Profit Sharing · DOL Form 5500 · 2023

Roberto Aguayo Rosario Profit Sharing Plan

Data updated 2026-08-25

$636K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$635,692
Avg per participant High balance/head
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Official DOL plan name: Roberto Aguayo Rosario Retirement Plan · Sponsored by Roberto Aguayo Rosario · Puerto Rico · Professional & Technical Services

$636K in assets, 1 participants

Roberto Aguayo Rosario's Roberto Aguayo Rosario Retirement Plan reported $636K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,020 in Professional & Technical Services (20,321 peers)

Roberto Aguayo Rosario multi-year trail

Roberto Aguayo Rosario's plans moved +11.8% in assets from 2022 to 2024; this filing shows Roberto Aguayo Rosario Retirement Plan at $636K / 1 participant.

#3,020
in Professional & Technical Services (20,321 peers)
+5.8%
assets growth YoY

Roberto Aguayo Rosario Retirement Plan among the smaller filed plans by assets

Roberto Aguayo Rosario Retirement Plan vs every filed plan by assets

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

$635,692 20th percentile higher than 20% 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

Roberto Aguayo Rosario 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. Roberto Aguayo Rosario Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roberto Aguayo Rosario Retirement Plan reported net income rose from -$149K in the plan year 2022 filing to $35K in the plan year 2023 filing.
  • Roberto Aguayo Rosario Retirement Plan end-of-year assets rose from $601K in the plan year 2022 filing to $636K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 666034272 · Roberto Aguayo Rosario PY 2023 · Profit Sharing

Roberto Aguayo Rosario Retirement Plan · $636K · 1 · 20th

  • TYPE $636K
  • NET 1
  • BOOK 20th
  • VS-ST Profit Sharing
  • BOY near Xtra Oil Company Profit Sharing Plan
  • SCH ind #3020

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 →

Roberto Aguayo Rosario Retirement Plan in the asset neighbourhood

Roberto Aguayo Rosario Retirement PlanRoberto Aguayo Rosario Retir…$636KXtra Oil Company Profit Sharing PlanXtra Oil Company Profit Shar…$636KM.a.D.E. Ventures, Inc. Retirement PlanM.a.D.E. Ventures, Inc. Reti…$636KDavid D. Walker PC Inc Profit Sharing PlanDavid D. Walker PC Inc Profi…$636KHardell Corp. Profit Sharing PlanHardell Corp. Profit Sharing…$636K
End-of-year total assets ($M) among Roberto Aguayo Rosario Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Roberto Aguayo Rosario multi-year asset trail

Sponsor-wide plan assets over time

All Roberto Aguayo Rosario plans reported in each filing year

Latest sponsor-wide plan assets
$671K 11.788239564065723% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M 202220232024 $0.6M $0.67M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 1 $601K
2023 1 1 $636K
2024 1 1 $671K

Roberto Aguayo Rosario filing trail (2023)

Total Assets (Beginning of Year)$601K
Net Assets (End of Year)$636K
Net Income$35K
Employer EIN666034272
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Roberto Aguayo Rosario Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Roberto Aguayo Rosario Retirement Plan, Total assets ($M): 0.635692 · Participants: 1Roberto Aguayo Rosario 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
Roberto Aguayo Rosario Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Roberto Aguayo Rosario Retirement Plan side-by-side with 3 peers →

Roberto Aguayo Rosario Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Xtra Oil Company Profit Sharing Plan in CA ($636K); 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 ($636K 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 Roberto Aguayo Rosario Retirement Plan assets move in 2023? ▼
Roberto Aguayo Rosario Retirement Plan grew at a solid clip - up 5.8% during 2023, from $601K to $636K. Reported net income was $35K.
How have Roberto Aguayo Rosario plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberto Aguayo Rosario's sponsor-wide assets grew 11.8%, from $601K to $671K.
Where does Roberto Aguayo Rosario Retirement Plan rank by assets among Form 5500 filers? ▼
Roberto Aguayo Rosario Retirement Plan ranks in the 20th 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 Roberto Aguayo Rosario Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Xtra Oil Company Profit Sharing Plan in CA ($636K, 64 participants).
Which Profit Sharing plans cover a similar participant headcount to Roberto Aguayo Rosario 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 666034272.

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.