Profit Sharing · DOL Form 5500 · 2022

Pablo Ortiz Cerezo Profit Sharing Plan

Data updated 2026-08-25

$530K
Total assets Small plan by assets
2
Participants Small participant base
19th
Percentile by assets National rank
$265,236
Avg per participant High balance/head
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Official DOL plan name: Pablo a. Ortiz Cerezo Retirement Plan · Sponsored by Pablo Ortiz Cerezo · Puerto Rico · Healthcare & Social Assistance

$530K in assets, 2 participants

Pablo Ortiz Cerezo's Pablo a. Ortiz Cerezo Retirement Plan reported $530K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,981 in Healthcare & Social Assistance (20,060 peers)

Pablo Ortiz Cerezo multi-year trail

Pablo Ortiz Cerezo's plans moved +14.7% in assets from 2022 to 2024; this filing shows Pablo a. Ortiz Cerezo Retirement Plan at $530K / 2 participants.

#2,981
in Healthcare & Social Assistance (20,060 peers)
-16.5%
assets change YoY

The plan reported a net loss of $105K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pablo a. Ortiz Cerezo Retirement Plan among the smaller filed plans by assets

Pablo a. Ortiz Cerezo Retirement Plan vs every filed plan by assets

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

$530,471 19th percentile higher than 19% 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

Pablo a. Ortiz Cerezo 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. Pablo a. Ortiz Cerezo Retirement Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 660404380 · Pablo Ortiz Cerezo PY 2022 · Profit Sharing

Pablo a. Ortiz Cerezo Retirement Plan · $530K · 2 · 19th

  • BOY $530K
  • SCH 2
  • EBSA 19th
  • PART Profit Sharing
  • TYPE near Tcm Restaurant Group Retirement Plan
  • NET ind #2981

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 →

Pablo a. Ortiz Cerezo Retirement Plan in the asset neighbourhood

Pablo a. Ortiz Cerezo Retirement PlanPablo a. Ortiz Cerezo Retire…$530KTcm Restaurant Group Retirement PlanTcm Restaurant Group Retirem…$531KBig Eddy Enterprises, Inc. Profit Sharing PlanBig Eddy Enterprises, Inc. P…$531KAlbert J. De Lorenzo, Jr. Profit Sharing PlanAlbert J. De Lorenzo, Jr. Pr…$531KLighting Technologies, Inc. Retirement PlanLighting Technologies, Inc. …$531K
End-of-year total assets ($M) among Pablo a. Ortiz Cerezo Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Pablo Ortiz Cerezo multi-year asset trail

Sponsor-wide plan assets over time

All Pablo Ortiz Cerezo plans reported in each filing year

Latest sponsor-wide plan assets
$608K 14.683366291465507% vs 2022
2024 filing year
$0.5M$0.55M$0.6M$0.65M 202220232024 $0.53M $0.61M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 2 $530K
2023 1 2 $598K
2024 1 2 $608K

Pablo Ortiz Cerezo filing trail (2022)

Total Assets (Beginning of Year)$636K
Net Assets (End of Year)$530K
Net Income-$105K
Employer EIN660404380
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Pablo a. Ortiz Cerezo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Pablo a. Ortiz Cerezo Retirement Plan, Total assets ($M): 0.530471 · Participants: 2Pablo a. Ortiz Cerezo 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
Pablo a. Ortiz Cerezo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Pablo a. Ortiz Cerezo Retirement Plan side-by-side with 3 peers →

Pablo a. Ortiz Cerezo Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Tcm Restaurant Group Retirement Plan in CA ($531K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Pablo a. Ortiz Cerezo Retirement Plan assets move in 2022? ▼
Pablo a. Ortiz Cerezo Retirement Plan declined sharply - down 16.5% during 2022, from $636K to $530K. Reported net income was -$105K.
How have Pablo Ortiz Cerezo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pablo Ortiz Cerezo's sponsor-wide assets grew 14.7%, from $530K to $608K.
Where does Pablo a. Ortiz Cerezo Retirement Plan rank by assets among Form 5500 filers? ▼
Pablo a. Ortiz Cerezo Retirement Plan ranks in the 19th 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 Pablo a. Ortiz Cerezo Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tcm Restaurant Group Retirement Plan in CA ($531K, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Pablo a. Ortiz Cerezo Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 660404380.

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.