Profit Sharing · DOL Form 5500 · 2023

Heriberto Matos Ruiz Profit Sharing Plan

Data updated 2026-08-25

$498K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$497,663
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heriberto Matos Ruiz Retirement Plan · Sponsored by Heriberto Matos Ruiz · Puerto Rico · Finance & Insurance

$498K in assets, 1 participants

Heriberto Matos Ruiz's Heriberto Matos Ruiz Retirement Plan reported $498K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #968 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Heriberto Matos Ruiz Retirement Plan holds $498K for 1 participant - about $497,663 per participant, among the smaller plans by assets on file.

#968
in Finance & Insurance (8,869 peers)
+5.2%
assets growth YoY

Heriberto Matos Ruiz Retirement Plan among the smaller filed plans by assets

Heriberto Matos Ruiz Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$497,663 18th percentile higher than 18% of 127,068 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 2023

Heriberto Matos Ruiz Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heriberto Matos Ruiz Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heriberto Matos Ruiz Retirement Plan reported net income rose from -$73K in the plan year 2022 filing to $25K in the plan year 2023 filing.
  • Heriberto Matos Ruiz Retirement Plan end-of-year assets rose from $473K in the plan year 2022 filing to $498K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660612246 · Heriberto Matos Ruiz PY 2023 · Profit Sharing

Heriberto Matos Ruiz Retirement Plan · $498K · 1 · 18th

  • VS-ST $498K
  • BOY 1
  • SCH 18th
  • EBSA Profit Sharing
  • PART near Bjl Legacy Inc. Profit Sharing Plan
  • TYPE ind #968

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 →

Heriberto Matos Ruiz Retirement Plan in the asset neighbourhood

Heriberto Matos Ruiz Retirement PlanHeriberto Matos Ruiz Retirem…$498KBjl Legacy Inc. Profit Sharing PlanBjl Legacy Inc. Profit Shari…$498KMastering Mountains, Inc. Retirement PlanMastering Mountains, Inc. Re…$498KChildren's Home Society of New Jersey 403(b) Plan for Collectively Bargained EmployeesChildren's Home Society of N…$498KKaleidoscope Investments Inc. Retirement PlanKaleidoscope Investments Inc…$497K
End-of-year total assets ($M) among Heriberto Matos Ruiz Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$473K
Net Assets (End of Year)$498K
Net Income$25K
Employer EIN660612246
Plan Effective Date2002-07-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Heriberto Matos Ruiz)

Sponsor-wide plan assets over time

All Heriberto Matos Ruiz plans reported in each filing year

Latest sponsor-wide plan assets
$502K 6.077836397661313% vs 2022
2024 filing year
$0.46M$0.47M$0.48M$0.49M$0.5M$0.51M 202220232024 $0.47M $0.5M ▲ +6.4%
Year Plans Participants Total Assets
2022 1 1 $473K
2023 1 1 $498K
2024 1 1 $502K

Nearby Profit Sharing Plans in Puerto Rico

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

Heriberto Matos Ruiz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Heriberto Matos Ruiz Retirement Plan, Total assets ($M): 0.497663 · Participants: 1Heriberto Matos Ruiz Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Heriberto Matos Ruiz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Heriberto Matos Ruiz Retirement Plan side-by-side with 3 peers →

Heriberto Matos Ruiz Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Bjl Legacy Inc. Profit Sharing Plan in PA ($498K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heriberto Matos Ruiz Retirement Plan assets move in 2023? ▼
Heriberto Matos Ruiz Retirement Plan grew at a solid clip - up 5.2% during 2023, from $473K to $498K. Reported net income was $25K.
How have Heriberto Matos Ruiz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heriberto Matos Ruiz's sponsor-wide assets grew 6.1%, from $473K to $502K.
Where does Heriberto Matos Ruiz Retirement Plan rank by assets among Form 5500 filers? ▼
Heriberto Matos Ruiz Retirement Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Heriberto Matos Ruiz Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bjl Legacy Inc. Profit Sharing Plan in PA ($498K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Heriberto Matos Ruiz Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660612246.

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.