Profit Sharing · DOL Form 5500 · 2023

Yolanda M. Martinez Falcon Profit Sharing Plan

Data updated 2026-08-25

$246K
Total assets Small plan by assets
1
Participants Small participant base
12th
Percentile by assets National rank
$246,165
Avg per participant Above avg balance/head
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Official DOL plan name: Ym Martinez-Falcon Retirement Plan · Sponsored by Yolanda M. Martinez Falcon · Puerto Rico · Other Services

$246K in assets, 1 participants

Yolanda M. Martinez Falcon's Ym Martinez-Falcon Retirement Plan reported $246K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #2,069 in Other Services (7,857 peers)

Yolanda M. Martinez Falcon multi-year trail

Yolanda M. Martinez Falcon's plans moved +13.9% in assets from 2022 to 2024; this filing shows Ym Martinez-Falcon Retirement Plan at $246K / 1 participant.

#2,069
in Other Services (7,857 peers)
+8.8%
assets growth YoY

Ym Martinez-Falcon Retirement Plan among the smaller filed plans by assets

Ym Martinez-Falcon Retirement Plan vs every filed plan by assets

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

$246,165 12th percentile higher than 12% 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

Ym Martinez-Falcon 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. Ym Martinez-Falcon Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ym Martinez-Falcon Retirement Plan reported net income fell from $226K in the plan year 2022 filing to $20K in the plan year 2023 filing.
  • Ym Martinez-Falcon Retirement Plan end-of-year assets rose from $226K in the plan year 2022 filing to $246K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 583067585 · Yolanda M. Martinez Falcon PY 2023 · Profit Sharing

Ym Martinez-Falcon Retirement Plan · $246K · 1 · 12th

  • SCH $246K
  • SCH 1
  • SCH 12th
  • SCH Profit Sharing
  • SCH near Best Neon Sign Profit Sharing Plan
  • SCH ind #2069

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 →

Ym Martinez-Falcon Retirement Plan in the asset neighbourhood

Ym Martinez-Falcon Retirement PlanYm Martinez-Falcon Retiremen…$246KBest Neon Sign Profit Sharing PlanBest Neon Sign Profit Sharin…$246KDuncancomp Corp. Retirement PlanDuncancomp Corp. Retirement …$246KDecapito Enterprises, Inc. Profit Sharing PlanDecapito Enterprises, Inc. P…$246KBk Labs Inc. Profit Sharing PlanBk Labs Inc. Profit Sharing …$246K
End-of-year total assets ($M) among Ym Martinez-Falcon Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Yolanda M. Martinez Falcon multi-year asset trail

Sponsor-wide plan assets over time

All Yolanda M. Martinez Falcon plans reported in each filing year

Latest sponsor-wide plan assets
$258K 13.915202714644234% vs 2022
2024 filing year
$0.22M$0.23M$0.24M$0.25M$0.26M$0.27M 202220232024 $0.23M $0.26M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 1 $226K
2023 1 1 $246K
2024 1 1 $258K

Yolanda M. Martinez Falcon filing trail (2023)

Total Assets (Beginning of Year)$226K
Net Assets (End of Year)$246K
Net Income$20K
Employer EIN583067585
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Ym Martinez-Falcon Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Ym Martinez-Falcon Retirement Plan, Total assets ($M): 0.246165 · Participants: 1Ym Martinez-Falcon 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
Ym Martinez-Falcon Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Ym Martinez-Falcon Retirement Plan side-by-side with 3 peers →

Ym Martinez-Falcon Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Best Neon Sign Profit Sharing Plan in IL ($246K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($246K here).

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 Ym Martinez-Falcon Retirement Plan assets move in 2023? ▼
Ym Martinez-Falcon Retirement Plan grew at a solid clip - up 8.8% during 2023, from $226K to $246K. Reported net income was $20K.
How have Yolanda M. Martinez Falcon plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yolanda M. Martinez Falcon's sponsor-wide assets grew 13.9%, from $226K to $258K.
Where does Ym Martinez-Falcon Retirement Plan rank by assets among Form 5500 filers? ▼
Ym Martinez-Falcon Retirement Plan ranks in the 12th 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 Ym Martinez-Falcon Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Best Neon Sign Profit Sharing Plan in IL ($246K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Ym Martinez-Falcon 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 583067585.

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.