Profit Sharing · DOL Form 5500 · 2022

Sun West Financial Services International Inc Profit Sharing Plan

Data updated 2026-08-25

$67K
Total assets Small plan by assets
9
Participants Small participant base
4th
Percentile by assets National rank
$7,494
Avg per participant Low balance/head
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Official DOL plan name: Sun West Financial Services International Inc 1081. 01(D) Plan · Sponsored by Sun West Financial Services International Inc · Puerto Rico · Finance & Insurance

$67K in assets, 9 participants

Sun West Financial Services International Inc's Sun West Financial Services International Inc 1081. 01(D) Plan reported $67K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 4th 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.

  • #260 in Finance & Insurance (9,261 peers)

Sun West Financial Services International Inc multi-year trail

Sun West Financial Services International Inc's plans moved +157.3% in assets from 2022 to 2024; this filing shows Sun West Financial Services International Inc 1081. 01(D) Plan at $67K / 9 participants.

#260
in Finance & Insurance (9,261 peers)
+13.3%
assets growth YoY

Sun West Financial Services International Inc 1081. 01(D) Plan among the smaller filed plans by assets

Sun West Financial Services International Inc 1081. 01(D) Plan vs every filed plan by assets

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

$67,446 4th percentile higher than 4% 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

Sun West Financial Services International Inc 1081. 01(D) 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. Sun West Financial Services International Inc 1081. 01(D) Plan is a micro filing (9 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 660800214 · Sun West Financial Services International Inc PY 2022 · Profit Sharing

Sun West Financial Services International Inc 1081. 01(D) Plan · $67K · 9 · 4th

  • EOY $67K
  • EOY 9
  • EOY 4th
  • EOY Profit Sharing
  • EOY near Jabby Enterprises Inc. Retirement Plan
  • EOY ind #260

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Sun West Financial Services International Inc 1081. 01(D) Plan in the asset neighbourhood

Sun West Financial Services International Inc 1081. 01(D) PlanSun West Financial Services …$67KJabby Enterprises Inc. Retirement PlanJabby Enterprises Inc. Retir…$67KAll My Children Day Care and Nursery School 403(b) PlanAll My Children Day Care and…$68KDan Schani Insurance Agency LLC 401(k) Profit Sharing PlanDan Schani Insurance Agency …$67KA Couple of Days, Inc. Retirement PlanA Couple of Days, Inc. Retir…$68K
End-of-year total assets ($M) among Sun West Financial Services International Inc 1081. 01(D) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Sun West Financial Services International Inc multi-year asset trail

Sponsor-wide plan assets over time

All Sun West Financial Services International Inc plans reported in each filing year

Latest sponsor-wide plan assets
$174K 157.33030869139756% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.07M $0.17M ▲ +142.9%
Year Plans Participants Total Assets
2022 1 9 $67K
2023 1 47 $123K
2024 1 24 $174K

Sun West Financial Services International Inc filing trail (2022)

Total Assets (Beginning of Year)$60K
Net Assets (End of Year)$67K
Net Income$8K
Employer EIN660800214
Plan Effective Date2016-02-15
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Sun West Financial Services International Inc 1081. 01(D) Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Sun West Financial Services International Inc 1081. 01(D) Plan, Total assets ($M): 0.067446 · Participants: 9Sun West Financial Services International Inc 1081. 01(D) 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
Sun West Financial Services International Inc 1081. 01(D) Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Sun West Financial Services International Inc 1081. 01(D) Plan side-by-side with 3 peers →

Sun West Financial Services International Inc 1081. 01(D) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Jabby Enterprises Inc. Retirement Plan in KY ($67K); by covered participants it is Best Bud's Incorporated Profit Sharing Plan in OH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Sun West Financial Services International Inc 1081. 01(D) Plan assets move in 2022? ▼
Sun West Financial Services International Inc 1081. 01(D) Plan grew at a solid clip - up 13.3% during 2022, from $60K to $67K. Reported net income was $8K.
How have Sun West Financial Services International Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun West Financial Services International Inc's sponsor-wide assets grew 157.3%, from $67K to $174K.
Where does Sun West Financial Services International Inc 1081. 01(D) Plan rank by assets among Form 5500 filers? ▼
Sun West Financial Services International Inc 1081. 01(D) Plan ranks in the 4th 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 Sun West Financial Services International Inc 1081. 01(D) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jabby Enterprises Inc. Retirement Plan in KY ($67K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Sun West Financial Services International Inc 1081. 01(D) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Best Bud's Incorporated Profit Sharing Plan in OH (9 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 660800214.

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.