Profit Sharing · DOL Form 5500 · 2022

Mendez & Co., Inc. Profit Sharing Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
478
Participants Below avg headcount
76th
Percentile by assets National rank
$39,478
Avg per participant Low balance/head
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Official DOL plan name: Mendez & Co., Inc. Retirement Plan · Sponsored by Mendez & Co., Inc. · Puerto Rico · Wholesale Trade

$19M in assets, 478 participants

Mendez & Co., Inc.'s Mendez & Co., Inc. Retirement Plan reported $19M in total assets and 478 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,030 in Wholesale Trade (6,843 peers)

Coverage in Puerto Rico

Mendez & Co., Inc. Retirement Plan covers 478 participants in Puerto Rico, 5.4x the typical Puerto Rico plan (state average ~89 per filing). Assets: $19M.

#5,030
in Wholesale Trade (6,843 peers)
+4.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Mendez & Co., Inc. Retirement Plan's outsized position by total assets

Mendez & Co., Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,870,609 Top 24% higher than 76% of 139,123 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 2022

Mendez & Co., Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mendez & Co., Inc. Retirement Plan sits mid-pack in the medium band (478 participants).

Form 5500 schedule snapshot

Filing strip 660177198 · Mendez & Co., Inc. PY 2022 · Profit Sharing

Mendez & Co., Inc. Retirement Plan · $19M · 478 · 76th

  • ASSETS $19M
  • PCT 478
  • EIN 76th
  • RANK Profit Sharing
  • PHOTO near Vigo Importing Company Profit Sharing Plan
  • IND ind #5030

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 Wholesale Trade retirement plans → · Plans in Puerto Rico →

Mendez & Co., Inc. Retirement Plan in the asset neighbourhood

Frontier Health Retirement PlanFrontier Health Retirement P…$19MMendez & Co., Inc. Retirement PlanMendez & Co., Inc. Retiremen…$19MVigo Importing Company Profit Sharing PlanVigo Importing Company Profi…$19MClinicas Del Camino Real, Inc. Profit Sharing PlanClinicas Del Camino Real, In…$19MNorthern California Institute for Research and Education DefinedNorthern California Institut…$19M
End-of-year total assets ($M) among Mendez & Co., Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$836K
Employer EIN660177198
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mendez & Co., Inc.)

Sponsor-wide plan assets over time

All Mendez & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 19.24832274165505% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $30.9M $25M ▼ -19.2%
Year Plans Participants Total Assets
2022 2 488 $31M
2023 2 505 $24M
2024 2 515 $25M

Nearby Profit Sharing Plans in Puerto Rico

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

Mendez & Co., Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants Mendez & Co., Inc. Retirement Plan, Total assets ($M): 18.870609 · Participants: 478Mendez & Co., Inc. Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
Mendez & Co., Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Mendez & Co., Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Vigo Importing Company Profit Sharing Plan in FL ($19M); by covered participants it is Gem Plumbing and Heating Co., Inc. Prevailing Wage Plan in RI (478 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (478 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mendez & Co., Inc. Retirement Plan assets move in 2022?
Mendez & Co., Inc. Retirement Plan edged up modestly - up 4.6% during 2022, from $18M to $19M. Reported net income was $836K.
How have Mendez & Co., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Mendez & Co., Inc.'s sponsor-wide assets declined 19.2%, from $31M to $25M.
Where does Mendez & Co., Inc. Retirement Plan rank by assets among Form 5500 filers?
Mendez & Co., Inc. Retirement Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Mendez & Co., Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Vigo Importing Company Profit Sharing Plan in FL ($19M, 175 participants).
Which Profit Sharing plans cover a similar participant headcount to Mendez & Co., Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Gem Plumbing and Heating Co., Inc. Prevailing Wage Plan in RI (478 participants, $5M in assets).