Profit Sharing · DOL Form 5500 · 2023

Alfredo a. Santaella Latimer Profit Sharing Plan

Data updated 2026-08-25

$700K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$699,798
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Santaella & Suarez Retirement Plan · Sponsored by Alfredo a. Santaella Latimer · Puerto Rico · Professional & Technical Services

$700K in assets, 1 participants

Alfredo a. Santaella Latimer's Santaella & Suarez Retirement Plan reported $700K 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.

  • #3,177 in Professional & Technical Services (20,321 peers)

Alfredo a. Santaella Latimer multi-year trail

Alfredo a. Santaella Latimer's plans moved +17.3% in assets from 2022 to 2024; this filing shows Santaella & Suarez Retirement Plan at $700K / 1 participant.

#3,177
in Professional & Technical Services (20,321 peers)
+9.6%
assets growth YoY

Santaella & Suarez Retirement Plan among the smaller filed plans by assets

Santaella & Suarez Retirement Plan vs every filed plan by assets

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

$699,798 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

Santaella & Suarez 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. Santaella & Suarez Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Santaella & Suarez Retirement Plan reported net income rose from -$79K in the plan year 2022 filing to $61K in the plan year 2023 filing.
  • Santaella & Suarez Retirement Plan end-of-year assets rose from $638K in the plan year 2022 filing to $700K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 666033463 · Alfredo a. Santaella Latimer PY 2023 · Profit Sharing

Santaella & Suarez Retirement Plan · $700K · 1 · 21st

  • SCH $700K
  • SCH 1
  • SCH 21st
  • SCH Profit Sharing
  • SCH near Rachlan26, Inc. Retirement Plan
  • SCH ind #3177

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 →

Santaella & Suarez Retirement Plan in the asset neighbourhood

Santaella & Suarez Retirement PlanSantaella & Suarez Retiremen…$700KRachlan26, Inc. Retirement PlanRachlan26, Inc. Retirement P…$700KNortheast Home Solutions Corp. Retirement PlanNortheast Home Solutions Cor…$700KRobert R. Serpe, PC Profit Sharng PlanRobert R. Serpe, PC Profit S…$700KRadfam Corporation Retirement PlanRadfam Corporation Retiremen…$700K
End-of-year total assets ($M) among Santaella & Suarez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Alfredo a. Santaella Latimer multi-year asset trail

Sponsor-wide plan assets over time

All Alfredo a. Santaella Latimer plans reported in each filing year

Latest sponsor-wide plan assets
$749K 17.275036727738605% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M$0.8M 202220232024 $0.64M $0.75M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 1 $638K
2023 1 1 $700K
2024 1 1 $749K

Alfredo a. Santaella Latimer filing trail (2023)

Total Assets (Beginning of Year)$638K
Net Assets (End of Year)$700K
Net Income$61K
Employer EIN666033463
Plan Effective Date2010-11-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Santaella & Suarez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Santaella & Suarez Retirement Plan, Total assets ($M): 0.699798 · Participants: 1Santaella & Suarez 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
Santaella & Suarez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Santaella & Suarez Retirement Plan side-by-side with 3 peers →

Santaella & Suarez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Rachlan26, Inc. Retirement Plan in MI ($700K); 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 ($700K 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.

Frequently Asked Questions

How did Santaella & Suarez Retirement Plan assets move in 2023? ▼
Santaella & Suarez Retirement Plan grew at a solid clip - up 9.6% during 2023, from $638K to $700K. Reported net income was $61K.
How have Alfredo a. Santaella Latimer plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alfredo a. Santaella Latimer's sponsor-wide assets grew 17.3%, from $638K to $749K.
Where does Santaella & Suarez Retirement Plan rank by assets among Form 5500 filers? ▼
Santaella & Suarez 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 Santaella & Suarez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rachlan26, Inc. Retirement Plan in MI ($700K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Santaella & Suarez 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 666033463.

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.