Profit Sharing · DOL Form 5500 · 2022

Nelson Ortiz Santiago Profit Sharing Plan

Data updated 2026-08-25

$418K
Total assets Small plan by assets
1
Participants Small participant base
17th
Percentile by assets National rank
$418,119
Avg per participant High balance/head
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Official DOL plan name: Nelson Ortiz Santiago Retirement Plan · Sponsored by Nelson Ortiz Santiago · Puerto Rico · Retail Trade

$418K in assets, 1 participants

Nelson Ortiz Santiago's Nelson Ortiz Santiago Retirement Plan reported $418K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,423 in Retail Trade (9,519 peers)

2022 asset change

Nelson Ortiz Santiago Retirement Plan declined sharply 19.1% in 2022 ($517K → $418K) for 1 participant.

#2,423
in Retail Trade (9,519 peers)
-19.1%
assets change YoY

The plan reported a net loss of $99K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nelson Ortiz Santiago Retirement Plan among the smaller filed plans by assets

Nelson Ortiz Santiago Retirement Plan vs every filed plan by assets

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

$418,119 17th percentile higher than 17% 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

Nelson Ortiz Santiago 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. Nelson Ortiz Santiago Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 666047620 · Nelson Ortiz Santiago PY 2022 · Profit Sharing

Nelson Ortiz Santiago Retirement Plan · $418K · 1 · 17th

  • IND $418K
  • EOY 1
  • 5500 17th
  • ASSETS Profit Sharing
  • PCT near Martin & Hubbs, Inc. Profit Sharing Plan and Trust
  • EIN ind #2423

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 Retail Trade retirement plans → · Plans in Puerto Rico →

Nelson Ortiz Santiago Retirement Plan in the asset neighbourhood

Nelson Ortiz Santiago Retirement PlanNelson Ortiz Santiago Retire…$418KMartin & Hubbs, Inc. Profit Sharing Plan and TrustMartin & Hubbs, Inc. Profit …$418KSixpac Inc 401(k) Profit Sharing PlanSixpac Inc 401(k) Profit Sha…$418KAdvanced Packaging Corporation Profit Sharing PlanAdvanced Packaging Corporati…$418KLuther & Sons Inc. Retirement PlanLuther & Sons Inc. Retiremen…$419K
End-of-year total assets ($M) among Nelson Ortiz Santiago Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Nelson Ortiz Santiago years around the 2022 move

Sponsor-wide plan assets over time

All Nelson Ortiz Santiago plans reported in each filing year

Latest sponsor-wide plan assets
$437K 4.422903527464669% vs 2022
2024 filing year
$0.41M$0.42M$0.43M$0.44M$0.45M 202220232024 $0.42M $0.44M ▲ +4.8%
Year Plans Participants Total Assets
2022 1 1 $418K
2023 1 1 $423K
2024 1 1 $437K

2022 asset-move particulars

Total Assets (Beginning of Year)$517K
Net Assets (End of Year)$418K
Net Income-$99K
Employer EIN666047620
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Nelson Ortiz Santiago Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Nelson Ortiz Santiago Retirement Plan, Total assets ($M): 0.418119 · Participants: 1Nelson Ortiz Santiago 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
Nelson Ortiz Santiago Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Nelson Ortiz Santiago Retirement Plan side-by-side with 3 peers →

Nelson Ortiz Santiago Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Martin & Hubbs, Inc. Profit Sharing Plan and Trust in AL ($418K); 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 Nelson Ortiz Santiago Retirement Plan assets move in 2022? ▼
Nelson Ortiz Santiago Retirement Plan declined sharply - down 19.1% during 2022, from $517K to $418K. Reported net income was -$99K.
How have Nelson Ortiz Santiago plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelson Ortiz Santiago's sponsor-wide assets grew 4.4%, from $418K to $437K.
Where does Nelson Ortiz Santiago Retirement Plan rank by assets among Form 5500 filers? ▼
Nelson Ortiz Santiago Retirement Plan ranks in the 17th 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 Nelson Ortiz Santiago Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Martin & Hubbs, Inc. Profit Sharing Plan and Trust in AL ($418K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Nelson Ortiz Santiago 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 666047620.

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.