Profit Sharing · DOL Form 5500 · 2022

Dr. Orlando S. Fernandez Lugo Profit Sharing Plan

Data updated 2026-08-25

$888K
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$444,217
Avg per participant High balance/head
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Official DOL plan name: Orlando S. Fernandez Lugo Retirement Plan · Sponsored by Dr. Orlando S. Fernandez Lugo · Puerto Rico · Healthcare & Social Assistance

$888K in assets, 2 participants

Dr. Orlando S. Fernandez Lugo's Orlando S. Fernandez Lugo Retirement Plan reported $888K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,119 in Healthcare & Social Assistance (20,060 peers)

Dr. Orlando S. Fernandez Lugo multi-year trail

Dr. Orlando S. Fernandez Lugo's plans moved +24.0% in assets from 2022 to 2024; this filing shows Orlando S. Fernandez Lugo Retirement Plan at $888K / 2 participants.

#4,119
in Healthcare & Social Assistance (20,060 peers)
-19.7%
assets change YoY

The plan reported a net loss of $218K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orlando S. Fernandez Lugo Retirement Plan among the smaller filed plans by assets

Orlando S. Fernandez Lugo Retirement Plan vs every filed plan by assets

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

$888,434 24th percentile higher than 24% 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

Orlando S. Fernandez 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. Orlando S. Fernandez Lugo Retirement Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 660421009 · Dr. Orlando S. Fernandez Lugo PY 2022 · Profit Sharing

Orlando S. Fernandez Lugo Retirement Plan · $888K · 2 · 24th

  • PCT $888K
  • EIN 2
  • RANK 24th
  • PHOTO Profit Sharing
  • IND near Clear Creek Contracting Company Retirement Plan
  • EOY ind #4119

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 →

Orlando S. Fernandez Lugo Retirement Plan in the asset neighbourhood

Orlando S. Fernandez Lugo Retirement PlanOrlando S. Fernandez Lugo Re…$888KClear Creek Contracting Company Retirement PlanClear Creek Contracting Comp…$888KMichael J. Dimmitt Profit Sharing Plan Profit Sharing PlanMichael J. Dimmitt Profit Sh…$889KAnthony C. Pings and Associates Profit Sharing PlanAnthony C. Pings and Associa…$888KE.Cooley and Associates, Inc. Profit Sharing PlanE.Cooley and Associates, Inc…$888K
End-of-year total assets ($M) among Orlando S. Fernandez Lugo Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Dr. Orlando S. Fernandez Lugo multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Orlando S. Fernandez Lugo plans reported in each filing year

Latest sponsor-wide plan assets
$1M 24.030372543148957% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.89M $1.1M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 2 $888K
2023 1 2 $970K
2024 1 2 $1M

Dr. Orlando S. Fernandez Lugo filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$888K
Net Income-$218K
Employer EIN660421009
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Orlando S. Fernandez Lugo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Orlando S. Fernandez Lugo Retirement Plan, Total assets ($M): 0.888434 · Participants: 2Orlando S. Fernandez 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
Orlando S. Fernandez Lugo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Orlando S. Fernandez Lugo Retirement Plan side-by-side with 3 peers →

Orlando S. Fernandez Lugo Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Clear Creek Contracting Company Retirement Plan in TX ($888K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Orlando S. Fernandez Lugo Retirement Plan assets move in 2022? ▼
Orlando S. Fernandez Lugo Retirement Plan declined sharply - down 19.7% during 2022, from $1M to $888K. Reported net income was -$218K.
How have Dr. Orlando S. Fernandez Lugo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Orlando S. Fernandez Lugo's sponsor-wide assets grew 24.0%, from $888K to $1M.
Where does Orlando S. Fernandez Lugo Retirement Plan rank by assets among Form 5500 filers? ▼
Orlando S. Fernandez Lugo Retirement Plan ranks in the 24th 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 Orlando S. Fernandez Lugo Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Clear Creek Contracting Company Retirement Plan in TX ($888K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Orlando S. Fernandez Lugo Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 660421009.

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.