Profit Sharing · DOL Form 5500 · 2022

Oracle Caribbean, Inc. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
50
Participants Small participant base
60th
Percentile by assets National rank
$158,522
Avg per participant Above avg balance/head
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Official DOL plan name: Oracle Caribbean Savings and Investment Plan · Sponsored by Oracle Caribbean, Inc. · Puerto Rico · Professional & Technical Services

$8M in assets, 50 participants

Oracle Caribbean, Inc.'s Oracle Caribbean Savings and Investment Plan reported $8M in total assets and 50 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #12,569 in Professional & Technical Services (21,562 peers)

Oracle Caribbean, Inc. multi-year trail

Oracle Caribbean, Inc.'s plans moved +34.8% in assets from 2022 to 2024; this filing shows Oracle Caribbean Savings and Investment Plan at $8M / 50 participants.

#12,569
in Professional & Technical Services (21,562 peers)
-16.9%
assets change YoY

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.

Oracle Caribbean Savings and Investment Plan's mid-pack asset rank among Professional & Technical Services and all filers

Oracle Caribbean Savings and Investment Plan vs every filed plan by assets

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

$7,926,106 Top 40% higher than 60% 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

Oracle Caribbean Savings and Investment Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oracle Caribbean Savings and Investment Plan is a small filing (50 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 660483103 · Oracle Caribbean, Inc. PY 2022 · Profit Sharing

Oracle Caribbean Savings and Investment Plan · $8M · 50 · 60th

  • PHOTO $8M
  • IND 50
  • EOY 60th
  • 5500 Profit Sharing
  • ASSETS near Forest Hill Capital, LLC Profit Sharing Plan
  • PCT ind #12569

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Oracle Caribbean Savings and Investment Plan in the asset neighbourhood

Grace Industries Inc Profit Sharing Plan & TrustGrace Industries Inc Profit …$8MOracle Caribbean Savings and Investment PlanOracle Caribbean Savings and…$8MForest Hill Capital, LLC Profit Sharing PlanForest Hill Capital, LLC Pro…$8MScott C. Moody, Inc. Profit Sharing PlanScott C. Moody, Inc. Profit …$8MJames a. Brown, M.D., P.C. Profit Sharing Plan & TrustJames a. Brown, M.D., P.C. P…$8M
End-of-year total assets ($M) among Oracle Caribbean Savings and Investment Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Oracle Caribbean, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oracle Caribbean, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 34.829965685545965% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.93M $10.7M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 50 $8M
2023 1 49 $9M
2024 1 47 $11M

Oracle Caribbean, Inc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN660483103
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Oracle Caribbean Savings and Investment Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Oracle Caribbean Savings and Investment Plan, Total assets ($M): 7.926106 · Participants: 50Oracle Caribbean Savings and Investment 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
Oracle Caribbean Savings and Investment Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Oracle Caribbean Savings and Investment Plan side-by-side with 3 peers →

Oracle Caribbean Savings and Investment Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Forest Hill Capital, LLC Profit Sharing Plan in AR ($8M); by covered participants it is Seraaj Family Homes, Inc. Profit Sharing Plan in AL (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Oracle Caribbean Savings and Investment Plan assets move in 2022? ▼
Oracle Caribbean Savings and Investment Plan declined sharply - down 16.9% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Oracle Caribbean, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oracle Caribbean, Inc.'s sponsor-wide assets grew 34.8%, from $8M to $11M.
Which Profit Sharing plans are similar in size to Oracle Caribbean Savings and Investment Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Forest Hill Capital, LLC Profit Sharing Plan in AR ($8M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Oracle Caribbean Savings and Investment Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Seraaj Family Homes, Inc. Profit Sharing Plan in AL (50 participants, $1M 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 660483103.

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.