Profit Sharing · DOL Form 5500 · 2023

Fernando L. Longo Rodriguez Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1
Participants Small participant base
40th
Percentile by assets National rank
$4.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fernando L. Longo Rodriguez Retirement Plan · Sponsored by Fernando L. Longo Rodriguez · Puerto Rico · Healthcare & Social Assistance

$4M in assets, 1 participants

Fernando L. Longo Rodriguez's Fernando L. Longo Rodriguez Retirement Plan reported $4M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,590 in Healthcare & Social Assistance (17,684 peers)

Fernando L. Longo Rodriguez multi-year trail

Fernando L. Longo Rodriguez's plans moved +10.7% in assets from 2022 to 2024; this filing shows Fernando L. Longo Rodriguez Retirement Plan at $4M / 1 participant.

#7,590
in Healthcare & Social Assistance (17,684 peers)
+6.1%
assets growth YoY

Fernando L. Longo Rodriguez Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Fernando L. Longo Rodriguez Retirement Plan vs every filed plan by assets

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

$4,008,547 40th percentile higher than 40% 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

Fernando L. Longo Rodriguez 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. Fernando L. Longo Rodriguez Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fernando L. Longo Rodriguez Retirement Plan reported net income rose from -$614K in the plan year 2022 filing to $231K in the plan year 2023 filing.
  • Fernando L. Longo Rodriguez Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 584206369 · Fernando L. Longo Rodriguez PY 2023 · Profit Sharing

Fernando L. Longo Rodriguez Retirement Plan · $4M · 1 · 40th

  • BOY $4M
  • SCH 1
  • EBSA 40th
  • PART Profit Sharing
  • TYPE near All Metal Sales, Inc. Profit Sharing Plan
  • NET ind #7590

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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →

Fernando L. Longo Rodriguez Retirement Plan in the asset neighbourhood

Fernando L. Longo Rodriguez Retirement PlanFernando L. Longo Rodriguez …$4MAll Metal Sales, Inc. Profit Sharing PlanAll Metal Sales, Inc. Profit…$4MAnderson and Carr, Inc. Profit Sharing PlanAnderson and Carr, Inc. Prof…$4MKraynak's Inc Profit Sharing PlanKraynak's Inc Profit Sharing…$4MCustom Glass Products, Inc. Profit Sharing PlanCustom Glass Products, Inc. …$4M
End-of-year total assets ($M) among Fernando L. Longo Rodriguez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Fernando L. Longo Rodriguez multi-year asset trail

Sponsor-wide plan assets over time

All Fernando L. Longo Rodriguez plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.682755566449964% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $3.78M $4.18M ▲ +10.6%
Year Plans Participants Total Assets
2022 1 1 $4M
2023 1 1 $4M
2024 1 1 $4M

Fernando L. Longo Rodriguez filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$231K
Employer EIN584206369
Plan Effective Date2006-08-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Fernando L. Longo Rodriguez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Fernando L. Longo Rodriguez Retirement Plan, Total assets ($M): 4.008547 · Participants: 1Fernando L. Longo Rodriguez 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
Fernando L. Longo Rodriguez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Fernando L. Longo Rodriguez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is All Metal Sales, Inc. Profit Sharing Plan in NY ($4M); 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 Fernando L. Longo Rodriguez Retirement Plan assets move in 2023?
Fernando L. Longo Rodriguez Retirement Plan grew at a solid clip - up 6.1% during 2023, from $4M to $4M. Reported net income was $231K.
How have Fernando L. Longo Rodriguez plan assets changed over time?
Across 3 plan years on file (2022-2024), Fernando L. Longo Rodriguez's sponsor-wide assets grew 10.7%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Fernando L. Longo Rodriguez Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is All Metal Sales, Inc. Profit Sharing Plan in NY ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Fernando L. Longo Rodriguez 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).