Profit Sharing · DOL Form 5500 · 2022

Carlos J. Estrada Md, Psc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
32nd
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Carlos J. Estrada Md Retirement Plan · Sponsored by Carlos J. Estrada Md, Psc · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 1 participants

Carlos J. Estrada Md, Psc's Carlos J. Estrada Md Retirement Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,375 in Healthcare & Social Assistance (20,060 peers)

Carlos J. Estrada Md, Psc multi-year trail

Carlos J. Estrada Md, Psc's plans moved +49.6% in assets from 2022 to 2024; this filing shows Carlos J. Estrada Md Retirement Plan at $2M / 1 participant.

#6,375
in Healthcare & Social Assistance (20,060 peers)
+1.1%
assets growth YoY

Carlos J. Estrada Md Retirement Plan among the smaller filed plans by assets

Carlos J. Estrada Md Retirement Plan vs every filed plan by assets

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

$1,732,420 32nd percentile higher than 32% 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 J. Estrada Md 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. Carlos J. Estrada Md Retirement Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 660688278 · Carlos J. Estrada Md, Psc PY 2022 · Profit Sharing

Carlos J. Estrada Md Retirement Plan · $2M · 1 · 32nd

  • RANK $2M
  • PHOTO 1
  • IND 32nd
  • EOY Profit Sharing
  • 5500 near Newman Holdings, Inc. Profit Sharing Plan
  • ASSETS ind #6375

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 J. Estrada Md Retirement Plan in the asset neighbourhood

Carlos J. Estrada Md Retirement PlanCarlos J. Estrada Md Retirem…$2MNewman Holdings, Inc. Profit Sharing PlanNewman Holdings, Inc. Profit…$2MMagnolia Home Solutions, Inc. Retirement PlanMagnolia Home Solutions, Inc…$2MRehabilitation Services, Inc. Profit Sharing PlanRehabilitation Services, Inc…$2MKwik Kar Automotive Car Vista Ridge, Inc. Pension Transfer Trust PlanKwik Kar Automotive Car Vist…$2M
End-of-year total assets ($M) among Carlos J. Estrada Md Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Carlos J. Estrada Md, Psc multi-year asset trail

Sponsor-wide plan assets over time

All Carlos J. Estrada Md, Psc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 49.602521328546196% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.73M $2.59M ▲ +49.7%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $3M

Carlos J. Estrada Md, Psc filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$19K
Employer EIN660688278
Plan Effective Date2007-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Carlos J. Estrada Md Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Carlos J. Estrada Md Retirement Plan, Total assets ($M): 1.73242 · Participants: 1Carlos J. Estrada Md 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
Carlos J. Estrada Md Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Carlos J. Estrada Md Retirement Plan side-by-side with 3 peers →

Carlos J. Estrada Md Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Newman Holdings, Inc. Profit Sharing Plan in MN ($2M); 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 Carlos J. Estrada Md Retirement Plan assets move in 2022? ▼
Carlos J. Estrada Md Retirement Plan edged up modestly - up 1.1% during 2022, from $2M to $2M. Reported net income was $19K.
How have Carlos J. Estrada Md, Psc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlos J. Estrada Md, Psc's sponsor-wide assets grew 49.6%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Carlos J. Estrada Md Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Newman Holdings, Inc. Profit Sharing Plan in MN ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Carlos J. Estrada Md 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 660688278.

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.