Profit Sharing · DOL Form 5500 · 2023

Margarita M. Pacheco Fernandez Profit Sharing Plan

Data updated 2026-08-25

$373K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$372,643
Avg per participant High balance/head
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Official DOL plan name: Margarita M. Pacheco Fernandez Retirement Plan · Sponsored by Margarita M. Pacheco Fernandez · Puerto Rico · Healthcare & Social Assistance

$373K in assets, 1 participants

Margarita M. Pacheco Fernandez's Margarita M. Pacheco Fernandez Retirement Plan reported $373K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,938 in Healthcare & Social Assistance (17,684 peers)

Margarita M. Pacheco Fernandez multi-year trail

Margarita M. Pacheco Fernandez's plans moved +45.7% in assets from 2022 to 2024; this filing shows Margarita M. Pacheco Fernandez Retirement Plan at $373K / 1 participant.

#1,938
in Healthcare & Social Assistance (17,684 peers)
+22.4%
assets growth YoY

Margarita M. Pacheco Fernandez Retirement Plan among the smaller filed plans by assets

Margarita M. Pacheco Fernandez Retirement Plan vs every filed plan by assets

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

$372,643 15th percentile higher than 15% 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

Margarita M. Pacheco Fernandez 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. Margarita M. Pacheco Fernandez Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Margarita M. Pacheco Fernandez Retirement Plan reported net income rose from -$43K in the plan year 2022 filing to $68K in the plan year 2023 filing.
  • Margarita M. Pacheco Fernandez Retirement Plan end-of-year assets rose from $304K in the plan year 2022 filing to $373K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660669056 · Margarita M. Pacheco Fernandez PY 2023 · Profit Sharing

Margarita M. Pacheco Fernandez Retirement Plan · $373K · 1 · 15th

  • ASSETS $373K
  • PCT 1
  • EIN 15th
  • RANK Profit Sharing
  • PHOTO near Bfd Ventures, Inc. Retirement Plan
  • IND ind #1938

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 →

Margarita M. Pacheco Fernandez Retirement Plan in the asset neighbourhood

Margarita M. Pacheco Fernandez Retirement PlanMargarita M. Pacheco Fernand…$373KBfd Ventures, Inc. Retirement PlanBfd Ventures, Inc. Retiremen…$373KCleland Ventures Inc. Retirement PlanCleland Ventures Inc. Retire…$373KAnderson Yard Solutions, Inc. Retirement PlanAnderson Yard Solutions, Inc…$373KCds 6 Holdings Inc. Retirement PlanCds 6 Holdings Inc. Retireme…$373K
End-of-year total assets ($M) among Margarita M. Pacheco Fernandez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Margarita M. Pacheco Fernandez multi-year asset trail

Sponsor-wide plan assets over time

All Margarita M. Pacheco Fernandez plans reported in each filing year

Latest sponsor-wide plan assets
$444K 45.726824204917975% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M$0.45M$0.5M 202220232024 $0.3M $0.44M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 1 $304K
2023 1 1 $373K
2024 1 1 $444K

Margarita M. Pacheco Fernandez filing trail (2023)

Total Assets (Beginning of Year)$304K
Net Assets (End of Year)$373K
Net Income$68K
Employer EIN660669056
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Margarita M. Pacheco Fernandez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Margarita M. Pacheco Fernandez Retirement Plan, Total assets ($M): 0.372643 · Participants: 1Margarita M. Pacheco Fernandez 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
Margarita M. Pacheco Fernandez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Margarita M. Pacheco Fernandez Retirement Plan side-by-side with 3 peers →

Margarita M. Pacheco Fernandez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Bfd Ventures, Inc. Retirement Plan in GA ($373K); 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 ($373K 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 Margarita M. Pacheco Fernandez Retirement Plan assets move in 2023? ▼
Margarita M. Pacheco Fernandez Retirement Plan grew sharply - up 22.4% during 2023, from $304K to $373K. Reported net income was $68K.
How have Margarita M. Pacheco Fernandez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Margarita M. Pacheco Fernandez's sponsor-wide assets grew 45.7%, from $304K to $444K.
Where does Margarita M. Pacheco Fernandez Retirement Plan rank by assets among Form 5500 filers? ▼
Margarita M. Pacheco Fernandez Retirement Plan ranks in the 15th 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 Margarita M. Pacheco Fernandez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bfd Ventures, Inc. Retirement Plan in GA ($373K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Margarita M. Pacheco Fernandez 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 660669056.

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.