Profit Sharing · DOL Form 5500 · 2022

Alberto Ortiz Carrasquillo Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
29th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Alberto Ortiz Carrasquillo Money Purchase · Sponsored by Alberto Ortiz Carrasquillo · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 1 participants

Alberto Ortiz Carrasquillo's Alberto Ortiz Carrasquillo Money Purchase reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,609 in Healthcare & Social Assistance (20,060 peers)

Alberto Ortiz Carrasquillo multi-year trail

Alberto Ortiz Carrasquillo's plans moved +10.1% in assets from 2022 to 2023; this filing shows Alberto Ortiz Carrasquillo Money Purchase at $1M / 1 participant.

#5,609
in Healthcare & Social Assistance (20,060 peers)
-9.9%
assets change YoY

The plan reported a net loss of $156K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alberto Ortiz Carrasquillo Money Purchase among the smaller filed plans by assets

Alberto Ortiz Carrasquillo Money Purchase vs every filed plan by assets

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

$1,427,683 29th percentile higher than 29% 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

Alberto Ortiz Carrasquillo Money Purchase among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alberto Ortiz Carrasquillo Money Purchase is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 660496858 · Alberto Ortiz Carrasquillo PY 2022 · Profit Sharing

Alberto Ortiz Carrasquillo Money Purchase · $1M · 1 · 29th

  • RANK $1M
  • RANK 1
  • RANK 29th
  • RANK Profit Sharing
  • RANK near Law Offices of Richard G Fathy, a Prof. Corp., Profit Sharing Plan
  • RANK ind #5609

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 →

Alberto Ortiz Carrasquillo Money Purchase in the asset neighbourhood

Alberto Ortiz Carrasquillo Money PurchaseAlberto Ortiz Carrasquillo M…$1MLaw Offices of Richard G Fathy, a Prof. Corp., Profit Sharing PlanLaw Offices of Richard G Fat…$1MNational Builders Supply & Manufacturing, Inc. Profit Sharing PlanNational Builders Supply & M…$1MSusan H. Sheets Dds Profit Sharing PlanSusan H. Sheets Dds Profit S…$1MThe J. David Gladstone Institutes Post-Doctoral Fellows Profit Sharing Plan and TrustThe J. David Gladstone Insti…$1M
End-of-year total assets ($M) among Alberto Ortiz Carrasquillo Money Purchase and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Alberto Ortiz Carrasquillo multi-year asset trail

Sponsor-wide plan assets over time

All Alberto Ortiz Carrasquillo plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.148961639243446% vs 2022
2023 filing year
$1.4M$1.45M$1.5M$1.55M$1.6M 20222023 $1.43M $1.57M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $2M

Alberto Ortiz Carrasquillo filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$156K
Employer EIN660496858
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Alberto Ortiz Carrasquillo Money Purchase vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Alberto Ortiz Carrasquillo Money Purchase, Total assets ($M): 1.427683 · Participants: 1Alberto Ortiz Carrasquillo Money PurchaseThe 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
Alberto Ortiz Carrasquillo Money Purchase vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Alberto Ortiz Carrasquillo Money Purchase side-by-side with 3 peers →

Alberto Ortiz Carrasquillo Money Purchase's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Law Offices of Richard G Fathy, a Prof. Corp., Profit Sharing Plan in CA ($1M); 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 Alberto Ortiz Carrasquillo Money Purchase assets move in 2022? ▼
Alberto Ortiz Carrasquillo Money Purchase pulled back noticeably - down 9.9% during 2022, from $2M to $1M. Reported net income was -$156K.
How have Alberto Ortiz Carrasquillo plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Alberto Ortiz Carrasquillo's sponsor-wide assets grew 10.1%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Alberto Ortiz Carrasquillo Money Purchase? ▼
Among Profit Sharing plans in other states, the closest by assets is Law Offices of Richard G Fathy, a Prof. Corp., Profit Sharing Plan in CA ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Alberto Ortiz Carrasquillo Money Purchase? ▼
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 660496858.

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.