Profit Sharing · DOL Form 5500 · 2022

Carlos Acosta Anadon Profit Sharing Plan

Data updated 2026-08-25

$497K
Total assets Small plan by assets
3
Participants Small participant base
18th
Percentile by assets National rank
$165,758
Avg per participant Above avg balance/head
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Official DOL plan name: Carlos Acosta Anadon Profit Sharing Plan · Sponsored by Carlos Acosta Anadon · Puerto Rico · Healthcare & Social Assistance

$497K in assets, 3 participants

Carlos Acosta Anadon's Carlos Acosta Anadon Profit Sharing Plan reported $497K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,848 in Healthcare & Social Assistance (20,060 peers)

Carlos Acosta Anadon multi-year trail

Carlos Acosta Anadon's plans moved +56.4% in assets from 2022 to 2024; this filing shows Carlos Acosta Anadon Profit Sharing Plan at $497K / 3 participants.

#2,848
in Healthcare & Social Assistance (20,060 peers)
-35.2%
assets change YoY

The plan reported a net loss of $270K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carlos Acosta Anadon Profit Sharing Plan among the smaller filed plans by assets

Carlos Acosta Anadon Profit Sharing Plan vs every filed plan by assets

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

$497,275 18th percentile higher than 18% 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

Carlos Acosta Anadon Profit Sharing 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. Carlos Acosta Anadon Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 660409605 · Carlos Acosta Anadon PY 2022 · Profit Sharing

Carlos Acosta Anadon Profit Sharing Plan · $497K · 3 · 18th

  • EBSA $497K
  • EBSA 3
  • EBSA 18th
  • EBSA Profit Sharing
  • EBSA near Rickey Bruening Inc. Profit Sharing Plan
  • EBSA ind #2848

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 →

Carlos Acosta Anadon Profit Sharing Plan in the asset neighbourhood

Carlos Acosta Anadon Profit Sharing PlanCarlos Acosta Anadon Profit …$497KRickey Bruening Inc. Profit Sharing PlanRickey Bruening Inc. Profit …$497KTalsma Builders, Inc. Profit Sharing Plan and TrustTalsma Builders, Inc. Profit…$497KSightline Holdings, Inc. Retirement PlanSightline Holdings, Inc. Ret…$497KRobert L Samse Multiline Insurance Agency Profit Sharing PlanRobert L Samse Multiline Ins…$498K
End-of-year total assets ($M) among Carlos Acosta Anadon Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Carlos Acosta Anadon multi-year asset trail

Sponsor-wide plan assets over time

All Carlos Acosta Anadon plans reported in each filing year

Latest sponsor-wide plan assets
$778K 56.375446181690215% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.5M $0.78M ▲ +56.0%
Year Plans Participants Total Assets
2022 1 3 $497K
2023 1 3 $713K
2024 1 3 $778K

Carlos Acosta Anadon filing trail (2022)

Total Assets (Beginning of Year)$767K
Net Assets (End of Year)$497K
Net Income-$270K
Employer EIN660409605
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Carlos Acosta Anadon Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Carlos Acosta Anadon Profit Sharing Plan, Total assets ($M): 0.497275 · Participants: 3Carlos Acosta Anadon Profit Sharing 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
Carlos Acosta Anadon Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Carlos Acosta Anadon Profit Sharing Plan side-by-side with 3 peers →

Carlos Acosta Anadon Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Rickey Bruening Inc. Profit Sharing Plan in CO ($497K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Carlos Acosta Anadon Profit Sharing Plan assets move in 2022? ▼
Carlos Acosta Anadon Profit Sharing Plan contracted severely - down 35.2% during 2022, from $767K to $497K. Reported net income was -$270K.
How have Carlos Acosta Anadon plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlos Acosta Anadon's sponsor-wide assets grew 56.4%, from $497K to $778K.
Where does Carlos Acosta Anadon Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carlos Acosta Anadon Profit Sharing Plan ranks in the 18th 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 Carlos Acosta Anadon Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rickey Bruening Inc. Profit Sharing Plan in CO ($497K, 80 participants).
Which Profit Sharing plans cover a similar participant headcount to Carlos Acosta Anadon Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 660409605.

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.