Profit Sharing · DOL Form 5500 · 2022

Carlos L. Lopez Asencio Profit Sharing Plan

Data updated 2026-08-25

$634K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$158,493
Avg per participant Above avg balance/head
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Official DOL plan name: Carlos L. Lopez Asencio Profit Sharing Retirement Plan · Sponsored by Carlos L. Lopez Asencio · Puerto Rico · Other Services

$634K in assets, 4 participants

Carlos L. Lopez Asencio's Carlos L. Lopez Asencio Profit Sharing Retirement Plan reported $634K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,576 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Carlos L. Lopez Asencio Profit Sharing Retirement Plan ranks #3,576 of 8,398 2022 filers by assets (3166% of the sector average)-$634K for 4 participants.

#3,576
in Other Services (8,398 peers)
-17.0%
assets change YoY

The plan reported a net loss of $130K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carlos L. Lopez Asencio Profit Sharing Retirement Plan among the smaller filed plans by assets

Carlos L. Lopez Asencio Profit Sharing Retirement Plan vs every filed plan by assets

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

$633,973 20th percentile higher than 20% 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

Carlos L. Lopez Asencio Profit Sharing 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. Carlos L. Lopez Asencio Profit Sharing Retirement Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 666038550 · Carlos L. Lopez Asencio PY 2022 · Profit Sharing

Carlos L. Lopez Asencio Profit Sharing Retirement Plan · $634K · 4 · 20th

  • PHOTO $634K
  • PHOTO 4
  • PHOTO 20th
  • PHOTO Profit Sharing
  • PHOTO near Emerald Coast Commercial Properties, Inc. Profit Sharing Plan
  • PHOTO ind #3576

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 →

Carlos L. Lopez Asencio Profit Sharing Retirement Plan in the asset neighbourhood

Carlos L. Lopez Asencio Profit Sharing Retirement PlanCarlos L. Lopez Asencio Prof…$634KEmerald Coast Commercial Properties, Inc. Profit Sharing PlanEmerald Coast Commercial Pro…$634KIt's a Dogs Life Mi, Inc. Retirement PlanIt's a Dogs Life Mi, Inc. Re…$634KDoug's Filter Service, Inc. Profit Sharing PlanDoug's Filter Service, Inc. …$634KRoberts & Spiegel LLP Retirement PlanRoberts & Spiegel LLP Retire…$634K
End-of-year total assets ($M) among Carlos L. Lopez Asencio Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$764K
Net Assets (End of Year)$634K
Net Income-$130K
Employer EIN666038550
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlos L. Lopez Asencio)

Sponsor-wide plan assets over time

All Carlos L. Lopez Asencio plans reported in each filing year

Latest sponsor-wide plan assets
$771K 21.59918482332844% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M$0.8M 202220232024 $0.63M $0.77M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 4 $634K
2023 1 4 $652K
2024 1 4 $771K

Nearby Profit Sharing Plans in Puerto Rico

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

Carlos L. Lopez Asencio Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Carlos L. Lopez Asencio Profit Sharing Retirement Plan, Total assets ($M): 0.633973 · Participants: 4Carlos L. Lopez Asencio Profit Sharing 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
Carlos L. Lopez Asencio Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Carlos L. Lopez Asencio Profit Sharing Retirement Plan side-by-side with 3 peers →

Carlos L. Lopez Asencio Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Emerald Coast Commercial Properties, Inc. Profit Sharing Plan in FL ($634K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

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 did Carlos L. Lopez Asencio Profit Sharing Retirement Plan assets move in 2022? ▼
Carlos L. Lopez Asencio Profit Sharing Retirement Plan declined sharply - down 17.0% during 2022, from $764K to $634K. Reported net income was -$130K.
How have Carlos L. Lopez Asencio plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlos L. Lopez Asencio's sponsor-wide assets grew 21.6%, from $634K to $771K.
Where does Carlos L. Lopez Asencio Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Carlos L. Lopez Asencio Profit Sharing Retirement Plan ranks in the 20th 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 Carlos L. Lopez Asencio Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Emerald Coast Commercial Properties, Inc. Profit Sharing Plan in FL ($634K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Carlos L. Lopez Asencio Profit Sharing Retirement Plan? ▼
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 666038550.

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.