Profit Sharing · DOL Form 5500 · 2022

Lisette Huertas Sola Profit Sharing Plan

Data updated 2026-08-25

$342K
Total assets Small plan by assets
3
Participants Small participant base
15th
Percentile by assets National rank
$114,004
Avg per participant Below avg balance/head
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Official DOL plan name: Lisette Huertas Retirement Plan · Sponsored by Lisette Huertas Sola · Puerto Rico · Healthcare & Social Assistance

$342K in assets, 3 participants

Lisette Huertas Sola's Lisette Huertas Retirement Plan reported $342K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,174 in Healthcare & Social Assistance (20,060 peers)

Lisette Huertas Sola multi-year trail

Lisette Huertas Sola's plans moved +34.4% in assets from 2022 to 2024; this filing shows Lisette Huertas Retirement Plan at $342K / 3 participants.

#2,174
in Healthcare & Social Assistance (20,060 peers)
+16.5%
assets growth YoY

Lisette Huertas Retirement Plan among the smaller filed plans by assets

Lisette Huertas Retirement Plan vs every filed plan by assets

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

$342,012 15th percentile higher than 15% 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

Lisette Huertas 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. Lisette Huertas Retirement Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 660928264 · Lisette Huertas Sola PY 2022 · Profit Sharing

Lisette Huertas Retirement Plan · $342K · 3 · 15th

  • ASSETS $342K
  • PCT 3
  • EIN 15th
  • RANK Profit Sharing
  • PHOTO near Advanced Petroleum Services Inc. Retirement Plan
  • IND ind #2174

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 →

Lisette Huertas Retirement Plan in the asset neighbourhood

Lisette Huertas Retirement PlanLisette Huertas Retirement P…$342KAdvanced Petroleum Services Inc. Retirement PlanAdvanced Petroleum Services …$342KChemsteel Construction Company Profit Sharing PlanChemsteel Construction Compa…$342KCastanon Holdings, Ltd. Retirement PlanCastanon Holdings, Ltd. Reti…$342KErnest J Wackerline Pension PlanErnest J Wackerline Pension …$342K
End-of-year total assets ($M) among Lisette Huertas Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Lisette Huertas Sola multi-year asset trail

Sponsor-wide plan assets over time

All Lisette Huertas Sola plans reported in each filing year

Latest sponsor-wide plan assets
$460K 34.391483339765855% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M$0.5M 202220232024 $0.34M $0.46M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 3 $342K
2023 1 3 $402K
2024 1 3 $460K

Lisette Huertas Sola filing trail (2022)

Total Assets (Beginning of Year)$294K
Net Assets (End of Year)$342K
Net Income$48K
Employer EIN660928264
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Lisette Huertas Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Lisette Huertas Retirement Plan, Total assets ($M): 0.342012 · Participants: 3Lisette Huertas 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
Lisette Huertas Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Lisette Huertas Retirement Plan side-by-side with 3 peers →

Lisette Huertas Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Advanced Petroleum Services Inc. Retirement Plan in KY ($342K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); 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 Lisette Huertas Retirement Plan assets move in 2022? ▼
Lisette Huertas Retirement Plan grew sharply - up 16.5% during 2022, from $294K to $342K. Reported net income was $48K.
How have Lisette Huertas Sola plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lisette Huertas Sola's sponsor-wide assets grew 34.4%, from $342K to $460K.
Where does Lisette Huertas Retirement Plan rank by assets among Form 5500 filers? ▼
Lisette Huertas Retirement Plan ranks in the 15th 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 Lisette Huertas Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Advanced Petroleum Services Inc. Retirement Plan in KY ($342K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Lisette Huertas Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 660928264.

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.