Profit Sharing · DOL Form 5500 · 2022
Roberto Perez Gutierrez Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $4.5M
- Avg per participant High balance/head
Official DOL plan name: Roberto Perez Gutierrez Retirement Plan · Sponsored by Roberto Perez Gutierrez · Puerto Rico · Healthcare & Social Assistance
$5M in assets, 1 participants
Roberto Perez Gutierrez's Roberto Perez Gutierrez Retirement Plan reported $5M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #10,786 in Healthcare & Social Assistance (20,060 peers)
Roberto Perez Gutierrez multi-year trail
Roberto Perez Gutierrez's plans moved +31.1% in assets from 2022 to 2024; this filing shows Roberto Perez Gutierrez Retirement Plan at $5M / 1 participant.
- #10,786
- in Healthcare & Social Assistance (20,060 peers)
- -19.0%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Roberto Perez Gutierrez Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Roberto Perez Gutierrez Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,503,634 48th percentile higher than 48% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Roberto Perez Gutierrez 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. Roberto Perez Gutierrez Retirement Plan is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 660464585 · Roberto Perez Gutierrez PY 2022 · Profit Sharing
Roberto Perez Gutierrez Retirement Plan · $5M · 1 · 48th
- EOY $5M
- EOY 1
- EOY 48th
- EOY Profit Sharing
- EOY near Reiche Construction Inc Profit Sharing Plan
- EOY ind #10786
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 →
Roberto Perez Gutierrez Retirement Plan in the asset neighbourhood
Roberto Perez Gutierrez multi-year asset trail
Sponsor-wide plan assets over time
All Roberto Perez Gutierrez plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 31.138165312723014% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $5M |
| 2023 | 1 | 1 | $5M |
| 2024 | 1 | 1 | $6M |
Roberto Perez Gutierrez filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 660464585 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing, Limited $611M · 2,614
- Popular, Inc. Pr Savings and Investment Plan $561M · 7,773
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $336M · 1,038
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $158M · 743
- The Oriental Bank Coda Profit Sharing Plan $110M · 2,082
Roberto Perez Gutierrez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Reiche Construction Inc Profit Sharing Plan in IL ($5M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
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.