Profit Sharing · DOL Form 5500 · 2022

Jaime R. Aponte Lopez Lynnette Ortiz Toro Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
33rd
Percentile by assets National rank
$276,981
Avg per participant High balance/head
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Official DOL plan name: Aponte - Ortiz Retirement Plan · Sponsored by Jaime R. Aponte Lopez Lynnette Ortiz Toro · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 7 participants

Jaime R. Aponte Lopez Lynnette Ortiz Toro's Aponte - Ortiz Retirement Plan reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,849 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Aponte - Ortiz Retirement Plan holds $2M for 7 participants - about $276,981 per participant, in the lower half of filed plans by assets.

#6,849
in Healthcare & Social Assistance (20,060 peers)
-1.7%
assets change YoY

The plan reported a net loss of $53K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aponte - Ortiz Retirement Plan among the smaller filed plans by assets

Aponte - Ortiz Retirement Plan vs every filed plan by assets

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

$1,938,864 33rd percentile higher than 33% 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

Aponte - Ortiz 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. Aponte - Ortiz Retirement Plan is a micro filing (7 participants), the leftmost band.

Published 5500 schedule card

Filing strip 660499776 · Jaime R. Aponte Lopez Lynnette Ortiz Toro PY 2022 · Profit Sharing

Aponte - Ortiz Retirement Plan · $2M · 7 · 33rd

  • 5500 $2M
  • 5500 7
  • 5500 33rd
  • 5500 Profit Sharing
  • 5500 near Rtn Midlantic Group, LLC Profit Sharing Plan
  • 5500 ind #6849

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 →

Aponte - Ortiz Retirement Plan in the asset neighbourhood

Aponte - Ortiz Retirement PlanAponte - Ortiz Retirement Pl…$2MRtn Midlantic Group, LLC Profit Sharing PlanRtn Midlantic Group, LLC Pro…$2MAdvanced Project Controls, Inc. Profit Sharing PlanAdvanced Project Controls, I…$2MMusic Media & Management Profit Sharing PlanMusic Media & Management Pro…$2MTn Property Services Co. Retirement PlanTn Property Services Co. Ret…$2M
End-of-year total assets ($M) among Aponte - Ortiz Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$53K
Employer EIN660499776
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jaime R. Aponte Lopez Lynnette Ortiz Toro)

Sponsor-wide plan assets over time

All Jaime R. Aponte Lopez Lynnette Ortiz Toro plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.7654523473539148% vs 2022
2024 filing year
$1.9M$1.95M$2M$2.05M$2.1M$2.15M 202220232024 $1.94M $2.01M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 7 $2M
2024 1 7 $2M

Nearby Profit Sharing Plans in Puerto Rico

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

Aponte - Ortiz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Aponte - Ortiz Retirement Plan, Total assets ($M): 1.938864 · Participants: 7Aponte - Ortiz 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
Aponte - Ortiz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Aponte - Ortiz Retirement Plan side-by-side with 3 peers →

Aponte - Ortiz Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Rtn Midlantic Group, LLC Profit Sharing Plan in PA ($2M); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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.

Frequently Asked Questions

How did Aponte - Ortiz Retirement Plan assets move in 2022? ▼
Aponte - Ortiz Retirement Plan edged down modestly - down 1.7% during 2022, from $2M to $2M. Reported net income was -$53K.
How have Jaime R. Aponte Lopez Lynnette Ortiz Toro plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jaime R. Aponte Lopez Lynnette Ortiz Toro's sponsor-wide assets grew 3.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Aponte - Ortiz Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rtn Midlantic Group, LLC Profit Sharing Plan in PA ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Aponte - Ortiz Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants, $393K 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 660499776.

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.