Profit Sharing · DOL Form 5500 · 2022
Sandra Perez Santiago Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Sandra Perez Santiago Retirement Plan · Sponsored by Sandra Perez Santiago · Puerto Rico · Professional & Technical Services
$1M in assets, 1 participants
Sandra Perez Santiago's Sandra Perez Santiago Retirement Plan reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #5,070 in Professional & Technical Services (21,562 peers)
Sandra Perez Santiago multi-year trail
Sandra Perez Santiago's plans moved +44.1% in assets from 2022 to 2024; this filing shows Sandra Perez Santiago Retirement Plan at $1M / 1 participant.
- #5,070
- in Professional & Technical Services (21,562 peers)
- -9.7%
- assets change YoY
The plan reported a net loss of $133K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sandra Perez Santiago Retirement Plan among the smaller filed plans by assets
Sandra Perez Santiago Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,238,860 27th percentile higher than 27% 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
Sandra Perez Santiago 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. Sandra Perez Santiago Retirement Plan is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 666021469 · Sandra Perez Santiago PY 2022 · Profit Sharing
Sandra Perez Santiago Retirement Plan · $1M · 1 · 27th
- TYPE $1M
- TYPE 1
- TYPE 27th
- TYPE Profit Sharing
- TYPE near John D. Woliver Profit Sharing Plan
- TYPE ind #5070
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 →
Sandra Perez Santiago Retirement Plan in the asset neighbourhood
Sandra Perez Santiago multi-year asset trail
Sponsor-wide plan assets over time
All Sandra Perez Santiago plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 44.090373407810404% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $2M |
Sandra Perez Santiago filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$133K |
| Employer EIN | 666021469 |
| Plan Effective Date | 1997-01-01 |
| 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
Sandra Perez Santiago Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is John D. Woliver Profit Sharing Plan in OH ($1M); 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 ($1M here).
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.