Profit Sharing · DOL Form 5500 · 2022
Lourdes Negron Montalvo Profit Sharing Plan
Data updated 2026-08-25
- $505K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $505,218
- Avg per participant High balance/head
Official DOL plan name: Farmacia Lourdes Retirement Plan · Sponsored by Lourdes Negron Montalvo · Puerto Rico · Other Services
$505K in assets, 1 participants
Lourdes Negron Montalvo's Farmacia Lourdes Retirement Plan reported $505K in total assets and 1 participant 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.
- #3,255 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Farmacia Lourdes Retirement Plan ranks #3,255 of 8,398 2022 filers by assets (3973% of the sector average)-$505K for 1 participant.
- #3,255
- in Other Services (8,398 peers)
- -12.1%
- assets change YoY
The plan reported a net loss of $69K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Farmacia Lourdes Retirement Plan among the smaller filed plans by assets
Farmacia Lourdes Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$505,218 18th percentile higher than 18% 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
Farmacia Lourdes 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. Farmacia Lourdes Retirement Plan is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 660345540 · Lourdes Negron Montalvo PY 2022 · Profit Sharing
Farmacia Lourdes Retirement Plan · $505K · 1 · 18th
- PCT $505K
- PCT 1
- PCT 18th
- PCT Profit Sharing
- PCT near Qca, Inc. Profit Sharing Plan
- PCT ind #3255
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 Puerto Rico →
Farmacia Lourdes Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $575K |
|---|---|
| Net Assets (End of Year) | $505K |
| Net Income | -$69K |
| Employer EIN | 660345540 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lourdes Negron Montalvo)
Sponsor-wide plan assets over time
All Lourdes Negron Montalvo plans reported in each filing year
- Latest sponsor-wide plan assets
- $554K 9.628912667402982% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $505K |
| 2023 | 1 | 1 | $566K |
| 2024 | 1 | 1 | $554K |
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
Farmacia Lourdes Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Qca, Inc. Profit Sharing Plan in TX ($505K); 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 ($505K here).
- Qca, Inc. Profit Sharing Plan (TX) $505K · 2
- Pro10 Wellness Retirement Plan (CA) $505K · 3
- Engage Insurance Group Inc. Retirement Plan (FL) $506K · 1
- Rock Solid Music, Inc. Retirement Plan (NY) $505K · 4
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.