Profit Sharing · DOL Form 5500 · 2022
Luis Pio Sanchez Caso Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $275,933
- Avg per participant High balance/head
Official DOL plan name: Luis Pio Sanchez Caso Retirement Plan · Sponsored by Luis Pio Sanchez Caso · Puerto Rico · Healthcare & Social Assistance
$1M in assets, 4 participants
Luis Pio Sanchez Caso's Luis Pio Sanchez Caso Retirement Plan reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.
- #4,742 in Healthcare & Social Assistance (20,060 peers)
Luis Pio Sanchez Caso multi-year trail
Luis Pio Sanchez Caso's plans moved +14.7% in assets from 2022 to 2024; this filing shows Luis Pio Sanchez Caso Retirement Plan at $1M / 4 participants.
- #4,742
- in Healthcare & Social Assistance (20,060 peers)
- -12.7%
- assets change YoY
The plan reported a net loss of $161K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Luis Pio Sanchez Caso Retirement Plan among the smaller filed plans by assets
Luis Pio Sanchez Caso Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,103,732 26th percentile higher than 26% 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
Luis Pio Sanchez Caso 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. Luis Pio Sanchez Caso Retirement Plan is a micro filing (4 participants), the leftmost band.
DOL schedule card
Filing strip 581731884 · Luis Pio Sanchez Caso PY 2022 · Profit Sharing
Luis Pio Sanchez Caso Retirement Plan · $1M · 4 · 26th
- RANK $1M
- RANK 4
- RANK 26th
- RANK Profit Sharing
- RANK near Douglas Sears, M.D., P.C. Profit Sharing Plan
- RANK ind #4742
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 →
Luis Pio Sanchez Caso Retirement Plan in the asset neighbourhood
Luis Pio Sanchez Caso multi-year asset trail
Sponsor-wide plan assets over time
All Luis Pio Sanchez Caso plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 14.71181409979959% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 3 | $1M |
Luis Pio Sanchez Caso filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$161K |
| Employer EIN | 581731884 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing, Limited $611M · 2,614
- Popular, Inc. Pr Savings and Investment Plan $561M · 7,773
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $336M · 1,038
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $158M · 743
- The Oriental Bank Coda Profit Sharing Plan $110M · 2,082
Luis Pio Sanchez Caso Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Douglas Sears, M.D., P.C. Profit Sharing Plan in CA ($1M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Arz Education Retirement Plan (CA) 4 · 0 off
- Precision Signs, Inc. Retirement Plan (NC) 4 · 0 off
- Herms Lumber Sales, Inc. Profit Sharing Plan (CA) 4 · 0 off
- Reed & Reed Profit Sharing Plan (TX) 4 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.