Profit Sharing · DOL Form 5500 · 2022

Swirl Corp. Profit Sharing Plan

Data updated 2026-08-11

$7M
Total assets
21
Participants
58th
Percentile by assets
$333,980
Avg per participant
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Official DOL plan name: Nestle Professional Employees Retirement Plan · Sponsored by Swirl Corp. · Puerto Rico · Manufacturing

$7M in assets, 21 participants

Swirl Corp.'s Nestle Professional Employees Retirement Plan reported $7M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • 58th percentile by assets (of 139,126 plans)
  • #8,880 in Manufacturing (20,602 peers)

2022 asset change

Nestle Professional Employees Retirement Plan declined sharply 24.1% in 2022 ($9M → $7M) for 21 participants.

$7M
total plan assets (2022 EOY)
21
covered participants
58th
percentile by assets (of 139,126 plans)
$333,980
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

2022 asset move for Nestle Professional Employees Retirement Plan

Year over year, total assets declined sharply from $9M at the start of 2022 to $7M at year-end (down 24.1%). Net assets closed at $7M; reported net income -$2M.

Swirl Corp. years around the 2022 move

$-10M$0M$10M$20M$30M 202220232024 $19.6M $0M ▼ -100.0%
Total plan assets by year, all Swirl Corp. plans on file
Year Plans Participants Total Assets
2022 2 35 $20M
2023 2 33 $20M
2024 1 13 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN660720233
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Nestle Professional Employees Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Nestle Professional Employees 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 Nestle Professional …The Retirement and S…Popular, Inc. Pr Sav…The Savings Plan for…Hewlett Packard Ente…The Oriental Bank Co…
Nestle Professional Employees Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Nestle Professional Employees Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Nestle Professional Employees Retirement Plan assets move in 2022?
Nestle Professional Employees Retirement Plan declined sharply - down 24.1% during 2022, from $9M to $7M. Reported net income was -$2M.
Which Profit Sharing plans are similar in size to Nestle Professional Employees Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Targee Street Internal Medicine Group, P.C. Retirement Trust in NY ($7M, 1 participant).

Next read for Nestle Professional Employees Retirement…

2022 change

Ways to act on Nestle Professional Employees Retirement Plan's numbers.

  • By total assets, Nestle Professional Employees Retirement Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Puerto Rico. Compare plans