Profit Sharing · DOL Form 5500 · 2023

Luis R. Mellado Gonzalez Profit Sharing Plan

Data updated 2026-08-25

$187K
Total assets Small plan by assets
1
Participants Small participant base
10th
Percentile by assets National rank
$187,266
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Luis R. Mellado Gonzalez Retirement Plan · Sponsored by Luis R. Mellado Gonzalez · Puerto Rico · Professional & Technical Services

$187K in assets, 1 participants

Luis R. Mellado Gonzalez's Luis R. Mellado Gonzalez Retirement Plan reported $187K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,634 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Luis R. Mellado Gonzalez Retirement Plan holds $187K for 1 participant - about $187,266 per participant, among the smaller plans by assets on file.

#1,634
in Professional & Technical Services (20,321 peers)
+3.2%
assets growth YoY

Luis R. Mellado Gonzalez Retirement Plan among the smaller filed plans by assets

Luis R. Mellado Gonzalez Retirement Plan vs every filed plan by assets

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

$187,266 10th percentile higher than 10% 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

Luis R. Mellado Gonzalez 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. Luis R. Mellado Gonzalez Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Luis R. Mellado Gonzalez Retirement Plan reported net income rose from -$28K in the plan year 2022 filing to $6K in the plan year 2023 filing.
  • Luis R. Mellado Gonzalez Retirement Plan end-of-year assets rose from $181K in the plan year 2022 filing to $187K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660444587 · Luis R. Mellado Gonzalez PY 2023 · Profit Sharing

Luis R. Mellado Gonzalez Retirement Plan · $187K · 1 · 10th

  • PCT $187K
  • PCT 1
  • PCT 10th
  • PCT Profit Sharing
  • PCT near Berntsen Wine Investment Retirement Plan
  • PCT ind #1634

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Luis R. Mellado Gonzalez Retirement Plan in the asset neighbourhood

Luis R. Mellado Gonzalez Retirement PlanLuis R. Mellado Gonzalez Ret…$187KBerntsen Wine Investment Retirement PlanBerntsen Wine Investment Ret…$187KUniforce Ventures, Inc. Profit Sharing PlanUniforce Ventures, Inc. Prof…$187KDancing Leaf Investment Group Inc. Retirement PlanDancing Leaf Investment Grou…$187KGreenspring Ventures, Inc. Profit Sharing PlanGreenspring Ventures, Inc. P…$187K
End-of-year total assets ($M) among Luis R. Mellado Gonzalez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$181K
Net Assets (End of Year)$187K
Net Income$6K
Employer EIN660444587
Plan Effective Date2010-12-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Luis R. Mellado Gonzalez)

Sponsor-wide plan assets over time

All Luis R. Mellado Gonzalez plans reported in each filing year

Latest sponsor-wide plan assets
$190K 4.829197852710017% vs 2022
2024 filing year
$0.18M$0.18M$0.19M$0.19M$0.2M 202220232024 $0.18M $0.19M ▲ +5.6%
Year Plans Participants Total Assets
2022 1 1 $181K
2023 1 1 $187K
2024 1 1 $190K

Nearby Profit Sharing Plans in Puerto Rico

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

Luis R. Mellado Gonzalez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Luis R. Mellado Gonzalez Retirement Plan, Total assets ($M): 0.187266 · Participants: 1Luis R. Mellado Gonzalez 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
Luis R. Mellado Gonzalez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Luis R. Mellado Gonzalez Retirement Plan side-by-side with 3 peers →

Luis R. Mellado Gonzalez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Berntsen Wine Investment Retirement Plan in CA ($187K); 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 Luis R. Mellado Gonzalez Retirement Plan assets move in 2023? ▼
Luis R. Mellado Gonzalez Retirement Plan edged up modestly - up 3.2% during 2023, from $181K to $187K. Reported net income was $6K.
How have Luis R. Mellado Gonzalez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luis R. Mellado Gonzalez's sponsor-wide assets grew 4.8%, from $181K to $190K.
Where does Luis R. Mellado Gonzalez Retirement Plan rank by assets among Form 5500 filers? ▼
Luis R. Mellado Gonzalez Retirement Plan ranks in the 10th 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 Luis R. Mellado Gonzalez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Berntsen Wine Investment Retirement Plan in CA ($187K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Luis R. Mellado Gonzalez 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 660444587.

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.