Profit Sharing · DOL Form 5500 · 2022

Roberto a. Munoz Marin 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
$292,499
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Roberto a. Munoz Marin Retirement Plan · Sponsored by Roberto a. Munoz Marin · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 4 participants

Roberto a. Munoz Marin's Roberto a. Munoz Marin 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.

  • #4,896 in Healthcare & Social Assistance (20,060 peers)

Roberto a. Munoz Marin multi-year trail

Roberto a. Munoz Marin's plans moved +59.4% in assets from 2022 to 2024; this filing shows Roberto a. Munoz Marin Retirement Plan at $1M / 4 participants.

#4,896
in Healthcare & Social Assistance (20,060 peers)
-19.1%
assets change YoY

The plan reported a net loss of $276K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roberto a. Munoz Marin Retirement Plan among the smaller filed plans by assets

Roberto a. Munoz Marin Retirement Plan vs every filed plan by assets

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

$1,169,997 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

Roberto a. Munoz Marin 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 a. Munoz Marin Retirement Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 583262875 · Roberto a. Munoz Marin PY 2022 · Profit Sharing

Roberto a. Munoz Marin Retirement Plan · $1M · 4 · 27th

  • SCH $1M
  • EBSA 4
  • PART 27th
  • TYPE Profit Sharing
  • NET near Urban Forest Management, Inc. Profit Sharing Plan
  • BOOK ind #4896

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 a. Munoz Marin Retirement Plan in the asset neighbourhood

Roberto a. Munoz Marin Retirement PlanRoberto a. Munoz Marin Retir…$1MUrban Forest Management, Inc. Profit Sharing PlanUrban Forest Management, Inc…$1MDominic K. Ho Profit Sharing PlanDominic K. Ho Profit Sharing…$1MLeap Enterprises Inc. Retirement PlanLeap Enterprises Inc. Retire…$1MDaniel Brenning Ing Profit SharingDaniel Brenning Ing Profit S…$1M
End-of-year total assets ($M) among Roberto a. Munoz Marin Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Roberto a. Munoz Marin multi-year asset trail

Sponsor-wide plan assets over time

All Roberto a. Munoz Marin plans reported in each filing year

Latest sponsor-wide plan assets
$2M 59.42151988423902% vs 2022
2024 filing year
$1M$1.5M$2M 202220232024 $1.17M $1.87M ▲ +59.8%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 3 $1M
2024 1 3 $2M

Roberto a. Munoz Marin filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$276K
Employer EIN583262875
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Roberto a. Munoz Marin Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Roberto a. Munoz Marin Retirement Plan, Total assets ($M): 1.169997 · Participants: 4Roberto a. Munoz Marin 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
Roberto a. Munoz Marin Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Roberto a. Munoz Marin Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Urban Forest Management, Inc. Profit Sharing Plan in IL ($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 Roberto a. Munoz Marin Retirement Plan assets move in 2022?
Roberto a. Munoz Marin Retirement Plan declined sharply - down 19.1% during 2022, from $1M to $1M. Reported net income was -$276K.
How have Roberto a. Munoz Marin plan assets changed over time?
Across 3 plan years on file (2022-2024), Roberto a. Munoz Marin's sponsor-wide assets grew 59.4%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Roberto a. Munoz Marin Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Urban Forest Management, Inc. Profit Sharing Plan in IL ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Roberto a. Munoz Marin 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).