Profit Sharing · DOL Form 5500 · 2022

Microsoft Operations Puerto Rico, L C Profit Sharing Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
141
Participants Small participant base
81st
Percentile by assets National rank
$183,698
Avg per participant Above avg balance/head
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Official DOL plan name: One Microsoft Puerto Rico Retirement Plan · Sponsored by Microsoft Operations Puerto Rico, L C · Puerto Rico · Professional & Technical Services

$26M in assets, 141 participants

Microsoft Operations Puerto Rico, L C's One Microsoft Puerto Rico Retirement Plan reported $26M in total assets and 141 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,581 in Professional & Technical Services (21,562 peers)

Where One Microsoft Puerto Rico Retirement Plan sits by assets

One Microsoft Puerto Rico Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 141 participants (~$183,698/participant), down 23.6% in 2022.

#17,581
in Professional & Technical Services (21,562 peers)
-23.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

One Microsoft Puerto Rico Retirement Plan's outsized position by total assets

One Microsoft Puerto Rico Retirement Plan vs every filed plan by assets

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

$25,901,426 Top 19% higher than 81% 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

One Microsoft Puerto Rico Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. One Microsoft Puerto Rico Retirement Plan sits mid-pack in the medium band (141 participants).

Form 5500 schedule snapshot

Filing strip 980459037 · Microsoft Operations Puerto Rico, L C PY 2022 · Profit Sharing

One Microsoft Puerto Rico Retirement Plan · $26M · 141 · 81st

  • BOOK $26M
  • VS-ST 141
  • BOY 81st
  • SCH Profit Sharing
  • EBSA near Lighthouse School Retirement Plan
  • PART ind #17581

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 →

One Microsoft Puerto Rico Retirement Plan in the asset neighbourhood

Millinocket Regional Hospital Partnership Retirement PlanMillinocket Regional Hospita…$26MGreat Hill Partners, LP Profit Sharing PlanGreat Hill Partners, LP Prof…$26MOne Microsoft Puerto Rico Retirement PlanOne Microsoft Puerto Rico Re…$26MLighthouse School Retirement PlanLighthouse School Retirement…$26MBurgers Employees Profit Sharing Plan and TrustBurgers Employees Profit Sha…$26M
End-of-year total assets ($M) among One Microsoft Puerto Rico Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$26M
Net Income-$8M
Employer EIN980459037
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Microsoft Operations Puerto Rico, L C)

Sponsor-wide plan assets over time

All Microsoft Operations Puerto Rico, L C plans reported in each filing year

Latest sponsor-wide plan assets
$31M 21.364028374345104% vs 2022
2023 filing year
$24M$26M$28M$30M$32M 20222023 $25.9M $31.4M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 141 $26M
2023 1 140 $31M

Nearby Profit Sharing Plans in Puerto Rico

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

One Microsoft Puerto Rico Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants One Microsoft Puerto Rico Retirement Plan, Total assets ($M): 25.901426 · Participants: 141One Microsoft Puerto Rico 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
One Microsoft Puerto Rico Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare One Microsoft Puerto Rico Retirement Plan side-by-side with 3 peers →

One Microsoft Puerto Rico Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Lighthouse School Retirement Plan in MA ($26M); by covered participants it is Nebco, Inc. Salaried Profit Sharing Plan in NE (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 One Microsoft Puerto Rico Retirement Plan assets move in 2022? ▼
One Microsoft Puerto Rico Retirement Plan declined sharply - down 23.6% during 2022, from $34M to $26M. Reported net income was -$8M.
How have Microsoft Operations Puerto Rico, L C plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Microsoft Operations Puerto Rico, L C's sponsor-wide assets grew 21.4%, from $26M to $31M.
Where does One Microsoft Puerto Rico Retirement Plan rank by assets among Form 5500 filers? ▼
One Microsoft Puerto Rico Retirement Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to One Microsoft Puerto Rico Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lighthouse School Retirement Plan in MA ($26M, 178 participants).
Which Profit Sharing plans cover a similar participant headcount to One Microsoft Puerto Rico Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Nebco, Inc. Salaried Profit Sharing Plan in NE (141 participants, $17M 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 980459037.

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.