Profit Sharing · DOL Form 5500 · 2022

Migdalia Rosario Marquez Profit Sharing Plan

Data updated 2026-08-25

$142K
Total assets Small plan by assets
4
Participants Small participant base
8th
Percentile by assets National rank
$35,612
Avg per participant Low balance/head
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Official DOL plan name: Migdalia Rosario Marquez Retirement Plan · Sponsored by Migdalia Rosario Marquez · Puerto Rico · Healthcare & Social Assistance

$142K in assets, 4 participants

Migdalia Rosario Marquez's Migdalia Rosario Marquez Retirement Plan reported $142K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,128 in Healthcare & Social Assistance (20,060 peers)

Migdalia Rosario Marquez multi-year trail

Migdalia Rosario Marquez's plans moved +19.3% in assets from 2022 to 2024; this filing shows Migdalia Rosario Marquez Retirement Plan at $142K / 4 participants.

#1,128
in Healthcare & Social Assistance (20,060 peers)
+0.6%
assets growth YoY

The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Migdalia Rosario Marquez Retirement Plan among the smaller filed plans by assets

Migdalia Rosario Marquez Retirement Plan vs every filed plan by assets

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

$142,446 8th percentile higher than 8% 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

Migdalia Rosario Marquez 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. Migdalia Rosario Marquez Retirement Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 660728847 · Migdalia Rosario Marquez PY 2022 · Profit Sharing

Migdalia Rosario Marquez Retirement Plan · $142K · 4 · 8th

  • PHOTO $142K
  • PHOTO 4
  • PHOTO 8th
  • PHOTO Profit Sharing
  • PHOTO near Rick Edwards, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #1128

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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →

Migdalia Rosario Marquez Retirement Plan in the asset neighbourhood

Migdalia Rosario Marquez Retirement PlanMigdalia Rosario Marquez Ret…$142KRick Edwards, Inc. 401(k) Profit Sharing PlanRick Edwards, Inc. 401(k) Pr…$142KJ&l Eleccion Inc Profit Sharing PlanJ&l Eleccion Inc Profit Shar…$142KAlfred M Shiver PA Employees 401-K Profit Sharing Plan and TrustAlfred M Shiver PA Employees…$143KNew Vision Home Care Services, LLC Retirement Plan and TrustNew Vision Home Care Service…$143K
End-of-year total assets ($M) among Migdalia Rosario Marquez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Migdalia Rosario Marquez multi-year asset trail

Sponsor-wide plan assets over time

All Migdalia Rosario Marquez plans reported in each filing year

Latest sponsor-wide plan assets
$170K 19.278182609550285% vs 2022
2024 filing year
$0.13M$0.14M$0.15M$0.16M$0.17M$0.18M 202220232024 $0.14M $0.17M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 4 $142K
2023 1 7 $157K
2024 1 6 $170K

Migdalia Rosario Marquez filing trail (2022)

Total Assets (Beginning of Year)$142K
Net Assets (End of Year)$133K
Net Income-$9K
Employer EIN660728847
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Migdalia Rosario Marquez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Migdalia Rosario Marquez Retirement Plan, Total assets ($M): 0.142446 · Participants: 4Migdalia Rosario Marquez 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
Migdalia Rosario Marquez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Migdalia Rosario Marquez Retirement Plan side-by-side with 3 peers →

Migdalia Rosario Marquez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Rick Edwards, Inc. 401(k) Profit Sharing Plan in CA ($142K); 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 Migdalia Rosario Marquez Retirement Plan assets move in 2022? ▼
Migdalia Rosario Marquez Retirement Plan held essentially flat - up 0.6% during 2022, from $142K to $142K. Reported net income was -$9K.
How have Migdalia Rosario Marquez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Migdalia Rosario Marquez's sponsor-wide assets grew 19.3%, from $142K to $170K.
Where does Migdalia Rosario Marquez Retirement Plan rank by assets among Form 5500 filers? ▼
Migdalia Rosario Marquez Retirement Plan ranks in the 8th 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 Migdalia Rosario Marquez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rick Edwards, Inc. 401(k) Profit Sharing Plan in CA ($142K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Migdalia Rosario Marquez 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 660728847.

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.