Profit Sharing · DOL Form 5500 · 2023

Caludia I. Morales Figueroa Profit Sharing Plan

Data updated 2026-08-25

$243K
Total assets Small plan by assets
1
Participants Small participant base
12th
Percentile by assets National rank
$242,842
Avg per participant Above avg balance/head
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Official DOL plan name: I. Figueroa Estasie Retirement Plan · Sponsored by Caludia I. Morales Figueroa · Puerto Rico · Healthcare & Social Assistance

$243K in assets, 1 participants

Caludia I. Morales Figueroa's I. Figueroa Estasie Retirement Plan reported $243K 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.

  • #1,486 in Healthcare & Social Assistance (17,684 peers)

Caludia I. Morales Figueroa multi-year trail

Caludia I. Morales Figueroa's plans moved +16.6% in assets from 2022 to 2024; this filing shows I. Figueroa Estasie Retirement Plan at $243K / 1 participant.

#1,486
in Healthcare & Social Assistance (17,684 peers)
+6.9%
assets growth YoY

I. Figueroa Estasie Retirement Plan among the smaller filed plans by assets

I. Figueroa Estasie Retirement Plan vs every filed plan by assets

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

$242,842 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

I. Figueroa Estasie 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. I. Figueroa Estasie Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I. Figueroa Estasie Retirement Plan reported net income rose from -$36K in the plan year 2022 filing to $16K in the plan year 2023 filing.
  • I. Figueroa Estasie Retirement Plan end-of-year assets rose from $227K in the plan year 2022 filing to $243K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 582659035 · Caludia I. Morales Figueroa PY 2023 · Profit Sharing

I. Figueroa Estasie Retirement Plan · $243K · 1 · 12th

  • 5500 $243K
  • ASSETS 1
  • PCT 12th
  • EIN Profit Sharing
  • RANK near Rockin Beverage Investment Plan
  • PHOTO ind #1486

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 →

I. Figueroa Estasie Retirement Plan in the asset neighbourhood

I. Figueroa Estasie Retirement PlanI. Figueroa Estasie Retireme…$243KRockin Beverage Investment PlanRockin Beverage Investment P…$243KRestore Endeavors Inc. Retirement PlanRestore Endeavors Inc. Retir…$243KBernest Enterprises, Inc. Retirement PlanBernest Enterprises, Inc. Re…$243KPaul Petersen Inc. Retirement PlanPaul Petersen Inc. Retiremen…$243K
End-of-year total assets ($M) among I. Figueroa Estasie Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Caludia I. Morales Figueroa multi-year asset trail

Sponsor-wide plan assets over time

All Caludia I. Morales Figueroa plans reported in each filing year

Latest sponsor-wide plan assets
$265K 16.576511547044248% vs 2022
2024 filing year
$0.22M$0.23M$0.24M$0.25M$0.26M$0.27M 202220232024 $0.23M $0.26M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 1 $227K
2023 1 1 $243K
2024 1 1 $265K

Caludia I. Morales Figueroa filing trail (2023)

Total Assets (Beginning of Year)$227K
Net Assets (End of Year)$243K
Net Income$16K
Employer EIN582659035
Plan Effective Date2013-12-20
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

I. Figueroa Estasie Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants I. Figueroa Estasie Retirement Plan, Total assets ($M): 0.242842 · Participants: 1I. Figueroa Estasie 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
I. Figueroa Estasie Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare I. Figueroa Estasie Retirement Plan side-by-side with 3 peers →

I. Figueroa Estasie Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Rockin Beverage Investment Plan in CO ($243K); 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 ($243K 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 I. Figueroa Estasie Retirement Plan assets move in 2023? ▼
I. Figueroa Estasie Retirement Plan grew at a solid clip - up 6.9% during 2023, from $227K to $243K. Reported net income was $16K.
How have Caludia I. Morales Figueroa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caludia I. Morales Figueroa's sponsor-wide assets grew 16.6%, from $227K to $265K.
Where does I. Figueroa Estasie Retirement Plan rank by assets among Form 5500 filers? ▼
I. Figueroa Estasie 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 I. Figueroa Estasie Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rockin Beverage Investment Plan in CO ($243K, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to I. Figueroa Estasie 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 582659035.

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.