Profit Sharing · DOL Form 5500 · 2022

Edwin I. Lugo Lugo Profit Sharing Plan

Data updated 2026-08-25

$621K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$621,457
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dr. Edwin I. Lugo Lugo Retirement Plan · Sponsored by Edwin I. Lugo Lugo · Puerto Rico · Healthcare & Social Assistance

$621K in assets, 1 participants

Edwin I. Lugo Lugo's Dr. Edwin I. Lugo Lugo Retirement Plan reported $621K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,292 in Healthcare & Social Assistance (20,060 peers)

Edwin I. Lugo Lugo multi-year trail

Edwin I. Lugo Lugo's plans moved +73.8% in assets from 2022 to 2024; this filing shows Dr. Edwin I. Lugo Lugo Retirement Plan at $621K / 1 participant.

#3,292
in Healthcare & Social Assistance (20,060 peers)
-29.7%
assets change YoY

The plan reported a net loss of $263K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dr. Edwin I. Lugo Lugo Retirement Plan among the smaller filed plans by assets

Dr. Edwin I. Lugo Lugo Retirement Plan vs every filed plan by assets

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

$621,457 20th percentile higher than 20% 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

Dr. Edwin I. Lugo Lugo 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. Dr. Edwin I. Lugo Lugo Retirement Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 584152990 · Edwin I. Lugo Lugo PY 2022 · Profit Sharing

Dr. Edwin I. Lugo Lugo Retirement Plan · $621K · 1 · 20th

  • EOY $621K
  • EOY 1
  • EOY 20th
  • EOY Profit Sharing
  • EOY near Sandra Corporation Employees Profit Sharing Trust
  • EOY ind #3292

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 →

Dr. Edwin I. Lugo Lugo Retirement Plan in the asset neighbourhood

Dr. Edwin I. Lugo Lugo Retirement PlanDr. Edwin I. Lugo Lugo Retir…$621KSandra Corporation Employees Profit Sharing TrustSandra Corporation Employees…$622KRegenerative Sportscare Institute 401(k) PlanRegenerative Sportscare Inst…$622KCollins Manufacturing, Inc. Profit Sharing PlanCollins Manufacturing, Inc. …$622KAble Body Homecare Agency of N 401(k) Profit Sharing Plan & TrustAble Body Homecare Agency of…$621K
End-of-year total assets ($M) among Dr. Edwin I. Lugo Lugo Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Edwin I. Lugo Lugo multi-year asset trail

Sponsor-wide plan assets over time

All Edwin I. Lugo Lugo plans reported in each filing year

Latest sponsor-wide plan assets
$1M 73.80945101591904% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.62M $1.08M ▲ +74.2%
Year Plans Participants Total Assets
2022 1 1 $621K
2023 1 1 $856K
2024 1 1 $1M

Edwin I. Lugo Lugo filing trail (2022)

Total Assets (Beginning of Year)$885K
Net Assets (End of Year)$621K
Net Income-$263K
Employer EIN584152990
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Dr. Edwin I. Lugo Lugo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Dr. Edwin I. Lugo Lugo Retirement Plan, Total assets ($M): 0.621457 · Participants: 1Dr. Edwin I. Lugo Lugo 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
Dr. Edwin I. Lugo Lugo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Dr. Edwin I. Lugo Lugo Retirement Plan side-by-side with 3 peers →

Dr. Edwin I. Lugo Lugo Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Sandra Corporation Employees Profit Sharing Trust in TX ($622K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Dr. Edwin I. Lugo Lugo Retirement Plan assets move in 2022? ▼
Dr. Edwin I. Lugo Lugo Retirement Plan declined sharply - down 29.7% during 2022, from $885K to $621K. Reported net income was -$263K.
How have Edwin I. Lugo Lugo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edwin I. Lugo Lugo's sponsor-wide assets grew 73.8%, from $621K to $1M.
Where does Dr. Edwin I. Lugo Lugo Retirement Plan rank by assets among Form 5500 filers? ▼
Dr. Edwin I. Lugo Lugo Retirement Plan ranks in the 20th 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 Dr. Edwin I. Lugo Lugo Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sandra Corporation Employees Profit Sharing Trust in TX ($622K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Dr. Edwin I. Lugo Lugo 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).

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 584152990.

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.