Profit Sharing · DOL Form 5500 · 2022

Bermudez, Longo, Diaz-Masso, LLC. Profit Sharing Plan

Data updated 2026-08-11

$7M
Total assets
427
Participants
58th
Percentile by assets
$16,746
Avg per participant
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Official DOL plan name: Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan · Sponsored by Bermudez, Longo, Diaz-Masso, LLC. · Puerto Rico · Construction

$7M in assets, 427 participants

Bermudez, Longo, Diaz-Masso, LLC.'s Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan reported $7M in total assets and 427 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)
  • #5,718 in Construction (9,927 peers)

Coverage in Puerto Rico

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan covers 427 participants in Puerto Rico, 4.8x the typical Puerto Rico plan (state average ~89 per filing). Assets: $7M.

$7M
total plan assets (2022 EOY)
427
covered participants
58th
percentile by assets (of 139,126 plans)
$16,746
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

Participants vs Puerto Rico filers

In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan reports 427 participants - 4.8x that state average ($7M EOY assets).

Puerto Rico filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN660454618
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bermudez, Longo, Diaz-Masso, LLC.)

$6M$7M$8M$9M$10M$11M 202220232024 $7.15M $10.5M ▲ +46.2%
Total plan assets by year, all Bermudez, Longo, Diaz-Masso, LLC. plans on file
Year Plans Participants Total Assets
2022 1 427 $7M
2023 1 403 $9M
2024 1 410 $10M

Nearby Profit Sharing Plans in Puerto Rico

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

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants Bermudez, Longo, Dia…The Retirement and S…Popular, Inc. Pr Sav…The Savings Plan for…Hewlett Packard Ente…The Oriental Bank Co…
Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension 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 Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan assets move in 2022?
Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan declined sharply - down 18.4% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Bermudez, Longo, Diaz-Masso, LLC. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bermudez, Longo, Diaz-Masso, LLC.'s sponsor-wide assets grew 46.1%, from $7M to $10M.
Which Profit Sharing plans are similar in size to Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan?
Among Profit Sharing plans in other states, the closest by assets is Rochester Philharmonic Orchestra, Inc. Retirement Plan in NY ($7M, 161 participants).

Next read for Bermudez, Longo, Diaz-Masso, LLC 401(k) …

Filing takeaways

Ways to act on Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan's numbers.

  • By total assets, Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension 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
  • Bermudez, Longo, Diaz-Masso, LLC.'s sponsor-wide assets have grown 46.1% since 2022 across 3 plan years on file. More Construction plans