Profit Sharing · DOL Form 5500 · 2022

Julio E. Geraldino Muniz Profit Sharing Plan

Data updated 2026-08-25

$530K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$530,357
Avg per participant High balance/head
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Official DOL plan name: Julio E. Geraldino Muniz Profit Sharing Retirement Plan · Sponsored by Julio E. Geraldino Muniz · Puerto Rico · Healthcare & Social Assistance

$530K in assets, 1 participants

Julio E. Geraldino Muniz's Julio E. Geraldino Muniz Profit Sharing Retirement Plan reported $530K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,980 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Julio E. Geraldino Muniz Profit Sharing Retirement Plan pulled back noticeably 12.8% in 2022 ($608K → $530K) for 1 participant.

#2,980
in Healthcare & Social Assistance (20,060 peers)
-12.8%
assets change YoY

The plan reported a net loss of $78K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Julio E. Geraldino Muniz Profit Sharing Retirement Plan among the smaller filed plans by assets

Julio E. Geraldino Muniz Profit Sharing Retirement Plan vs every filed plan by assets

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

$530,357 19th percentile higher than 19% 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

Julio E. Geraldino Muniz Profit Sharing 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. Julio E. Geraldino Muniz Profit Sharing Retirement Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 660498320 · Julio E. Geraldino Muniz PY 2022 · Profit Sharing

Julio E. Geraldino Muniz Profit Sharing Retirement Plan · $530K · 1 · 19th

  • PCT $530K
  • EIN 1
  • RANK 19th
  • PHOTO Profit Sharing
  • IND near Tcm Restaurant Group Retirement Plan
  • EOY ind #2980

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 →

Julio E. Geraldino Muniz Profit Sharing Retirement Plan in the asset neighbourhood

Julio E. Geraldino Muniz Profit Sharing Retirement PlanJulio E. Geraldino Muniz Pro…$530KTcm Restaurant Group Retirement PlanTcm Restaurant Group Retirem…$531KBig Eddy Enterprises, Inc. Profit Sharing PlanBig Eddy Enterprises, Inc. P…$531KAlbert J. De Lorenzo, Jr. Profit Sharing PlanAlbert J. De Lorenzo, Jr. Pr…$531KLighting Technologies, Inc. Retirement PlanLighting Technologies, Inc. …$531K
End-of-year total assets ($M) among Julio E. Geraldino Muniz Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Julio E. Geraldino Muniz years around the 2022 move

Sponsor-wide plan assets over time

All Julio E. Geraldino Muniz plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.53M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $530K
2023 1 1 $592K
2024 1 N/A N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$608K
Net Assets (End of Year)$530K
Net Income-$78K
Employer EIN660498320
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Julio E. Geraldino Muniz Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Julio E. Geraldino Muniz Profit Sharing Retirement Plan, Total assets ($M): 0.530357 · Participants: 1Julio E. Geraldino Muniz Profit Sharing 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
Julio E. Geraldino Muniz Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Julio E. Geraldino Muniz Profit Sharing Retirement Plan side-by-side with 3 peers →

Julio E. Geraldino Muniz Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Tcm Restaurant Group Retirement Plan in CA ($531K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Julio E. Geraldino Muniz Profit Sharing Retirement Plan assets move in 2022? ▼
Julio E. Geraldino Muniz Profit Sharing Retirement Plan pulled back noticeably - down 12.8% during 2022, from $608K to $530K. Reported net income was -$78K.
Where does Julio E. Geraldino Muniz Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Julio E. Geraldino Muniz Profit Sharing Retirement Plan ranks in the 19th 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 Julio E. Geraldino Muniz Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tcm Restaurant Group Retirement Plan in CA ($531K, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Julio E. Geraldino Muniz Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 660498320.

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.