Profit Sharing · DOL Form 5500 · 2022

Luis J. Forastieri Maldonado Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$288,990
Avg per participant High balance/head
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Official DOL plan name: Luis J. Forastieri Maldonado Retirement Plan · Sponsored by Luis J. Forastieri Maldonado · Puerto Rico · Other Services

$1M in assets, 4 participants

Luis J. Forastieri Maldonado's Luis J. Forastieri Maldonado Retirement Plan reported $1M in total assets and 4 participants 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.

  • #4,214 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Luis J. Forastieri Maldonado Retirement Plan ranks #4,214 of 8,398 2022 filers by assets (1736% of the sector average)-$1M for 4 participants.

#4,214
in Other Services (8,398 peers)
-13.8%
assets change YoY

The plan reported a net loss of $185K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Luis J. Forastieri Maldonado Retirement Plan among the smaller filed plans by assets

Luis J. Forastieri Maldonado Retirement Plan vs every filed plan by assets

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

$1,155,960 27th percentile higher than 27% 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

Luis J. Forastieri Maldonado 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. Luis J. Forastieri Maldonado Retirement Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 660597528 · Luis J. Forastieri Maldonado PY 2022 · Profit Sharing

Luis J. Forastieri Maldonado Retirement Plan · $1M · 4 · 27th

  • SCH $1M
  • EBSA 4
  • PART 27th
  • TYPE Profit Sharing
  • NET near J Peter Robinson a Sole Proprietor Profit Sharing Plan
  • BOOK ind #4214

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 →

Luis J. Forastieri Maldonado Retirement Plan in the asset neighbourhood

Luis J. Forastieri Maldonado Retirement PlanLuis J. Forastieri Maldonado…$1MJ Peter Robinson a Sole Proprietor Profit Sharing PlanJ Peter Robinson a Sole Prop…$1MJb Projects Corporation Profit Sharing PlanJb Projects Corporation Prof…$1MAlan N. Esper, Do Profit Sharing PlanAlan N. Esper, Do Profit Sha…$1MJoe Schuerman LLC Dba Schuerman Auto Repair IncJoe Schuerman LLC Dba Schuer…$1M
End-of-year total assets ($M) among Luis J. Forastieri Maldonado Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$185K
Employer EIN660597528
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Luis J. Forastieri Maldonado)

Sponsor-wide plan assets over time

All Luis J. Forastieri Maldonado plans reported in each filing year

Latest sponsor-wide plan assets
$1M 19.291151942973805% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.16M $1.38M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $1M

Nearby Profit Sharing Plans in Puerto Rico

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

Luis J. Forastieri Maldonado Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Luis J. Forastieri Maldonado Retirement Plan, Total assets ($M): 1.15596 · Participants: 4Luis J. Forastieri Maldonado 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
Luis J. Forastieri Maldonado Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Luis J. Forastieri Maldonado Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is J Peter Robinson a Sole Proprietor Profit Sharing Plan in CA ($1M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did Luis J. Forastieri Maldonado Retirement Plan assets move in 2022?
Luis J. Forastieri Maldonado Retirement Plan pulled back noticeably - down 13.8% during 2022, from $1M to $1M. Reported net income was -$185K.
How have Luis J. Forastieri Maldonado plan assets changed over time?
Across 3 plan years on file (2022-2024), Luis J. Forastieri Maldonado's sponsor-wide assets grew 19.3%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Luis J. Forastieri Maldonado Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is J Peter Robinson a Sole Proprietor Profit Sharing Plan in CA ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Luis J. Forastieri Maldonado Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A in assets).