Profit Sharing · DOL Form 5500 · 2022

Roberto L. Bengoa Lopez Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Roberto L. Bengoa Lopez Retirement Plan · Sponsored by Roberto L. Bengoa Lopez · Puerto Rico · Professional & Technical Services

$2M in assets, 1 participants

Roberto L. Bengoa Lopez's Roberto L. Bengoa Lopez Retirement Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,653 in Professional & Technical Services (21,562 peers)

Roberto L. Bengoa Lopez multi-year trail

Roberto L. Bengoa Lopez's plans moved +76.7% in assets from 2022 to 2024; this filing shows Roberto L. Bengoa Lopez Retirement Plan at $2M / 1 participant.

#5,653
in Professional & Technical Services (21,562 peers)
-21.4%
assets change YoY

The plan reported a net loss of $413K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roberto L. Bengoa Lopez Retirement Plan among the smaller filed plans by assets

Roberto L. Bengoa Lopez Retirement Plan vs every filed plan by assets

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

$1,511,517 30th percentile higher than 30% 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

Roberto L. Bengoa Lopez 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. Roberto L. Bengoa Lopez Retirement Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 660635942 · Roberto L. Bengoa Lopez PY 2022 · Profit Sharing

Roberto L. Bengoa Lopez Retirement Plan · $2M · 1 · 30th

  • 5500 $2M
  • ASSETS 1
  • PCT 30th
  • EIN Profit Sharing
  • RANK near George J Hadeed Profit Sharing Plan
  • PHOTO ind #5653

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 →

Roberto L. Bengoa Lopez Retirement Plan in the asset neighbourhood

Roberto L. Bengoa Lopez Retirement PlanRoberto L. Bengoa Lopez Reti…$2MGeorge J Hadeed Profit Sharing PlanGeorge J Hadeed Profit Shari…$2MMidstate Telephone Company Pension PlanMidstate Telephone Company P…$2MMartin & Martin Certified Public Accountants, Ltd. Profit Sharing PlanMartin & Martin Certified Pu…$2MChildren's Outing Association D. B. a. Coa Youth and Family Centers 403(b) PlanChildren's Outing Associatio…$2M
End-of-year total assets ($M) among Roberto L. Bengoa Lopez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Roberto L. Bengoa Lopez multi-year asset trail

Sponsor-wide plan assets over time

All Roberto L. Bengoa Lopez plans reported in each filing year

Latest sponsor-wide plan assets
$3M 76.70267684716745% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.51M $2.67M ▲ +76.8%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $3M

Roberto L. Bengoa Lopez filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$413K
Employer EIN660635942
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Roberto L. Bengoa Lopez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Roberto L. Bengoa Lopez Retirement Plan, Total assets ($M): 1.511517 · Participants: 1Roberto L. Bengoa Lopez 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
Roberto L. Bengoa Lopez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Roberto L. Bengoa Lopez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is George J Hadeed Profit Sharing Plan in PA ($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.

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 Roberto L. Bengoa Lopez Retirement Plan assets move in 2022?
Roberto L. Bengoa Lopez Retirement Plan declined sharply - down 21.4% during 2022, from $2M to $2M. Reported net income was -$413K.
How have Roberto L. Bengoa Lopez plan assets changed over time?
Across 3 plan years on file (2022-2024), Roberto L. Bengoa Lopez's sponsor-wide assets grew 76.7%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Roberto L. Bengoa Lopez Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is George J Hadeed Profit Sharing Plan in PA ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Roberto L. Bengoa Lopez Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).