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
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
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
2022 asset-move particulars
| Total Assets (Beginning of Year) | $346K |
|---|---|
| Net Assets (End of Year) | $277K |
| Net Income | -$69K |
| Employer EIN | 660795310 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing, Limited $611M · 2,614
- Popular, Inc. Pr Savings and Investment Plan $561M · 7,773
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $336M · 1,038
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $158M · 743
- The Oriental Bank Coda Profit Sharing Plan $110M · 2,082
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).
- Thinkspot, Inc. Profit Sharing Plan (CA) $277K · 2
- Turning Point, Inc. 403(b) Plan (NJ) $277K · 160
- Sunny Clippers Retirement Plan (FL) $277K · 2
- Barkley's Dry Cleaners, Inc. Profit Sharing Plan (MS) $277K · 1
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Summit Equity Group Lashes, Inc. Retirement Plan (FL) 5 · 0 off
- Unit Design Inc Ps (LA) 5 · 0 off
- Kull N Claude Fleet Services, Inc. Profit Sharing Plan (MN) 5 · 0 off
- Nomax Inc. Retirement Plan (LA) 5 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.