Profit Sharing · DOL Form 5500 · 2022
Patrick Lopez Conway Profit Sharing Plan
Data updated 2026-08-25
- $529K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $528,938
- Avg per participant High balance/head
Official DOL plan name: Patrick Lopez Retirement Plan · Sponsored by Patrick Lopez Conway · Puerto Rico · Other Services
$529K in assets, 1 participants
Patrick Lopez Conway's Patrick Lopez Retirement Plan reported $529K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 19th 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.
- #3,318 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Patrick Lopez Retirement Plan ranks #3,318 of 8,398 2022 filers by assets (3794% of the sector average)-$529K for 1 participant.
- #3,318
- in Other Services (8,398 peers)
- -24.3%
- assets change YoY
The plan reported a net loss of $170K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Patrick Lopez Retirement Plan among the smaller filed plans by assets
Patrick Lopez Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$528,938 19th percentile higher than 19% 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
Patrick 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. Patrick Lopez Retirement Plan is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 900298901 · Patrick Lopez Conway PY 2022 · Profit Sharing
Patrick Lopez Retirement Plan · $529K · 1 · 19th
- IND $529K
- IND 1
- IND 19th
- IND Profit Sharing
- IND near Kidwell Garber Employees Profit Sharing Plan
- IND ind #3318
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 →
Patrick Lopez Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $699K |
|---|---|
| Net Assets (End of Year) | $529K |
| Net Income | -$170K |
| Employer EIN | 900298901 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Patrick Lopez Conway)
Sponsor-wide plan assets over time
All Patrick Lopez Conway plans reported in each filing year
- Latest sponsor-wide plan assets
- $785K 48.37485678850829% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $529K |
| 2023 | 1 | 1 | $668K |
| 2024 | 1 | 1 | $785K |
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
Patrick Lopez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Kidwell Garber Employees Profit Sharing Plan in MO ($529K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($529K here).
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.