Profit Sharing · DOL Form 5500 · 2023

Edwin I. Lugo Lugo Profit Sharing Plan

Data updated 2026-08-25

$856K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$855,534
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dr. Edwin I. Lugo Lugo Retirement Plan · Sponsored by Edwin I. Lugo Lugo · Puerto Rico · Healthcare & Social Assistance

$856K in assets, 1 participants

Edwin I. Lugo Lugo's Dr. Edwin I. Lugo Lugo Retirement Plan reported $856K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,167 in Healthcare & Social Assistance (17,684 peers)

Edwin I. Lugo Lugo multi-year trail

Edwin I. Lugo Lugo's plans moved +73.8% in assets from 2022 to 2024; this filing shows Dr. Edwin I. Lugo Lugo Retirement Plan at $856K / 1 participant.

#3,167
in Healthcare & Social Assistance (17,684 peers)
+37.7%
assets growth YoY

Dr. Edwin I. Lugo Lugo Retirement Plan among the smaller filed plans by assets

Dr. Edwin I. Lugo Lugo Retirement Plan vs every filed plan by assets

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

$855,534 22nd percentile higher than 22% 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

Dr. Edwin I. Lugo Lugo 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. Dr. Edwin I. Lugo Lugo Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dr. Edwin I. Lugo Lugo Retirement Plan reported net income rose from -$263K in the plan year 2022 filing to $234K in the plan year 2023 filing.
  • Dr. Edwin I. Lugo Lugo Retirement Plan end-of-year assets rose from $621K in the plan year 2022 filing to $856K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 584152990 · Edwin I. Lugo Lugo PY 2023 · Profit Sharing

Dr. Edwin I. Lugo Lugo Retirement Plan · $856K · 1 · 22nd

  • PCT $856K
  • PCT 1
  • PCT 22nd
  • PCT Profit Sharing
  • PCT near Murphy Connected Enterprises Inc. Retirement Plan
  • PCT ind #3167

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 →

Dr. Edwin I. Lugo Lugo Retirement Plan in the asset neighbourhood

Dr. Edwin I. Lugo Lugo Retirement PlanDr. Edwin I. Lugo Lugo Retir…$856KMurphy Connected Enterprises Inc. Retirement PlanMurphy Connected Enterprises…$856KDr Richard Catterlin Do Inc Employees Profit Sharing PlanDr Richard Catterlin Do Inc …$856KG6 Provisions 401(k) Trust$856KAlliance Healthcare Services, Inc. EmployerAlliance Healthcare Services…$855K
End-of-year total assets ($M) among Dr. Edwin I. Lugo Lugo Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Edwin I. Lugo Lugo multi-year asset trail

Sponsor-wide plan assets over time

All Edwin I. Lugo Lugo plans reported in each filing year

Latest sponsor-wide plan assets
$1M 73.80945101591904% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.62M $1.08M ▲ +74.2%
Year Plans Participants Total Assets
2022 1 1 $621K
2023 1 1 $856K
2024 1 1 $1M

Edwin I. Lugo Lugo filing trail (2023)

Total Assets (Beginning of Year)$621K
Net Assets (End of Year)$856K
Net Income$234K
Employer EIN584152990
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Dr. Edwin I. Lugo Lugo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Dr. Edwin I. Lugo Lugo Retirement Plan, Total assets ($M): 0.855534 · Participants: 1Dr. Edwin I. Lugo Lugo 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
Dr. Edwin I. Lugo Lugo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Dr. Edwin I. Lugo Lugo Retirement Plan side-by-side with 3 peers →

Dr. Edwin I. Lugo Lugo Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Murphy Connected Enterprises Inc. Retirement Plan in TX ($856K); 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 Dr. Edwin I. Lugo Lugo Retirement Plan assets move in 2023? ▼
Dr. Edwin I. Lugo Lugo Retirement Plan surged - up 37.7% during 2023, from $621K to $856K. Reported net income was $234K.
How have Edwin I. Lugo Lugo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edwin I. Lugo Lugo's sponsor-wide assets grew 73.8%, from $621K to $1M.
Where does Dr. Edwin I. Lugo Lugo Retirement Plan rank by assets among Form 5500 filers? ▼
Dr. Edwin I. Lugo Lugo Retirement Plan ranks in the 22nd 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 Dr. Edwin I. Lugo Lugo Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Murphy Connected Enterprises Inc. Retirement Plan in TX ($856K, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Dr. Edwin I. Lugo Lugo 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 584152990.

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.