Profit Sharing · DOL Form 5500 · 2022

Southwest Orthodontics LLC Profit Sharing Plan

Data updated 2026-08-25

$159K
Total assets Small plan by assets
4
Participants Small participant base
9th
Percentile by assets National rank
$39,850
Avg per participant Low balance/head
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Official DOL plan name: Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza · Sponsored by Southwest Orthodontics LLC · Puerto Rico · Other Services

$159K in assets, 4 participants

Southwest Orthodontics LLC's Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza reported $159K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,647 in Other Services (8,398 peers)

Southwest Orthodontics LLC multi-year trail

Southwest Orthodontics LLC's plans moved +259.8% in assets from 2022 to 2024; this filing shows Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza at $159K / 4 participants.

#1,647
in Other Services (8,398 peers)
$159K
reported net income

Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza among the smaller filed plans by assets

Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza vs every filed plan by assets

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

$159,398 9th percentile higher than 9% 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

Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 661013948 · Southwest Orthodontics LLC PY 2022 · Profit Sharing

Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza · $159K · 4 · 9th

  • SCH $159K
  • EBSA 4
  • PART 9th
  • TYPE Profit Sharing
  • NET near Schroeder Truck Repair Co Profit Sharinig Plan
  • BOOK ind #1647

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 →

Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza in the asset neighbourhood

Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz MendozaSouthwest Orthodontics LLC P…$159KSchroeder Truck Repair Co Profit Sharinig PlanSchroeder Truck Repair Co Pr…$159KCrag Logistics Inc. Retirement PlanCrag Logistics Inc. Retireme…$159KGolly Llama, Inc. Retirement PlanGolly Llama, Inc. Retirement…$159KJane Enterprises, Inc. Profit Sharing PlanJane Enterprises, Inc. Profi…$159K
End-of-year total assets ($M) among Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Southwest Orthodontics LLC multi-year asset trail

Sponsor-wide plan assets over time

All Southwest Orthodontics LLC plans reported in each filing year

Latest sponsor-wide plan assets
$574K 259.84516744250243% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.16M $0.57M ▲ +256.2%
Year Plans Participants Total Assets
2022 1 4 $159K
2023 1 5 $318K
2024 1 5 $574K

Southwest Orthodontics LLC filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$159K
Net Income$159K
Employer EIN661013948
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza, Total assets ($M): 0.159398 · Participants: 4Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz MendozaThe 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
Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza side-by-side with 3 peers →

Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Schroeder Truck Repair Co Profit Sharinig Plan in MO ($159K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($159K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 have Southwest Orthodontics LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Orthodontics LLC's sponsor-wide assets grew 259.8%, from $159K to $574K.
Where does Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza rank by assets among Form 5500 filers? ▼
Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza ranks in the 9th 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 Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza? ▼
Among Profit Sharing plans in other states, the closest by assets is Schroeder Truck Repair Co Profit Sharinig Plan in MO ($159K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 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 661013948.

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.