Profit Sharing · DOL Form 5500 · 2022

Carlos Santiago Alicea Profit Sharing Plan

Data updated 2026-08-25

$475K
Total assets Small plan by assets
5
Participants Small participant base
18th
Percentile by assets National rank
$94,963
Avg per participant Below avg balance/head
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Official DOL plan name: Carlos Santiago Alicea Profit Sharing Retriement Plan · Sponsored by Carlos Santiago Alicea · Puerto Rico · Other Services

$475K in assets, 5 participants

Carlos Santiago Alicea's Carlos Santiago Alicea Profit Sharing Retriement Plan reported $475K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,173 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Carlos Santiago Alicea Profit Sharing Retriement Plan ranks #3,173 of 8,398 2022 filers by assets (4227% of the sector average)-$475K for 5 participants.

#3,173
in Other Services (8,398 peers)
+5.1%
assets growth YoY

Carlos Santiago Alicea Profit Sharing Retriement Plan among the smaller filed plans by assets

Carlos Santiago Alicea Profit Sharing Retriement Plan vs every filed plan by assets

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

$474,817 18th percentile higher than 18% 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 Santiago Alicea Profit Sharing Retriement 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 Santiago Alicea Profit Sharing Retriement Plan is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 660431869 · Carlos Santiago Alicea PY 2022 · Profit Sharing

Carlos Santiago Alicea Profit Sharing Retriement Plan · $475K · 5 · 18th

  • PHOTO $475K
  • PHOTO 5
  • PHOTO 18th
  • PHOTO Profit Sharing
  • PHOTO near Mark & Kathy Corp. Profit Sharing Plan
  • PHOTO ind #3173

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 Santiago Alicea Profit Sharing Retriement Plan in the asset neighbourhood

Rock Solid Life Corporation Retirement PlanRock Solid Life Corporation …$475KCarlos Santiago Alicea Profit Sharing Retriement PlanCarlos Santiago Alicea Profi…$475KMark & Kathy Corp. Profit Sharing PlanMark & Kathy Corp. Profit Sh…$475KCentral Neighborhood Health Foundation Retirement PlanCentral Neighborhood Health …$475KFissell & Fissell PC Profit Sharing PlanFissell & Fissell PC Profit …$475K
End-of-year total assets ($M) among Carlos Santiago Alicea Profit Sharing Retriement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$452K
Net Assets (End of Year)$475K
Net Income$23K
Employer EIN660431869
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlos Santiago Alicea)

Sponsor-wide plan assets over time

All Carlos Santiago Alicea plans reported in each filing year

Latest sponsor-wide plan assets
$553K 16.51015022629771% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M 202220232024 $0.47M $0.55M ▲ +17.0%
Year Plans Participants Total Assets
2022 1 5 $475K
2023 1 5 $506K
2024 1 5 $553K

Nearby Profit Sharing Plans in Puerto Rico

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

Carlos Santiago Alicea Profit Sharing Retriement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Carlos Santiago Alicea Profit Sharing Retriement Plan, Total assets ($M): 0.474817 · Participants: 5Carlos Santiago Alicea Profit Sharing Retriement 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 Santiago Alicea Profit Sharing Retriement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Carlos Santiago Alicea Profit Sharing Retriement Plan side-by-side with 3 peers →

Carlos Santiago Alicea Profit Sharing Retriement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Mark & Kathy Corp. Profit Sharing Plan in CA ($475K); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Santiago Alicea Profit Sharing Retriement Plan assets move in 2022? ▼
Carlos Santiago Alicea Profit Sharing Retriement Plan grew at a solid clip - up 5.1% during 2022, from $452K to $475K. Reported net income was $23K.
How have Carlos Santiago Alicea plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlos Santiago Alicea's sponsor-wide assets grew 16.5%, from $475K to $553K.
Where does Carlos Santiago Alicea Profit Sharing Retriement Plan rank by assets among Form 5500 filers? ▼
Carlos Santiago Alicea Profit Sharing Retriement Plan ranks in the 18th 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 Santiago Alicea Profit Sharing Retriement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mark & Kathy Corp. Profit Sharing Plan in CA ($475K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Carlos Santiago Alicea Profit Sharing Retriement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 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 660431869.

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.