Profit Sharing · DOL Form 5500 · 2022
Felix Mendoza Rosa Profit Sharing Plan
Data updated 2026-08-25
- $991K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $330,391
- Avg per participant High balance/head
Official DOL plan name: Felix Mendoza Rosa, M.D. Retirement Plan · Sponsored by Felix Mendoza Rosa · Puerto Rico · Healthcare & Social Assistance
$991K in assets, 3 participants
Felix Mendoza Rosa's Felix Mendoza Rosa, M.D. Retirement Plan reported $991K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #4,421 in Healthcare & Social Assistance (20,060 peers)
Felix Mendoza Rosa multi-year trail
Felix Mendoza Rosa's plans moved +29.9% in assets from 2022 to 2024; this filing shows Felix Mendoza Rosa, M.D. Retirement Plan at $991K / 3 participants.
- #4,421
- in Healthcare & Social Assistance (20,060 peers)
- -8.3%
- assets change YoY
The plan reported a net loss of $89K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Felix Mendoza Rosa, M.D. Retirement Plan among the smaller filed plans by assets
Felix Mendoza Rosa, M.D. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$991,173 25th percentile higher than 25% 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
Felix Mendoza Rosa, M.D. 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. Felix Mendoza Rosa, M.D. Retirement Plan is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 582158999 · Felix Mendoza Rosa PY 2022 · Profit Sharing
Felix Mendoza Rosa, M.D. Retirement Plan · $991K · 3 · 25th
- EOY $991K
- EOY 3
- EOY 25th
- EOY Profit Sharing
- EOY near Wessel & Associates, Inc. Profit-Sharing Plan
- EOY ind #4421
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 →
Felix Mendoza Rosa, M.D. Retirement Plan in the asset neighbourhood
Felix Mendoza Rosa multi-year asset trail
Sponsor-wide plan assets over time
All Felix Mendoza Rosa plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 29.876015589609484% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $991K |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | $1M |
Felix Mendoza Rosa filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $991K |
| Net Income | -$89K |
| Employer EIN | 582158999 |
| Plan Effective Date | 1993-01-01 |
| 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
Felix Mendoza Rosa, M.D. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Wessel & Associates, Inc. Profit-Sharing Plan in PA ($992K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($991K here).
- Wessel & Associates, Inc. Profit-Sharing Plan (PA) $992K · 5
- County Tire, Inc. 401(k) Plan (VT) $991K · 15
- Jebckb Inc. Retirement Plan (TX) $992K · 3
- Mesa Jame Corp. Retirement Plan (DE) $990K · 5
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.