Profit Sharing · DOL Form 5500 · 2022

Hugo J. Medina Martinez Profit Sharing Plan

Data updated 2026-08-25

$203K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$203,488
Avg per participant Above avg balance/head
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Official DOL plan name: Hugo J. Medina Martinez Retirement Plan · Sponsored by Hugo J. Medina Martinez · Puerto Rico · Professional & Technical Services

$203K in assets, 1 participants

Hugo J. Medina Martinez's Hugo J. Medina Martinez Retirement Plan reported $203K 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.

  • #1,915 in Professional & Technical Services (21,562 peers)

Hugo J. Medina Martinez multi-year trail

Hugo J. Medina Martinez's plans moved -13.8% in assets from 2022 to 2024; this filing shows Hugo J. Medina Martinez Retirement Plan at $203K / 1 participant.

#1,915
in Professional & Technical Services (21,562 peers)
-9.6%
assets change YoY

The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hugo J. Medina Martinez Retirement Plan among the smaller filed plans by assets

Hugo J. Medina Martinez Retirement Plan vs every filed plan by assets

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

$203,488 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

Hugo J. Medina Martinez 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. Hugo J. Medina Martinez Retirement Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 660621016 · Hugo J. Medina Martinez PY 2022 · Profit Sharing

Hugo J. Medina Martinez Retirement Plan · $203K · 1 · 11th

  • VS-ST $203K
  • VS-ST 1
  • VS-ST 11th
  • VS-ST Profit Sharing
  • VS-ST near Jjw Ventures, Inc. Retirement Plan
  • VS-ST ind #1915

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 →

Hugo J. Medina Martinez Retirement Plan in the asset neighbourhood

Hugo J. Medina Martinez Retirement PlanHugo J. Medina Martinez Reti…$203KJjw Ventures, Inc. Retirement PlanJjw Ventures, Inc. Retiremen…$203KBogart Business Management, an Accountancy Corporation Profit Sharing PlanBogart Business Management, …$203KSchroeder Agency Inc. Pension Transfer Trust PlanSchroeder Agency Inc. Pensio…$203KJ.L. Baumgardner Inc. Retirement PlanJ.L. Baumgardner Inc. Retire…$203K
End-of-year total assets ($M) among Hugo J. Medina Martinez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Hugo J. Medina Martinez multi-year asset trail

Sponsor-wide plan assets over time

All Hugo J. Medina Martinez plans reported in each filing year

Latest sponsor-wide plan assets
$175K 13.793933794621797% vs 2022
2024 filing year
$0.17M$0.18M$0.19M$0.2M$0.21M 202220232024 $0.2M $0.18M ▼ -10.0%
Year Plans Participants Total Assets
2022 1 1 $203K
2023 1 1 $205K
2024 1 1 $175K

Hugo J. Medina Martinez filing trail (2022)

Total Assets (Beginning of Year)$225K
Net Assets (End of Year)$203K
Net Income-$22K
Employer EIN660621016
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Hugo J. Medina Martinez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Hugo J. Medina Martinez Retirement Plan, Total assets ($M): 0.203488 · Participants: 1Hugo J. Medina Martinez 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
Hugo J. Medina Martinez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Hugo J. Medina Martinez Retirement Plan side-by-side with 3 peers →

Hugo J. Medina Martinez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Jjw Ventures, Inc. Retirement Plan in GA ($203K); 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 Hugo J. Medina Martinez Retirement Plan assets move in 2022? ▼
Hugo J. Medina Martinez Retirement Plan pulled back noticeably - down 9.6% during 2022, from $225K to $203K. Reported net income was -$22K.
How have Hugo J. Medina Martinez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hugo J. Medina Martinez's sponsor-wide assets declined 13.8%, from $203K to $175K.
Where does Hugo J. Medina Martinez Retirement Plan rank by assets among Form 5500 filers? ▼
Hugo J. Medina Martinez 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 Hugo J. Medina Martinez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jjw Ventures, Inc. Retirement Plan in GA ($203K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Hugo J. Medina Martinez 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 660621016.

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.