Profit Sharing · DOL Form 5500 · 2022
Milton a. Perez Ruiz Profit Sharing Plan
Data updated 2026-08-25
- $615K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $615,454
- Avg per participant High balance/head
Official DOL plan name: Milton a. Perez Ruiz Retirement Plan · Sponsored by Milton a. Perez Ruiz · Puerto Rico · Healthcare & Social Assistance
$615K in assets, 1 participants
Milton a. Perez Ruiz's Milton a. Perez Ruiz Retirement Plan reported $615K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #3,262 in Healthcare & Social Assistance (20,060 peers)
Milton a. Perez Ruiz multi-year trail
Milton a. Perez Ruiz's plans moved +10.9% in assets from 2022 to 2024; this filing shows Milton a. Perez Ruiz Retirement Plan at $615K / 1 participant.
- #3,262
- in Healthcare & Social Assistance (20,060 peers)
- -7.2%
- assets change YoY
The plan reported a net loss of $48K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Milton a. Perez Ruiz Retirement Plan among the smaller filed plans by assets
Milton a. Perez Ruiz Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$615,454 20th percentile higher than 20% 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
Milton a. Perez Ruiz 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. Milton a. Perez Ruiz Retirement Plan is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 660430360 · Milton a. Perez Ruiz PY 2022 · Profit Sharing
Milton a. Perez Ruiz Retirement Plan · $615K · 1 · 20th
- BOOK $615K
- VS-ST 1
- BOY 20th
- SCH Profit Sharing
- EBSA near Crystal Matrix Software, Inc. Retirement Plan & Trust
- PART ind #3262
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 →
Milton a. Perez Ruiz Retirement Plan in the asset neighbourhood
Milton a. Perez Ruiz multi-year asset trail
Sponsor-wide plan assets over time
All Milton a. Perez Ruiz plans reported in each filing year
- Latest sponsor-wide plan assets
- $682K 10.884972719325896% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $615K |
| 2023 | 1 | 1 | $655K |
| 2024 | 1 | 1 | $682K |
Milton a. Perez Ruiz filing trail (2022)
| Total Assets (Beginning of Year) | $663K |
|---|---|
| Net Assets (End of Year) | $615K |
| Net Income | -$48K |
| Employer EIN | 660430360 |
| Plan Effective Date | 1990-01-01 |
| 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
Milton a. Perez Ruiz Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Crystal Matrix Software, Inc. Retirement Plan & Trust in VA ($615K); 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 ($615K 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.