Profit Sharing · DOL Form 5500 · 2022
Dr. Hugo Montes Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $6.5M
- Avg per participant High balance/head
Official DOL plan name: Hugo Montes Cardona Retirement Plan · Sponsored by Dr. Hugo Montes · Puerto Rico · Other Services
$7M in assets, 1 participants
Dr. Hugo Montes's Hugo Montes Cardona Retirement Plan reported $7M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 56th 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.
- #6,156 in Other Services (8,398 peers)
Dr. Hugo Montes multi-year trail
Dr. Hugo Montes's plans moved +23.3% in assets from 2022 to 2024; this filing shows Hugo Montes Cardona Retirement Plan at $7M / 1 participant.
- #6,156
- in Other Services (8,398 peers)
- -16.7%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hugo Montes Cardona Retirement Plan's mid-pack asset rank among Other Services and all filers
Hugo Montes Cardona Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,500,064 Top 44% higher than 56% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Hugo Montes Cardona 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. Hugo Montes Cardona Retirement Plan is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 660289062 · Dr. Hugo Montes PY 2022 · Profit Sharing
Hugo Montes Cardona Retirement Plan · $7M · 1 · 56th
- ASSETS $7M
- ASSETS 1
- ASSETS 56th
- ASSETS Profit Sharing
- ASSETS near The Postgraduate Center for Mental Health Retirement Plan
- ASSETS ind #6156
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 →
Hugo Montes Cardona Retirement Plan in the asset neighbourhood
Dr. Hugo Montes multi-year asset trail
Sponsor-wide plan assets over time
All Dr. Hugo Montes plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 23.258755606098646% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $7M |
| 2023 | 1 | 1 | $7M |
| 2024 | 1 | 1 | $8M |
Dr. Hugo Montes filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 660289062 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing, Limited $611M · 2,614
- Popular, Inc. Pr Savings and Investment Plan $561M · 7,773
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $336M · 1,038
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $158M · 743
- The Oriental Bank Coda Profit Sharing Plan $110M · 2,082
Hugo Montes Cardona Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is The Postgraduate Center for Mental Health Retirement Plan in NY ($6M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.