Profit Sharing · DOL Form 5500 · 2022
Rosaliz M. Portela Fernandez Profit Sharing Plan
Data updated 2026-08-25
- $505K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $252,580
- Avg per participant Above avg balance/head
Official DOL plan name: Portela & Zubrzycki Retirement Plan · Sponsored by Rosaliz M. Portela Fernandez · Puerto Rico · Healthcare & Social Assistance
$505K in assets, 2 participants
Rosaliz M. Portela Fernandez's Portela & Zubrzycki Retirement Plan reported $505K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.
- #2,879 in Healthcare & Social Assistance (20,060 peers)
Rosaliz M. Portela Fernandez multi-year trail
Rosaliz M. Portela Fernandez's plans moved +85.2% in assets from 2022 to 2024; this filing shows Portela & Zubrzycki Retirement Plan at $505K / 2 participants.
- #2,879
- in Healthcare & Social Assistance (20,060 peers)
- -14.0%
- assets change YoY
The plan reported a net loss of $82K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Portela & Zubrzycki Retirement Plan among the smaller filed plans by assets
Portela & Zubrzycki Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$505,159 18th percentile higher than 18% 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
Portela & Zubrzycki 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. Portela & Zubrzycki Retirement Plan is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 596149903 · Rosaliz M. Portela Fernandez PY 2022 · Profit Sharing
Portela & Zubrzycki Retirement Plan · $505K · 2 · 18th
- EIN $505K
- EIN 2
- EIN 18th
- EIN Profit Sharing
- EIN near Qca, Inc. Profit Sharing Plan
- EIN ind #2879
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 →
Portela & Zubrzycki Retirement Plan in the asset neighbourhood
Rosaliz M. Portela Fernandez multi-year asset trail
Sponsor-wide plan assets over time
All Rosaliz M. Portela Fernandez plans reported in each filing year
- Latest sponsor-wide plan assets
- $936K 85.2472191923731% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $505K |
| 2023 | 1 | 2 | $682K |
| 2024 | 1 | 2 | $936K |
Rosaliz M. Portela Fernandez filing trail (2022)
| Total Assets (Beginning of Year) | $588K |
|---|---|
| Net Assets (End of Year) | $505K |
| Net Income | -$82K |
| Employer EIN | 596149903 |
| Plan Effective Date | 2018-01-01 |
| 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
Portela & Zubrzycki Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Qca, Inc. Profit Sharing Plan in TX ($505K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($505K here).
- Qca, Inc. Profit Sharing Plan (TX) $505K · 2
- Pro10 Wellness Retirement Plan (CA) $505K · 3
- Engage Insurance Group Inc. Retirement Plan (FL) $506K · 1
- Rock Solid Music, Inc. Retirement Plan (NY) $505K · 4
Similar participant headcount
Nearest other-state filings by covered participants (2 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.