Profit Sharing · DOL Form 5500 · 2023
Sara Lopez Martin Profit Sharing Plan
Data updated 2026-08-25
- $826K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $826,005
- Avg per participant High balance/head
Official DOL plan name: S. Lopez Martin Retirement Plan · Sponsored by Sara Lopez Martin · Puerto Rico · Healthcare & Social Assistance
$826K in assets, 1 participants
Sara Lopez Martin's S. Lopez Martin Retirement Plan reported $826K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,110 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
S. Lopez Martin Retirement Plan holds $826K for 1 participant - about $826,005 per participant, among the smaller plans by assets on file.
- #3,110
- in Healthcare & Social Assistance (17,684 peers)
- +3.4%
- assets growth YoY
S. Lopez Martin Retirement Plan among the smaller filed plans by assets
S. Lopez Martin Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$826,005 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
S. Lopez Martin 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. S. Lopez Martin Retirement Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 660454038 · Sara Lopez Martin PY 2023 · Profit Sharing
S. Lopez Martin Retirement Plan · $826K · 1 · 22nd
- BOY $826K
- SCH 1
- EBSA 22nd
- PART Profit Sharing
- TYPE near Kt Bommar Ventures, Inc. Retirement Plan
- NET ind #3110
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 →
S. Lopez Martin Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $799K |
|---|---|
| Net Assets (End of Year) | $826K |
| Net Income | $27K |
| Employer EIN | 660454038 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sara Lopez Martin)
Sponsor-wide plan assets over time
All Sara Lopez Martin plans reported in each filing year
- Latest sponsor-wide plan assets
- $837K 1.3279580632078498% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1 | $826K |
| 2024 | 1 | 1 | $837K |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
S. Lopez Martin Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Kt Bommar Ventures, Inc. Retirement Plan in OH ($826K); 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 ($826K 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.