Profit Sharing · DOL Form 5500 · 2022

Samuel a. Gonzalez Rodriguez Profit Sharing Plan

Data updated 2026-08-25

$221K
Total assets Small plan by assets
3
Participants Small participant base
11th
Percentile by assets National rank
$73,772
Avg per participant Below avg balance/head
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Official DOL plan name: Samuel a. Gonzalez Rodriguez Retirement Plan Trust · Sponsored by Samuel a. Gonzalez Rodriguez · Puerto Rico · Healthcare & Social Assistance

$221K in assets, 3 participants

Samuel a. Gonzalez Rodriguez's Samuel a. Gonzalez Rodriguez Retirement Plan Trust reported $221K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,582 in Healthcare & Social Assistance (20,060 peers)

Samuel a. Gonzalez Rodriguez multi-year trail

Samuel a. Gonzalez Rodriguez's plans moved +43.2% in assets from 2022 to 2024; this filing shows Samuel a. Gonzalez Rodriguez Retirement Plan Trust at $221K / 3 participants.

#1,582
in Healthcare & Social Assistance (20,060 peers)
+42.5%
assets growth YoY

Samuel a. Gonzalez Rodriguez Retirement Plan Trust among the smaller filed plans by assets

Samuel a. Gonzalez Rodriguez Retirement Plan Trust vs every filed plan by assets

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

$221,317 11th percentile higher than 11% 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

Samuel a. Gonzalez Rodriguez Retirement Plan Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samuel a. Gonzalez Rodriguez Retirement Plan Trust is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 660728008 · Samuel a. Gonzalez Rodriguez PY 2022 · Profit Sharing

Samuel a. Gonzalez Rodriguez Retirement Plan Trust · $221K · 3 · 11th

  • RANK $221K
  • RANK 3
  • RANK 11th
  • RANK Profit Sharing
  • RANK near Jada Ventures Inc. Retirement Plan
  • RANK ind #1582

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 →

Samuel a. Gonzalez Rodriguez Retirement Plan Trust in the asset neighbourhood

Samuel a. Gonzalez Rodriguez Retirement Plan TrustSamuel a. Gonzalez Rodriguez…$221KJada Ventures Inc. Retirement PlanJada Ventures Inc. Retiremen…$221KThe J.L. Embree Company Profit Sharing PlanThe J.L. Embree Company Prof…$221KJ D White Development Inc., Profit Sharing PlanJ D White Development Inc., …$221KAdigital Enterprise Inc. Profit Sharing PlanAdigital Enterprise Inc. Pro…$221K
End-of-year total assets ($M) among Samuel a. Gonzalez Rodriguez Retirement Plan Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Samuel a. Gonzalez Rodriguez multi-year asset trail

Sponsor-wide plan assets over time

All Samuel a. Gonzalez Rodriguez plans reported in each filing year

Latest sponsor-wide plan assets
$317K 43.17336670929029% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M 202220232024 $0.22M $0.32M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 3 $221K
2023 1 3 $269K
2024 1 3 $317K

Samuel a. Gonzalez Rodriguez filing trail (2022)

Total Assets (Beginning of Year)$155K
Net Assets (End of Year)$177K
Net Income$22K
Employer EIN660728008
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Samuel a. Gonzalez Rodriguez Retirement Plan Trust vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Samuel a. Gonzalez Rodriguez Retirement Plan Trust, Total assets ($M): 0.221317 · Participants: 3Samuel a. Gonzalez Rodriguez Retirement Plan TrustThe 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
Samuel a. Gonzalez Rodriguez Retirement Plan Trust vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Samuel a. Gonzalez Rodriguez Retirement Plan Trust side-by-side with 3 peers →

Samuel a. Gonzalez Rodriguez Retirement Plan Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Jada Ventures Inc. Retirement Plan in OH ($221K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Samuel a. Gonzalez Rodriguez Retirement Plan Trust assets move in 2022? ▼
Samuel a. Gonzalez Rodriguez Retirement Plan Trust surged - up 42.5% during 2022, from $155K to $221K. Reported net income was $22K.
How have Samuel a. Gonzalez Rodriguez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samuel a. Gonzalez Rodriguez's sponsor-wide assets grew 43.2%, from $221K to $317K.
Where does Samuel a. Gonzalez Rodriguez Retirement Plan Trust rank by assets among Form 5500 filers? ▼
Samuel a. Gonzalez Rodriguez Retirement Plan Trust ranks in the 11th 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 Samuel a. Gonzalez Rodriguez Retirement Plan Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Jada Ventures Inc. Retirement Plan in OH ($221K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Samuel a. Gonzalez Rodriguez Retirement Plan Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 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 660728008.

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.