Profit Sharing · DOL Form 5500 · 2023

Maria S. Ruiz Alonso Profit Sharing Plan

Data updated 2026-08-25

$761K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$760,597
Avg per participant High balance/head
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Official DOL plan name: Ms Ruiz-Alonso Retirement Plan · Sponsored by Maria S. Ruiz Alonso · Puerto Rico · Finance & Insurance

$761K in assets, 1 participants

Maria S. Ruiz Alonso's Ms Ruiz-Alonso Retirement Plan reported $761K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,175 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Ms Ruiz-Alonso Retirement Plan holds $761K for 1 participant - about $760,597 per participant, among the smaller plans by assets on file.

#1,175
in Finance & Insurance (8,869 peers)
+7.4%
assets growth YoY

Ms Ruiz-Alonso Retirement Plan among the smaller filed plans by assets

Ms Ruiz-Alonso Retirement Plan vs every filed plan by assets

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

$760,597 21st percentile higher than 21% 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

Ms Ruiz-Alonso 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. Ms Ruiz-Alonso Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ms Ruiz-Alonso Retirement Plan reported net income fell from $708K in the plan year 2022 filing to $52K in the plan year 2023 filing.
  • Ms Ruiz-Alonso Retirement Plan end-of-year assets rose from $708K in the plan year 2022 filing to $761K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 581198863 · Maria S. Ruiz Alonso PY 2023 · Profit Sharing

Ms Ruiz-Alonso Retirement Plan · $761K · 1 · 21st

  • ASSETS $761K
  • PCT 1
  • EIN 21st
  • RANK Profit Sharing
  • PHOTO near Liberty Clark Inc. Retirement Plan
  • IND ind #1175

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Ms Ruiz-Alonso Retirement Plan in the asset neighbourhood

Ms Ruiz-Alonso Retirement PlanMs Ruiz-Alonso Retirement Pl…$761KLiberty Clark Inc. Retirement PlanLiberty Clark Inc. Retiremen…$761KCantor & Cantor Cpa's Profit Sharing PlanCantor & Cantor Cpa's Profit…$760KB-Cubed Holdings Inc. Retirement PlanB-Cubed Holdings Inc. Retire…$760KTortorello Property Management Inc. Retirement PlanTortorello Property Manageme…$760K
End-of-year total assets ($M) among Ms Ruiz-Alonso Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$708K
Net Assets (End of Year)$761K
Net Income$52K
Employer EIN581198863
Plan Effective Date2022-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Maria S. Ruiz Alonso)

Sponsor-wide plan assets over time

All Maria S. Ruiz Alonso plans reported in each filing year

Latest sponsor-wide plan assets
$761K 7.403772561800482% vs 2022
2023 filing year
$0.7M$0.72M$0.74M$0.76M$0.78M 20222023 $0.71M $0.76M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 1 $708K
2023 1 1 $761K

Nearby Profit Sharing Plans in Puerto Rico

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

Ms Ruiz-Alonso Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Ms Ruiz-Alonso Retirement Plan, Total assets ($M): 0.760597 · Participants: 1Ms Ruiz-Alonso 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
Ms Ruiz-Alonso Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Ms Ruiz-Alonso Retirement Plan side-by-side with 3 peers →

Ms Ruiz-Alonso Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Liberty Clark Inc. Retirement Plan in MN ($761K); 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 Ms Ruiz-Alonso Retirement Plan assets move in 2023? ▼
Ms Ruiz-Alonso Retirement Plan grew at a solid clip - up 7.4% during 2023, from $708K to $761K. Reported net income was $52K.
How have Maria S. Ruiz Alonso plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Maria S. Ruiz Alonso's sponsor-wide assets grew 7.4%, from $708K to $761K.
Where does Ms Ruiz-Alonso Retirement Plan rank by assets among Form 5500 filers? ▼
Ms Ruiz-Alonso Retirement Plan ranks in the 21st 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 Ms Ruiz-Alonso Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Liberty Clark Inc. Retirement Plan in MN ($761K, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Ms Ruiz-Alonso 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 581198863.

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.