Profit Sharing · DOL Form 5500 · 2022

Optima Seguros Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
145
Participants Small participant base
46th
Percentile by assets National rank
$28,075
Avg per participant Low balance/head
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Official DOL plan name: Optima Seguros Profit Sharing & Savings Plan · Sponsored by Optima Seguros · Puerto Rico · Finance & Insurance

$4M in assets, 145 participants

Optima Seguros's Optima Seguros Profit Sharing & Savings Plan reported $4M in total assets and 145 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,956 in Finance & Insurance (9,261 peers)

Optima Seguros multi-year trail

Optima Seguros's plans moved +60.2% in assets from 2022 to 2024; this filing shows Optima Seguros Profit Sharing & Savings Plan at $4M / 145 participants.

#2,956
in Finance & Insurance (9,261 peers)
-13.2%
assets change YoY

The plan reported a net loss of $623K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Optima Seguros Profit Sharing & Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Optima Seguros Profit Sharing & Savings Plan vs every filed plan by assets

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

$4,070,872 46th percentile higher than 46% 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

Optima Seguros Profit Sharing & Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optima Seguros Profit Sharing & Savings Plan sits mid-pack in the medium band (145 participants).

Form 5500 schedule snapshot

Filing strip 660668490 · Optima Seguros PY 2022 · Profit Sharing

Optima Seguros Profit Sharing & Savings Plan · $4M · 145 · 46th

  • VS-ST $4M
  • BOY 145
  • SCH 46th
  • EBSA Profit Sharing
  • PART near Stanley Foundation Retirement Plan & Trust Agreeme
  • TYPE ind #2956

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Optima Seguros Profit Sharing & Savings Plan in the asset neighbourhood

Optima Seguros Profit Sharing & Savings PlanOptima Seguros Profit Sharin…$4MStanley Foundation Retirement Plan & Trust AgreemeStanley Foundation Retiremen…$4MThe W H Kay Company Profit Sharing PlanThe W H Kay Company Profit S…$4MEfg USA Inc. Retirement Plan$4MCriterion Child Enrichment, Inc. Defined Contribution Retirement PlanCriterion Child Enrichment, …$4M
End-of-year total assets ($M) among Optima Seguros Profit Sharing & Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Optima Seguros multi-year asset trail

Sponsor-wide plan assets over time

All Optima Seguros plans reported in each filing year

Latest sponsor-wide plan assets
$7M 60.23869087507542% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.07M $6.52M ▲ +60.2%
Year Plans Participants Total Assets
2022 1 145 $4M
2023 1 153 $5M
2024 1 152 $7M

Optima Seguros filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$623K
Employer EIN660668490
Plan Effective Date2010-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Optima Seguros Profit Sharing & Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Optima Seguros Profit Sharing & Savings Plan, Total assets ($M): 4.070872 · Participants: 145Optima Seguros Profit Sharing & Savings 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
Optima Seguros Profit Sharing & Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Optima Seguros Profit Sharing & Savings Plan side-by-side with 3 peers →

Optima Seguros Profit Sharing & Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Stanley Foundation Retirement Plan & Trust Agreeme in IA ($4M); by covered participants it is Central Boston Elder Services, Inc. 403(b) Retirement Plan in MA (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Optima Seguros Profit Sharing & Savings Plan assets move in 2022? ▼
Optima Seguros Profit Sharing & Savings Plan pulled back noticeably - down 13.2% during 2022, from $5M to $4M. Reported net income was -$623K.
How have Optima Seguros plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optima Seguros's sponsor-wide assets grew 60.2%, from $4M to $7M.
Which Profit Sharing plans are similar in size to Optima Seguros Profit Sharing & Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Stanley Foundation Retirement Plan & Trust Agreeme in IA ($4M, 24 participants).
Which Profit Sharing plans cover a similar participant headcount to Optima Seguros Profit Sharing & Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Central Boston Elder Services, Inc. 403(b) Retirement Plan in MA (145 participants, $13M 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 660668490.

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.