Profit Sharing · DOL Form 5500 · 2023

Inmobiliaria Montemar, Se Profit Sharing Plan

Data updated 2026-08-25

$495K
Total assets Small plan by assets
14
Participants Small participant base
18th
Percentile by assets National rank
$35,368
Avg per participant Low balance/head
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Official DOL plan name: Inmobiliaria Montemar, Se & Macam, Se Retirement Plan · Sponsored by Inmobiliaria Montemar, Se · Puerto Rico · Real Estate

$495K in assets, 14 participants

Inmobiliaria Montemar, Se's Inmobiliaria Montemar, Se & Macam, Se Retirement Plan reported $495K in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,446 in Real Estate (4,727 peers)

Inmobiliaria Montemar, Se multi-year trail

Inmobiliaria Montemar, Se's plans moved +17.7% in assets from 2022 to 2024; this filing shows Inmobiliaria Montemar, Se & Macam, Se Retirement Plan at $495K / 14 participants.

#1,446
in Real Estate (4,727 peers)
+11.6%
assets growth YoY

Inmobiliaria Montemar, Se & Macam, Se Retirement Plan among the smaller filed plans by assets

Inmobiliaria Montemar, Se & Macam, Se Retirement Plan vs every filed plan by assets

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

$495,149 18th percentile higher than 18% 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

Inmobiliaria Montemar, Se & Macam, Se Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Inmobiliaria Montemar, Se & Macam, Se Retirement Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Inmobiliaria Montemar, Se & Macam, Se Retirement Plan reported net income rose from $15K in the plan year 2022 filing to $52K in the plan year 2023 filing.
  • Inmobiliaria Montemar, Se & Macam, Se Retirement Plan end-of-year assets rose from $444K in the plan year 2022 filing to $495K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660495934 · Inmobiliaria Montemar, Se PY 2023 · Profit Sharing

Inmobiliaria Montemar, Se & Macam, Se Retirement Plan · $495K · 14 · 18th

  • NET $495K
  • NET 14
  • NET 18th
  • NET Profit Sharing
  • NET near Pickleonia, Inc. Profit Sharing Plan
  • NET ind #1446

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 Real Estate retirement plans → · Plans in Puerto Rico →

Inmobiliaria Montemar, Se & Macam, Se Retirement Plan in the asset neighbourhood

Inmobiliaria Montemar, Se & Macam, Se Retirement PlanInmobiliaria Montemar, Se & …$495KPickleonia, Inc. Profit Sharing PlanPickleonia, Inc. Profit Shar…$495KOnardem Ventures, Inc. Profit Sharing PlanOnardem Ventures, Inc. Profi…$495KRohtstein Corp. Truckers and Warehousemen Profit Sharing PlanRohtstein Corp. Truckers and…$495KAm & T Group Inc. Pension Transfer Trust PlanAm & T Group Inc. Pension Tr…$495K
End-of-year total assets ($M) among Inmobiliaria Montemar, Se & Macam, Se Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Inmobiliaria Montemar, Se multi-year asset trail

Sponsor-wide plan assets over time

All Inmobiliaria Montemar, Se plans reported in each filing year

Latest sponsor-wide plan assets
$522K 17.701768824053303% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M 202220232024 $0.44M $0.52M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 14 $444K
2023 1 14 $495K
2024 1 14 $522K

Inmobiliaria Montemar, Se filing trail (2023)

Total Assets (Beginning of Year)$444K
Net Assets (End of Year)$495K
Net Income$52K
Employer EIN660495934
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Inmobiliaria Montemar, Se & Macam, Se Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Inmobiliaria Montemar, Se & Macam, Se Retirement Plan, Total assets ($M): 0.495149 · Participants: 14Inmobiliaria Montemar, Se & Macam, Se 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
Inmobiliaria Montemar, Se & Macam, Se Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Inmobiliaria Montemar, Se & Macam, Se Retirement Plan side-by-side with 3 peers →

Inmobiliaria Montemar, Se & Macam, Se Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Pickleonia, Inc. Profit Sharing Plan in CA ($495K); by covered participants it is Three Cities Management LLC Retirement Plan in NY (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); 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 Inmobiliaria Montemar, Se & Macam, Se Retirement Plan assets move in 2023? ▼
Inmobiliaria Montemar, Se & Macam, Se Retirement Plan grew at a solid clip - up 11.6% during 2023, from $444K to $495K. Reported net income was $52K.
How have Inmobiliaria Montemar, Se plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Inmobiliaria Montemar, Se's sponsor-wide assets grew 17.7%, from $444K to $522K.
Where does Inmobiliaria Montemar, Se & Macam, Se Retirement Plan rank by assets among Form 5500 filers? ▼
Inmobiliaria Montemar, Se & Macam, Se Retirement Plan ranks in the 18th 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 Inmobiliaria Montemar, Se & Macam, Se Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pickleonia, Inc. Profit Sharing Plan in CA ($495K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Inmobiliaria Montemar, Se & Macam, Se Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Three Cities Management LLC Retirement Plan in NY (14 participants, N/A 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 660495934.

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.