maldonado Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Atchison Advisory, Inc. Profit Sharing Plan & Trust in CA ($206K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to R. Maldonado 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).