Profit Sharing · DOL Form 5500 · 2022

Rebecca Quinones Bodega Profit Sharing Plan

Data updated 2026-08-25

$277K
Total assets Small plan by assets
5
Participants Small participant base
13th
Percentile by assets National rank
$55,461
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Clisa Retirement Plan · Sponsored by Rebecca Quinones Bodega · Puerto Rico · Healthcare & Social Assistance

$277K in assets, 5 participants

Rebecca Quinones Bodega's Clisa Retirement Plan reported $277K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,867 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Clisa Retirement Plan declined sharply 20.0% in 2022 ($346K → $277K) for 5 participants.

#1,867
in Healthcare & Social Assistance (20,060 peers)
-20.0%
assets change YoY

The plan reported a net loss of $69K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clisa Retirement Plan among the smaller filed plans by assets

Clisa Retirement Plan vs every filed plan by assets

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

$277,305 13th percentile higher than 13% 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

Clisa 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. Clisa Retirement Plan is a micro filing (5 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 660795310 · Rebecca Quinones Bodega PY 2022 · Profit Sharing

Clisa Retirement Plan · $277K · 5 · 13th

  • NET $277K
  • BOOK 5
  • VS-ST 13th
  • BOY Profit Sharing
  • SCH near Thinkspot, Inc. Profit Sharing Plan
  • EBSA ind #1867

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 →

Clisa Retirement Plan in the asset neighbourhood

Clisa Retirement Plan$277KThinkspot, Inc. Profit Sharing PlanThinkspot, Inc. Profit Shari…$277KTurning Point, Inc. 403(b) PlanTurning Point, Inc. 403(b) P…$277KSunny Clippers Retirement PlanSunny Clippers Retirement Pl…$277KBarkley's Dry Cleaners, Inc. Profit Sharing PlanBarkley's Dry Cleaners, Inc.…$277K
End-of-year total assets ($M) among Clisa Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$346K
Net Assets (End of Year)$277K
Net Income-$69K
Employer EIN660795310
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Clisa Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Clisa Retirement Plan, Total assets ($M): 0.277305 · Participants: 5Clisa 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
Clisa Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Clisa Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Thinkspot, Inc. Profit Sharing Plan in CA ($277K); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($277K here).

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 Clisa Retirement Plan assets move in 2022?
Clisa Retirement Plan declined sharply - down 20.0% during 2022, from $346K to $277K. Reported net income was -$69K.
Where does Clisa Retirement Plan rank by assets among Form 5500 filers?
Clisa Retirement Plan ranks in the 13th 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 Clisa Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Thinkspot, Inc. Profit Sharing Plan in CA ($277K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Clisa Retirement 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).