Profit Sharing · DOL Form 5500 · 2022
Sara Lopez Martin Profit Sharing Plan
Data updated 2026-08-25
- $799K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $799,209
- Avg per participant High balance/head
Official DOL plan name: S. Lopez Martin Retirement Plan · Sponsored by Sara Lopez Martin · Puerto Rico · Healthcare & Social Assistance
$799K in assets, 1 participants
Sara Lopez Martin's S. Lopez Martin Retirement Plan reported $799K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,867 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
S. Lopez Martin Retirement Plan pulled back noticeably 14.2% in 2022 ($931K → $799K) for 1 participant.
- #3,867
- in Healthcare & Social Assistance (20,060 peers)
- -14.2%
- assets change YoY
The plan reported a net loss of $132K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
S. Lopez Martin Retirement Plan among the smaller filed plans by assets
S. Lopez Martin Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$799,209 23rd percentile higher than 23% 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
S. Lopez Martin 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. S. Lopez Martin Retirement Plan is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 583116231 · Sara Lopez Martin PY 2022 · Profit Sharing
S. Lopez Martin Retirement Plan · $799K · 1 · 23rd
- 5500 $799K
- 5500 1
- 5500 23rd
- 5500 Profit Sharing
- 5500 near Klingner Employee Profit Sharing Plan
- 5500 ind #3867
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 →
S. Lopez Martin Retirement Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $931K |
|---|---|
| Net Assets (End of Year) | $799K |
| Net Income | -$132K |
| Employer EIN | 583116231 |
| Plan Effective Date | 2021-01-01 |
| 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
S. Lopez Martin Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Klingner Employee Profit Sharing Plan in IL ($799K); 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 ($799K here).
- Klingner Employee Profit Sharing Plan (IL) $799K · 103
- Udelicious Ice, Inc. Retirement Plan (PA) $799K · 2
- Gresham & Beggs Architects, PA 401(k) Plan (AR) $799K · 2
- Education Village, Inc. Retirement Plan (GA) $799K · 8
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.