Profit Sharing · DOL Form 5500 · 2022
Bermudez, Longo, Diaz-Masso, LLC. Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 427
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $16,746
- Avg per participant Low balance/head
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.
- #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.
- #5,718
- in Construction (9,927 peers)
- -18.4%
- 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.
Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan's mid-pack asset rank among Construction and all filers
Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,150,647 Top 42% higher than 58% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan sits mid-pack in the medium band (427 participants).
Plan-year Form 5500 strip
Filing strip 660454618 · Bermudez, Longo, Diaz-Masso, LLC. PY 2022 · Profit Sharing
Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan · $7M · 427 · 58th
- 5500 $7M
- ASSETS 427
- PCT 58th
- EIN Profit Sharing
- RANK near Rochester Philharmonic Orchestra, Inc. Retirement Plan
- PHOTO ind #5718
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 Construction retirement plans → · Plans in Puerto Rico →
Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 660454618 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bermudez, Longo, Diaz-Masso, LLC.)
Sponsor-wide plan assets over time
All Bermudez, Longo, Diaz-Masso, LLC. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 46.10217788684017% vs 2022
- 2024 filing year
| 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.
- The Retirement and Savings Plan for Amgen Manufacturing, Limited $611M · 2,614
- Popular, Inc. Pr Savings and Investment Plan $561M · 7,773
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $336M · 1,038
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $158M · 743
- The Oriental Bank Coda Profit Sharing Plan $110M · 2,082
Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Rochester Philharmonic Orchestra, Inc. Retirement Plan in NY ($7M); by covered participants it is Fresno Truck Center Profit Sharing Plan in CA (429 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (427 participants); asset peers above are excluded.
- Fresno Truck Center Profit Sharing Plan (CA) 429 · 2 off
- Cushing Terrell 401(k) Retirement Plan (MT) 424 · 3 off
- Kamehemeha Schools 403(b) Retirement Savings Plan (HI) 424 · 3 off
- Thatcher Company Profit Sharing Plan (UT) 430 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.