Profit Sharing · DOL Form 5500 · 2022

Raul Marquez Santiago Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
41st
Percentile by assets National rank
$771,076
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Raul Marquez Santiago Retirement Plan · Sponsored by Raul Marquez Santiago · Puerto Rico · Healthcare & Social Assistance

$3M in assets, 4 participants

Raul Marquez Santiago's Raul Marquez Santiago Retirement Plan reported $3M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #8,961 in Healthcare & Social Assistance (20,060 peers)

Raul Marquez Santiago multi-year trail

Raul Marquez Santiago's plans moved +19.9% in assets from 2022 to 2024; this filing shows Raul Marquez Santiago Retirement Plan at $3M / 4 participants.

#8,961
in Healthcare & Social Assistance (20,060 peers)
-11.3%
assets change YoY

The plan reported a net loss of $394K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Raul Marquez Santiago Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Raul Marquez Santiago Retirement Plan vs every filed plan by assets

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

$3,084,304 41st percentile higher than 41% 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

Raul Marquez 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. Raul Marquez Santiago Retirement Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 660544990 · Raul Marquez Santiago PY 2022 · Profit Sharing

Raul Marquez Santiago Retirement Plan · $3M · 4 · 41st

  • EOY $3M
  • EOY 4
  • EOY 41st
  • EOY Profit Sharing
  • EOY near Peachtree Hotel Group 401(k)
  • EOY ind #8961

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 →

Raul Marquez Santiago Retirement Plan in the asset neighbourhood

Peachtree Hotel Group 401(k)$3MPhillips Fractor & Co., LLC Profit Sharing PlanPhillips Fractor & Co., LLC …$3MRaul Marquez Santiago Retirement PlanRaul Marquez Santiago Retire…$3MPagliais Pizza LLC Profit Sharing PlanPagliais Pizza LLC Profit Sh…$3MSaybrook Capital Corporation Profit Sharing PlanSaybrook Capital Corporation…$3M
End-of-year total assets ($M) among Raul Marquez Santiago Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Raul Marquez Santiago multi-year asset trail

Sponsor-wide plan assets over time

All Raul Marquez Santiago plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.92501387671254% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.08M $3.7M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $3M
2024 1 3 $4M

Raul Marquez Santiago filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$394K
Employer EIN660544990
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Raul Marquez Santiago Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Raul Marquez Santiago Retirement Plan, Total assets ($M): 3.084304 · Participants: 4Raul Marquez Santiago 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
Raul Marquez Santiago Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Raul Marquez Santiago Retirement Plan side-by-side with 3 peers →

Raul Marquez Santiago Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Peachtree Hotel Group 401(k) in GA ($3M); 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 Raul Marquez Santiago Retirement Plan assets move in 2022? ▼
Raul Marquez Santiago Retirement Plan pulled back noticeably - down 11.3% during 2022, from $3M to $3M. Reported net income was -$394K.
How have Raul Marquez Santiago plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Raul Marquez Santiago's sponsor-wide assets grew 19.9%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Raul Marquez Santiago Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Peachtree Hotel Group 401(k) in GA ($3M, 122 participants).
Which Profit Sharing plans cover a similar participant headcount to Raul Marquez Santiago 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).

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 660544990.

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.