Profit Sharing · DOL Form 5500 · 2022

L. Moreno & Y. Davila Profit Sharing Plan

Data updated 2026-08-25

$876K
Total assets Small plan by assets
5
Participants Small participant base
24th
Percentile by assets National rank
$175,250
Avg per participant Above avg balance/head
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Official DOL plan name: L. Moreno & Y. Davila Profit Sharing Retirement Plan · Sponsored by L. Moreno & Y. Davila · Puerto Rico · Other Services

$876K in assets, 5 participants

L. Moreno & Y. Davila's L. Moreno & Y. Davila Profit Sharing Retirement Plan reported $876K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,946 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, L. Moreno & Y. Davila Profit Sharing Retirement Plan ranks #3,946 of 8,398 2022 filers by assets (2290% of the sector average)-$876K for 5 participants.

#3,946
in Other Services (8,398 peers)
+0.5%
assets growth YoY

L. Moreno & Y. Davila Profit Sharing Retirement Plan among the smaller filed plans by assets

L. Moreno & Y. Davila Profit Sharing Retirement Plan vs every filed plan by assets

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

$876,248 24th percentile higher than 24% 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

L. Moreno & Y. Davila 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. L. Moreno & Y. Davila Profit Sharing Retirement Plan is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 666038241 · L. Moreno & Y. Davila PY 2022 · Profit Sharing

L. Moreno & Y. Davila Profit Sharing Retirement Plan · $876K · 5 · 24th

  • PHOTO $876K
  • PHOTO 5
  • PHOTO 24th
  • PHOTO Profit Sharing
  • PHOTO near David Spatafore Consulting Group Retirement Plan
  • PHOTO ind #3946

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 Other Services retirement plans → · Plans in Puerto Rico →

L. Moreno & Y. Davila Profit Sharing Retirement Plan in the asset neighbourhood

L. Moreno & Y. Davila Profit Sharing Retirement PlanL. Moreno & Y. Davila Profit…$876KDavid Spatafore Consulting Group Retirement PlanDavid Spatafore Consulting G…$876KAbc Security Service, Inc. Profit Sharing PlanAbc Security Service, Inc. P…$877KRoka Hawthorne Enterprises, Inc Retirement PlanRoka Hawthorne Enterprises, …$877KMichael Mckeel Dmd Retirement PlanMichael Mckeel Dmd Retiremen…$876K
End-of-year total assets ($M) among L. Moreno & Y. Davila Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$872K
Net Assets (End of Year)$875K
Net Income$4K
Employer EIN666038241
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L. Moreno & Y. Davila)

Sponsor-wide plan assets over time

All L. Moreno & Y. Davila plans reported in each filing year

Latest sponsor-wide plan assets
$958K 9.309464900347846% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M 202220232024 $0.88M $0.96M ▲ +9.1%
Year Plans Participants Total Assets
2022 1 5 $876K
2023 1 5 $913K
2024 1 4 $958K

Nearby Profit Sharing Plans in Puerto Rico

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

L. Moreno & Y. Davila 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 ($M) Participants L. Moreno & Y. Davila Profit Sharing Retirement Plan, Total assets ($M): 0.876248 · Participants: 5L. Moreno & Y. Davila 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
L. Moreno & Y. Davila Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare L. Moreno & Y. Davila Profit Sharing Retirement Plan side-by-side with 3 peers →

L. Moreno & Y. Davila 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 David Spatafore Consulting Group Retirement Plan in UT ($876K); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 L. Moreno & Y. Davila Profit Sharing Retirement Plan assets move in 2022? ▼
L. Moreno & Y. Davila Profit Sharing Retirement Plan held essentially flat - up 0.5% during 2022, from $872K to $876K. Reported net income was $4K.
How have L. Moreno & Y. Davila plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L. Moreno & Y. Davila's sponsor-wide assets grew 9.3%, from $876K to $958K.
Where does L. Moreno & Y. Davila Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
L. Moreno & Y. Davila Profit Sharing Retirement Plan ranks in the 24th 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 L. Moreno & Y. Davila Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is David Spatafore Consulting Group Retirement Plan in UT ($876K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to L. Moreno & Y. Davila Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 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 666038241.

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.