Profit Sharing · DOL Form 5500 · 2022

Daniel a. Cacho Serrano Profit Sharing Plan

Data updated 2026-08-25

$154K
Total assets Small plan by assets
2
Participants Small participant base
9th
Percentile by assets National rank
$76,821
Avg per participant Below avg balance/head
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Official DOL plan name: Daniel a. Cacho Serrano Profit Sharing Retirement Plan · Sponsored by Daniel a. Cacho Serrano · Puerto Rico · Professional & Technical Services

$154K in assets, 2 participants

Daniel a. Cacho Serrano's Daniel a. Cacho Serrano Profit Sharing Retirement Plan reported $154K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,583 in Professional & Technical Services (21,562 peers)

Daniel a. Cacho Serrano multi-year trail

Daniel a. Cacho Serrano's plans moved +38.8% in assets from 2022 to 2024; this filing shows Daniel a. Cacho Serrano Profit Sharing Retirement Plan at $154K / 2 participants.

#1,583
in Professional & Technical Services (21,562 peers)
-20.7%
assets change YoY

The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Daniel a. Cacho Serrano Profit Sharing Retirement Plan among the smaller filed plans by assets

Daniel a. Cacho Serrano Profit Sharing Retirement Plan vs every filed plan by assets

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

$153,641 9th percentile higher than 9% 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

Daniel a. Cacho Serrano Profit Sharing 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. Daniel a. Cacho Serrano Profit Sharing Retirement Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 660494815 · Daniel a. Cacho Serrano PY 2022 · Profit Sharing

Daniel a. Cacho Serrano Profit Sharing Retirement Plan · $154K · 2 · 9th

  • BOY $154K
  • BOY 2
  • BOY 9th
  • BOY Profit Sharing
  • BOY near Felson Enterprises, Corp. Retirement Plan
  • BOY ind #1583

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 →

Daniel a. Cacho Serrano Profit Sharing Retirement Plan in the asset neighbourhood

Daniel a. Cacho Serrano Profit Sharing Retirement PlanDaniel a. Cacho Serrano Prof…$154KFelson Enterprises, Corp. Retirement PlanFelson Enterprises, Corp. Re…$154KLabella Rosa Properties, Inc. Pension Transfer Trust PlanLabella Rosa Properties, Inc…$154KAmanda Teal Design LLC Profit Sharing PlanAmanda Teal Design LLC Profi…$154K4g Capital Partners, Incorporated Retirement Plan4g Capital Partners, Incorpo…$154K
End-of-year total assets ($M) among Daniel a. Cacho Serrano Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Daniel a. Cacho Serrano multi-year asset trail

Sponsor-wide plan assets over time

All Daniel a. Cacho Serrano plans reported in each filing year

Latest sponsor-wide plan assets
$213K 38.80149178930103% vs 2022
2024 filing year
$0.14M$0.16M$0.18M$0.2M$0.22M 202220232024 $0.15M $0.21M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 2 $154K
2023 1 2 $181K
2024 1 2 $213K

Daniel a. Cacho Serrano filing trail (2022)

Total Assets (Beginning of Year)$194K
Net Assets (End of Year)$154K
Net Income-$40K
Employer EIN660494815
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Daniel a. Cacho Serrano Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Daniel a. Cacho Serrano Profit Sharing Retirement Plan, Total assets ($M): 0.153641 · Participants: 2Daniel a. Cacho Serrano Profit Sharing 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
Daniel a. Cacho Serrano Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Daniel a. Cacho Serrano Profit Sharing Retirement Plan side-by-side with 3 peers →

Daniel a. Cacho Serrano Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Felson Enterprises, Corp. Retirement Plan in IL ($154K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Daniel a. Cacho Serrano Profit Sharing Retirement Plan assets move in 2022? ▼
Daniel a. Cacho Serrano Profit Sharing Retirement Plan declined sharply - down 20.7% during 2022, from $194K to $154K. Reported net income was -$40K.
How have Daniel a. Cacho Serrano plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daniel a. Cacho Serrano's sponsor-wide assets grew 38.8%, from $154K to $213K.
Where does Daniel a. Cacho Serrano Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Daniel a. Cacho Serrano Profit Sharing Retirement Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Daniel a. Cacho Serrano Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Felson Enterprises, Corp. Retirement Plan in IL ($154K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Daniel a. Cacho Serrano Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 660494815.

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.