Profit Sharing · DOL Form 5500 · 2022

Felix Caratini Soto & Idalhiz Flores Caldera Profit Sharing Plan

Data updated 2026-08-25

$748K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$249,393
Avg per participant Above avg balance/head
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Official DOL plan name: Caratini-Flores Retirement Plan · Sponsored by Felix Caratini Soto & Idalhiz Flores Caldera · Puerto Rico · Healthcare & Social Assistance

$748K in assets, 3 participants

Felix Caratini Soto & Idalhiz Flores Caldera's Caratini-Flores Retirement Plan reported $748K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,708 in Healthcare & Social Assistance (20,060 peers)

Felix Caratini Soto & Idalhiz Flores Caldera multi-year trail

Felix Caratini Soto & Idalhiz Flores Caldera's plans moved +34.9% in assets from 2022 to 2024; this filing shows Caratini-Flores Retirement Plan at $748K / 3 participants.

#3,708
in Healthcare & Social Assistance (20,060 peers)
-18.7%
assets change YoY

The plan reported a net loss of $172K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caratini-Flores Retirement Plan among the smaller filed plans by assets

Caratini-Flores Retirement Plan vs every filed plan by assets

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

$748,179 22nd percentile higher than 22% 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

Caratini-Flores 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. Caratini-Flores Retirement Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 660828961 · Felix Caratini Soto & Idalhiz Flores Caldera PY 2022 · Profit Sharing

Caratini-Flores Retirement Plan · $748K · 3 · 22nd

  • VS-ST $748K
  • BOY 3
  • SCH 22nd
  • EBSA Profit Sharing
  • PART near Valgene Incorporated Retirement Plan
  • TYPE ind #3708

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 →

Caratini-Flores Retirement Plan in the asset neighbourhood

Caratini-Flores Retirement PlanCaratini-Flores Retirement P…$748KValgene Incorporated Retirement PlanValgene Incorporated Retirem…$748KBellagrace Vineyards Profit Sharing PlanBellagrace Vineyards Profit …$748KJasdar Inc. Retirement Plan$748KWwt Distributors, Inc. Retirement PlanWwt Distributors, Inc. Retir…$748K
End-of-year total assets ($M) among Caratini-Flores Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Felix Caratini Soto & Idalhiz Flores Caldera multi-year asset trail

Sponsor-wide plan assets over time

All Felix Caratini Soto & Idalhiz Flores Caldera plans reported in each filing year

Latest sponsor-wide plan assets
$1M 34.92960909087264% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.75M $1.01M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 3 $748K
2023 1 4 $878K
2024 1 4 $1M

Felix Caratini Soto & Idalhiz Flores Caldera filing trail (2022)

Total Assets (Beginning of Year)$920K
Net Assets (End of Year)$748K
Net Income-$172K
Employer EIN660828961
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Caratini-Flores Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Caratini-Flores Retirement Plan, Total assets ($M): 0.748179 · Participants: 3Caratini-Flores 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
Caratini-Flores Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Caratini-Flores Retirement Plan side-by-side with 3 peers →

Caratini-Flores Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Valgene Incorporated Retirement Plan in MD ($748K); 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 ($748K here).

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 Caratini-Flores Retirement Plan assets move in 2022? ▼
Caratini-Flores Retirement Plan declined sharply - down 18.7% during 2022, from $920K to $748K. Reported net income was -$172K.
How have Felix Caratini Soto & Idalhiz Flores Caldera plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Felix Caratini Soto & Idalhiz Flores Caldera's sponsor-wide assets grew 34.9%, from $748K to $1M.
Where does Caratini-Flores Retirement Plan rank by assets among Form 5500 filers? ▼
Caratini-Flores Retirement Plan ranks in the 22nd 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 Caratini-Flores Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Valgene Incorporated Retirement Plan in MD ($748K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Caratini-Flores Retirement 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 660828961.

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.