Profit Sharing · DOL Form 5500 · 2022
Roberto F. Garcia Morales Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $504,805
- Avg per participant High balance/head
Official DOL plan name: Roberto F. Garcia Morales Retirement Plan · Sponsored by Roberto F. Garcia Morales · Puerto Rico · Healthcare & Social Assistance
$4M in assets, 8 participants
Roberto F. Garcia Morales's Roberto F. Garcia Morales Retirement Plan reported $4M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.
- #10,293 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Roberto F. Garcia Morales Retirement Plan declined sharply 17.4% in 2022 ($5M → $4M) for 8 participants.
- #10,293
- in Healthcare & Social Assistance (20,060 peers)
- -17.4%
- assets change YoY
The plan reported a net loss of $853K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Roberto F. Garcia Morales Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Roberto F. Garcia Morales Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,038,442 46th percentile higher than 46% 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
Roberto F. Garcia Morales 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. Roberto F. Garcia Morales Retirement Plan is a micro filing (8 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 660501054 · Roberto F. Garcia Morales PY 2022 · Profit Sharing
Roberto F. Garcia Morales Retirement Plan · $4M · 8 · 46th
- PHOTO $4M
- IND 8
- EOY 46th
- 5500 Profit Sharing
- ASSETS near Alevy Productions, Inc. Profit Sharing Plan
- PCT ind #10293
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 →
Roberto F. Garcia Morales Retirement Plan in the asset neighbourhood
Roberto F. Garcia Morales years around the 2022 move
Sponsor-wide plan assets over time
All Roberto F. Garcia Morales plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $4M |
| 2023 | 1 | 8 | $5M |
| 2024 | 1 | N/A | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$853K |
| Employer EIN | 660501054 |
| Plan Effective Date | 1994-01-01 |
| 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
Roberto F. Garcia Morales Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Alevy Productions, Inc. Profit Sharing Plan in CA ($4M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 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 (8 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.