Profit Sharing · DOL Form 5500 · 2023

Adelaida T. Ortiz Gomez Profit Sharing Plan

Data updated 2026-08-25

$249K
Total assets Small plan by assets
1
Participants Small participant base
12th
Percentile by assets National rank
$249,490
Avg per participant Above avg balance/head
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Official DOL plan name: A. T. Ortiz Gomez Retirement Plan · Sponsored by Adelaida T. Ortiz Gomez · Puerto Rico · Healthcare & Social Assistance

$249K in assets, 1 participants

Adelaida T. Ortiz Gomez's A. T. Ortiz Gomez Retirement Plan reported $249K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,514 in Healthcare & Social Assistance (17,684 peers)

Adelaida T. Ortiz Gomez multi-year trail

Adelaida T. Ortiz Gomez's plans moved +57.2% in assets from 2022 to 2024; this filing shows A. T. Ortiz Gomez Retirement Plan at $249K / 1 participant.

#1,514
in Healthcare & Social Assistance (17,684 peers)
+28.0%
assets growth YoY

A. T. Ortiz Gomez Retirement Plan among the smaller filed plans by assets

A. T. Ortiz Gomez Retirement Plan vs every filed plan by assets

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

$249,490 12th percentile higher than 12% 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

A. T. Ortiz Gomez 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. A. T. Ortiz Gomez Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A. T. Ortiz Gomez Retirement Plan reported net income rose from $41K in the plan year 2022 filing to $55K in the plan year 2023 filing.
  • A. T. Ortiz Gomez Retirement Plan end-of-year assets rose from $195K in the plan year 2022 filing to $249K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 583715397 · Adelaida T. Ortiz Gomez PY 2023 · Profit Sharing

A. T. Ortiz Gomez Retirement Plan · $249K · 1 · 12th

  • 5500 $249K
  • ASSETS 1
  • PCT 12th
  • EIN Profit Sharing
  • RANK near Dana's Dreams Incorporated Profit Sharing Plan
  • PHOTO ind #1514

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 →

A. T. Ortiz Gomez Retirement Plan in the asset neighbourhood

A. T. Ortiz Gomez Retirement PlanA. T. Ortiz Gomez Retirement…$249KDana's Dreams Incorporated Profit Sharing PlanDana's Dreams Incorporated P…$249KN Star Holdings, Inc. Retirement PlanN Star Holdings, Inc. Retire…$249KMkv Incorporations Incorporated Retirement PlanMkv Incorporations Incorpora…$250KJasp Group, Inc. Retirement PlanJasp Group, Inc. Retirement …$250K
End-of-year total assets ($M) among A. T. Ortiz Gomez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Adelaida T. Ortiz Gomez multi-year asset trail

Sponsor-wide plan assets over time

All Adelaida T. Ortiz Gomez plans reported in each filing year

Latest sponsor-wide plan assets
$306K 57.24957799087742% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.19M $0.31M ▲ +63.2%
Year Plans Participants Total Assets
2022 1 1 $195K
2023 1 1 $249K
2024 1 1 $306K

Adelaida T. Ortiz Gomez filing trail (2023)

Total Assets (Beginning of Year)$195K
Net Assets (End of Year)$249K
Net Income$55K
Employer EIN583715397
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

A. T. Ortiz Gomez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants A. T. Ortiz Gomez Retirement Plan, Total assets ($M): 0.24949 · Participants: 1A. T. Ortiz Gomez 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
A. T. Ortiz Gomez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare A. T. Ortiz Gomez Retirement Plan side-by-side with 3 peers →

A. T. Ortiz Gomez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Dana's Dreams Incorporated Profit Sharing Plan in GA ($249K); 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 A. T. Ortiz Gomez Retirement Plan assets move in 2023? ▼
A. T. Ortiz Gomez Retirement Plan grew sharply - up 28.0% during 2023, from $195K to $249K. Reported net income was $55K.
How have Adelaida T. Ortiz Gomez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adelaida T. Ortiz Gomez's sponsor-wide assets grew 57.2%, from $195K to $306K.
Where does A. T. Ortiz Gomez Retirement Plan rank by assets among Form 5500 filers? ▼
A. T. Ortiz Gomez Retirement Plan ranks in the 12th 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 A. T. Ortiz Gomez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dana's Dreams Incorporated Profit Sharing Plan in GA ($249K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to A. T. Ortiz Gomez 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 583715397.

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.