Profit Sharing · DOL Form 5500 · 2023

Matilde Davila-Sanchez Profit Sharing Plan

Data updated 2026-08-25

$50K
Total assets Small plan by assets
1
Participants Small participant base
4th
Percentile by assets National rank
$49,821
Avg per participant Low balance/head
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Official DOL plan name: Matilde Davila-Sanchez Retirement Plan · Sponsored by Matilde Davila-Sanchez · Puerto Rico · Other Services

$50K in assets, 1 participants

Matilde Davila-Sanchez's Matilde Davila-Sanchez Retirement Plan reported $50K in total assets and 1 participant in its 2023 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.

  • #593 in Other Services (7,857 peers)

Matilde Davila-Sanchez multi-year trail

Matilde Davila-Sanchez's plans moved -41.2% in assets from 2022 to 2024; this filing shows Matilde Davila-Sanchez Retirement Plan at $50K / 1 participant.

#593
in Other Services (7,857 peers)
-19.1%
assets change YoY

The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Matilde Davila-Sanchez Retirement Plan among the smaller filed plans by assets

Matilde Davila-Sanchez Retirement Plan vs every filed plan by assets

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

$49,821 4th percentile higher than 4% 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

Matilde Davila-Sanchez 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. Matilde Davila-Sanchez Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Matilde Davila-Sanchez Retirement Plan reported net income rose from -$22K in the plan year 2022 filing to -$12K in the plan year 2023 filing.
  • Matilde Davila-Sanchez Retirement Plan end-of-year assets fell from $62K in the plan year 2022 filing to $50K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660636740 · Matilde Davila-Sanchez PY 2023 · Profit Sharing

Matilde Davila-Sanchez Retirement Plan · $50K · 1 · 4th

  • EBSA $50K
  • PART 1
  • TYPE 4th
  • NET Profit Sharing
  • BOOK near Education Excelsus, Inc. Retirement Plan
  • VS-ST ind #593

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 Other Services retirement plans → · Plans in Puerto Rico →

Matilde Davila-Sanchez Retirement Plan in the asset neighbourhood

Matilde Davila-Sanchez Retirement PlanMatilde Davila-Sanchez Retir…$50KEducation Excelsus, Inc. Retirement PlanEducation Excelsus, Inc. Ret…$50KKeithco Holdings, Inc. Retirement PlanKeithco Holdings, Inc. Retir…$50KBeacon Point Health Solutions, Inc. Retirement PlanBeacon Point Health Solution…$50KHokm, Inc. Retirement Plan$50K
End-of-year total assets ($M) among Matilde Davila-Sanchez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Matilde Davila-Sanchez multi-year asset trail

Sponsor-wide plan assets over time

All Matilde Davila-Sanchez plans reported in each filing year

Latest sponsor-wide plan assets
$36K 41.23600799311163% vs 2022
2024 filing year
$0.03M$0.04M$0.05M$0.06M$0.07M 202220232024 $0.06M $0.04M ▼ -33.3%
Year Plans Participants Total Assets
2022 1 1 $62K
2023 1 1 $50K
2024 1 1 $36K

Matilde Davila-Sanchez filing trail (2023)

Total Assets (Beginning of Year)$62K
Net Assets (End of Year)$50K
Net Income-$12K
Employer EIN660636740
Plan Effective Date2004-02-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Matilde Davila-Sanchez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Matilde Davila-Sanchez Retirement Plan, Total assets ($M): 0.049821 · Participants: 1Matilde Davila-Sanchez 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
Matilde Davila-Sanchez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Matilde Davila-Sanchez Retirement Plan side-by-side with 3 peers →

Matilde Davila-Sanchez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Education Excelsus, Inc. Retirement Plan in MD ($50K); 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 Matilde Davila-Sanchez Retirement Plan assets move in 2023? ▼
Matilde Davila-Sanchez Retirement Plan declined sharply - down 19.1% during 2023, from $62K to $50K. Reported net income was -$12K.
How have Matilde Davila-Sanchez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matilde Davila-Sanchez's sponsor-wide assets declined 41.2%, from $62K to $36K.
Where does Matilde Davila-Sanchez Retirement Plan rank by assets among Form 5500 filers? ▼
Matilde Davila-Sanchez Retirement Plan ranks in the 4th 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 Matilde Davila-Sanchez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Education Excelsus, Inc. Retirement Plan in MD ($50K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Matilde Davila-Sanchez 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 660636740.

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.