Profit Sharing · DOL Form 5500 · 2022
Elizabeth Cordero Perez Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $1.9M
- Avg per participant High balance/head
Official DOL plan name: E. Cordero Retirement Plan · Sponsored by Elizabeth Cordero Perez · Wisconsin · Finance & Insurance
$2M in assets, 1 participants
Elizabeth Cordero Perez's E. Cordero Retirement Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,064 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
E. Cordero Retirement Plan holds $2M for 1 participant - about $1.9M per participant, in the lower half of filed plans by assets.
- #2,064
- in Finance & Insurance (9,261 peers)
- $2M
- reported net income
E. Cordero Retirement Plan among the smaller filed plans by assets
E. Cordero Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,897,954 33rd percentile higher than 33% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
E. Cordero 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. E. Cordero Retirement Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 582255024 · Elizabeth Cordero Perez PY 2022 · Profit Sharing
E. Cordero Retirement Plan · $2M · 1 · 33rd
- ASSETS $2M
- PCT 1
- EIN 33rd
- RANK Profit Sharing
- PHOTO near Willamette Family, Inc. 403b Retirement Plan
- IND ind #2064
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 Finance & Insurance retirement plans → · Plans in Wisconsin →
E. Cordero Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $2M |
| Employer EIN | 582255024 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Elizabeth Cordero Perez)
Sponsor-wide plan assets over time
All Elizabeth Cordero Perez plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 2.010164629912% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $2M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
E. Cordero Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Willamette Family, Inc. 403b Retirement Plan in OR ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.