Profit Sharing · DOL Form 5500 · 2022
Alfredo a. Santaella Latimer Profit Sharing Plan
Data updated 2026-08-25
- $638K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $638,482
- Avg per participant High balance/head
Official DOL plan name: Santaella & Suarez Retirement Plan · Sponsored by Alfredo a. Santaella Latimer · Puerto Rico · Professional & Technical Services
$638K in assets, 1 participants
Alfredo a. Santaella Latimer's Santaella & Suarez Retirement Plan reported $638K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 21st 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.
- #3,585 in Professional & Technical Services (21,562 peers)
Alfredo a. Santaella Latimer multi-year trail
Alfredo a. Santaella Latimer's plans moved +17.3% in assets from 2022 to 2024; this filing shows Santaella & Suarez Retirement Plan at $638K / 1 participant.
- #3,585
- in Professional & Technical Services (21,562 peers)
- -11.0%
- assets change YoY
The plan reported a net loss of $79K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Santaella & Suarez Retirement Plan among the smaller filed plans by assets
Santaella & Suarez Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$638,482 21st percentile higher than 21% 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
Santaella & Suarez 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. Santaella & Suarez Retirement Plan is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 666033463 · Alfredo a. Santaella Latimer PY 2022 · Profit Sharing
Santaella & Suarez Retirement Plan · $638K · 1 · 21st
- EBSA $638K
- PART 1
- TYPE 21st
- NET Profit Sharing
- BOOK near The B E & K 1165(e) Retirement Plan
- VS-ST ind #3585
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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →
Santaella & Suarez Retirement Plan in the asset neighbourhood
Alfredo a. Santaella Latimer multi-year asset trail
Sponsor-wide plan assets over time
All Alfredo a. Santaella Latimer plans reported in each filing year
- Latest sponsor-wide plan assets
- $749K 17.275036727738605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $638K |
| 2023 | 1 | 1 | $700K |
| 2024 | 1 | 1 | $749K |
Alfredo a. Santaella Latimer filing trail (2022)
| Total Assets (Beginning of Year) | $718K |
|---|---|
| Net Assets (End of Year) | $638K |
| Net Income | -$79K |
| Employer EIN | 666033463 |
| Plan Effective Date | 2010-11-22 |
| 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
Santaella & Suarez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is The B E & K 1165(e) Retirement Plan in TX ($638K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($638K here).
- The B E & K 1165(e) Retirement Plan (TX) $638K · 91
- Mccall Visual Concepts, Inc. Retirement Plan (TN) $639K · 5
- B.E. Murphy Company Profit Sharing Plan (OH) $639K · 8
- Walter D. Toronjo Profit Sharing Plan (TX) $639K · 14
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.