Profit Sharing · DOL Form 5500 · 2022
Manuel Urbistondo & Yanesa Perez Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $2.2M
- Avg per participant High balance/head
Official DOL plan name: M. Urbistondo and Y. Perez Retirement Plan · Sponsored by Manuel Urbistondo & Yanesa Perez · Florida · Other Services
$4M in assets, 2 participants
Manuel Urbistondo & Yanesa Perez's M. Urbistondo and Y. Perez Retirement Plan reported $4M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #5,690 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, M. Urbistondo and Y. Perez Retirement Plan ranks #5,690 of 8,398 2022 filers by assets (447% of the sector average)-$4M for 2 participants.
- #5,690
- in Other Services (8,398 peers)
- -18.8%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
M. Urbistondo and Y. Perez Retirement Plan's mid-pack asset rank among Other Services and all filers
M. Urbistondo and Y. Perez Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,492,118 48th percentile higher than 48% 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
M. Urbistondo and Y. Perez 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. M. Urbistondo and Y. Perez Retirement Plan is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 263954379 · Manuel Urbistondo & Yanesa Perez PY 2022 · Profit Sharing
M. Urbistondo and Y. Perez Retirement Plan · $4M · 2 · 48th
- PART $4M
- PART 2
- PART 48th
- PART Profit Sharing
- PART near Amsysco, Inc. Profit Sharing Trust
- PART ind #5690
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 Other Services retirement plans → · Plans in Florida →
M. Urbistondo and Y. Perez Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 263954379 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Manuel Urbistondo & Yanesa Perez)
Sponsor-wide plan assets over time
All Manuel Urbistondo & Yanesa Perez plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 46.36443210084864% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $4M |
| 2023 | 1 | 2 | $5M |
| 2024 | 1 | 2 | $7M |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
M. Urbistondo and Y. Perez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Amsysco, Inc. Profit Sharing Trust in IL ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.