Profit Sharing · DOL Form 5500 · 2023
Roberto Santa Maria Ros Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $2.4M
- Avg per participant High balance/head
Official DOL plan name: Roberto Santa Maria Ros Retirement Plan · Sponsored by Roberto Santa Maria Ros · Puerto Rico · Professional & Technical Services
$2M in assets, 1 participants
Roberto Santa Maria Ros's Roberto Santa Maria Ros Retirement Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,902 in Professional & Technical Services (20,321 peers)
Roberto Santa Maria Ros multi-year trail
Roberto Santa Maria Ros's plans moved +23.6% in assets from 2022 to 2024; this filing shows Roberto Santa Maria Ros Retirement Plan at $2M / 1 participant.
- #5,902
- in Professional & Technical Services (20,321 peers)
- +10.2%
- assets growth YoY
Roberto Santa Maria Ros Retirement Plan among the smaller filed plans by assets
Roberto Santa Maria Ros Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,409,809 33rd percentile higher than 33% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Roberto Santa Maria Ros 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 Santa Maria Ros 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 Santa Maria Ros Retirement Plan reported net income rose from -$61K in the plan year 2022 filing to $223K in the plan year 2023 filing.
- Roberto Santa Maria Ros Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 900300910 · Roberto Santa Maria Ros PY 2023 · Profit Sharing
Roberto Santa Maria Ros Retirement Plan · $2M · 1 · 33rd
- 5500 $2M
- ASSETS 1
- PCT 33rd
- EIN Profit Sharing
- RANK near Jackmo Enterprises Inc. Retirement Plan
- PHOTO ind #5902
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 Santa Maria Ros Retirement Plan in the asset neighbourhood
Roberto Santa Maria Ros multi-year asset trail
Sponsor-wide plan assets over time
All Roberto Santa Maria Ros plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 23.552186758499715% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $3M |
Roberto Santa Maria Ros filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $223K |
| Employer EIN | 900300910 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Roberto Santa Maria Ros Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Jackmo Enterprises Inc. Retirement Plan in MD ($2M); 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 ($2M 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.