Profit Sharing · DOL Form 5500 · 2022
Eduard Fahme Gonzalez Profit Sharing Plan
Data updated 2026-08-25
- $240K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $80,079
- Avg per participant Below avg balance/head
Official DOL plan name: Efg Retirement Plan · Sponsored by Eduard Fahme Gonzalez · Puerto Rico · Healthcare & Social Assistance
$240K in assets, 3 participants
Eduard Fahme Gonzalez's Efg Retirement Plan reported $240K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.
- #1,691 in Healthcare & Social Assistance (20,060 peers)
What the 2022 filing shows
Efg Retirement Plan holds $240K for 3 participants - about $80,079 per participant, among the smaller plans by assets on file.
- #1,691
- in Healthcare & Social Assistance (20,060 peers)
- -4.4%
- assets change YoY
The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Efg Retirement Plan among the smaller filed plans by assets
Efg Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$240,237 12th percentile higher than 12% 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
Efg 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. Efg Retirement Plan is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 660839255 · Eduard Fahme Gonzalez PY 2022 · Profit Sharing
Efg Retirement Plan · $240K · 3 · 12th
- NET $240K
- BOOK 3
- VS-ST 12th
- BOY Profit Sharing
- SCH near D E Welch Profit Sharing Plan & Trust
- EBSA ind #1691
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 →
Efg Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $251K |
|---|---|
| Net Assets (End of Year) | $240K |
| Net Income | -$11K |
| Employer EIN | 660839255 |
| Plan Effective Date | 2013-01-01 |
| 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
Efg Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is D E Welch Profit Sharing Plan & Trust in NC ($240K); 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 ($240K here).
- D E Welch Profit Sharing Plan & Trust (NC) $240K · N/A
- Bic Endeavors, Inc. Retirement Plan (OK) $240K · 1
- Violence Intervention Program, Inc. (NY) $240K · 54
- A Couple of Trees Inc. Retirement Plan (VA) $240K · 2
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.