Profit Sharing · DOL Form 5500 · 2022

Luis a. Serrano Torres Profit Sharing Plan

Data updated 2026-08-25

$694K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$231,398
Avg per participant Above avg balance/head
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Official DOL plan name: Luis a. Serrano Torres Retirement Plan · Sponsored by Luis a. Serrano Torres · Puerto Rico · Other Services

$694K in assets, 3 participants

Luis a. Serrano Torres's Luis a. Serrano Torres Retirement Plan reported $694K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,705 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Luis a. Serrano Torres Retirement Plan ranks #3,705 of 8,398 2022 filers by assets (2891% of the sector average)-$694K for 3 participants.

#3,705
in Other Services (8,398 peers)
-17.6%
assets change YoY

The plan reported a net loss of $148K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Luis a. Serrano Torres Retirement Plan among the smaller filed plans by assets

Luis a. Serrano Torres Retirement Plan vs every filed plan by assets

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

$694,195 21st percentile higher than 21% 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

Luis a. Serrano Torres 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. Luis a. Serrano Torres Retirement Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 660462461 · Luis a. Serrano Torres PY 2022 · Profit Sharing

Luis a. Serrano Torres Retirement Plan · $694K · 3 · 21st

  • PHOTO $694K
  • IND 3
  • EOY 21st
  • 5500 Profit Sharing
  • ASSETS near Vlg Investments, Inc. Profit Sharing Plan
  • PCT ind #3705

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 →

Luis a. Serrano Torres Retirement Plan in the asset neighbourhood

Luis a. Serrano Torres Retirement PlanLuis a. Serrano Torres Retir…$694KVlg Investments, Inc. Profit Sharing PlanVlg Investments, Inc. Profit…$694KShredsc Inc. Retirement Plan$694KRight Dish Enterprises, Inc. Retirement PlanRight Dish Enterprises, Inc.…$694KKlarin & Associates Certified Public Accountants, Inc. Profit Sharing Plan and TrustKlarin & Associates Certifie…$694K
End-of-year total assets ($M) among Luis a. Serrano Torres Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$842K
Net Assets (End of Year)$694K
Net Income-$148K
Employer EIN660462461
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Luis a. Serrano Torres)

Sponsor-wide plan assets over time

All Luis a. Serrano Torres plans reported in each filing year

Latest sponsor-wide plan assets
$819K 18.016263441828304% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M$0.85M 202220232024 $0.69M $0.82M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 3 $694K
2023 1 3 $765K
2024 1 3 $819K

Nearby Profit Sharing Plans in Puerto Rico

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

Luis a. Serrano Torres Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Luis a. Serrano Torres Retirement Plan, Total assets ($M): 0.694195 · Participants: 3Luis a. Serrano Torres 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
Luis a. Serrano Torres Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Luis a. Serrano Torres Retirement Plan side-by-side with 3 peers →

Luis a. Serrano Torres Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Vlg Investments, Inc. Profit Sharing Plan in MO ($694K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Luis a. Serrano Torres Retirement Plan assets move in 2022? ▼
Luis a. Serrano Torres Retirement Plan declined sharply - down 17.6% during 2022, from $842K to $694K. Reported net income was -$148K.
How have Luis a. Serrano Torres plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luis a. Serrano Torres's sponsor-wide assets grew 18.0%, from $694K to $819K.
Where does Luis a. Serrano Torres Retirement Plan rank by assets among Form 5500 filers? ▼
Luis a. Serrano Torres Retirement Plan ranks in the 21st 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 Luis a. Serrano Torres Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Vlg Investments, Inc. Profit Sharing Plan in MO ($694K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Luis a. Serrano Torres Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 660462461.

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.