Profit Sharing · DOL Form 5500 · 2022

Castaner & Pou, LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
35th
Percentile by assets National rank
$179,521
Avg per participant Above avg balance/head
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Official DOL plan name: Castaner & Pou, LLC Retirement Plan · Sponsored by Castaner & Pou, LLC · Puerto Rico · Other Services

$2M in assets, 12 participants

Castaner & Pou, LLC's Castaner & Pou, LLC Retirement Plan reported $2M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,855 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Castaner & Pou, LLC Retirement Plan ranks #4,855 of 8,398 2022 filers by assets (932% of the sector average)-$2M for 12 participants.

#4,855
in Other Services (8,398 peers)
-14.5%
assets change YoY

The plan reported a net loss of $385K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Castaner & Pou, LLC Retirement Plan's mid-pack asset rank among Other Services and all filers

Castaner & Pou, LLC Retirement Plan vs every filed plan by assets

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

$2,154,249 35th percentile higher than 35% 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

Castaner & Pou, LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Castaner & Pou, LLC Retirement Plan is a small filing (12 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 660732081 · Castaner & Pou, LLC PY 2022 · Profit Sharing

Castaner & Pou, LLC Retirement Plan · $2M · 12 · 35th

  • BOOK $2M
  • BOOK 12
  • BOOK 35th
  • BOOK Profit Sharing
  • BOOK near Goodwill Industries of Southwestern Michigan, Inc. Savings Plan
  • BOOK ind #4855

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 →

Castaner & Pou, LLC Retirement Plan in the asset neighbourhood

A & G Pharmaceuticals Inc Profit Sharing PlanA & G Pharmaceuticals Inc Pr…$2MCastaner & Pou, LLC Retirement PlanCastaner & Pou, LLC Retireme…$2MGoodwill Industries of Southwestern Michigan, Inc. Savings PlanGoodwill Industries of South…$2MErrington Education Inc. Retirement PlanErrington Education Inc. Ret…$2MKeith a. Mobilia, D.P.M., P.C. Retirement Trust Profit SharingKeith a. Mobilia, D.P.M., P.…$2M
End-of-year total assets ($M) among Castaner & Pou, LLC Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$385K
Employer EIN660732081
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Castaner & Pou, LLC)

Sponsor-wide plan assets over time

All Castaner & Pou, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 36.12674300881653% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.15M $2.93M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 8 $3M
2024 1 11 $3M

Nearby Profit Sharing Plans in Puerto Rico

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

Castaner & Pou, LLC Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Castaner & Pou, LLC Retirement Plan, Total assets ($M): 2.154249 · Participants: 12Castaner & Pou, LLC 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
Castaner & Pou, LLC Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Castaner & Pou, LLC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Goodwill Industries of Southwestern Michigan, Inc. Savings Plan in MI ($2M); by covered participants it is Laurence-Hovenier, Inc. Profit Sharing Plan in CA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Castaner & Pou, LLC Retirement Plan assets move in 2022?
Castaner & Pou, LLC Retirement Plan pulled back noticeably - down 14.5% during 2022, from $3M to $2M. Reported net income was -$385K.
How have Castaner & Pou, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Castaner & Pou, LLC's sponsor-wide assets grew 36.1%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Castaner & Pou, LLC Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Goodwill Industries of Southwestern Michigan, Inc. Savings Plan in MI ($2M, 265 participants).
Which Profit Sharing plans cover a similar participant headcount to Castaner & Pou, LLC Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Laurence-Hovenier, Inc. Profit Sharing Plan in CA (12 participants, $3M in assets).