Profit Sharing · DOL Form 5500 · 2023

Alberto Ortiz Carrasquillo Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
28th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Alberto Ortiz Carrasquillo Money Purchase · Sponsored by Alberto Ortiz Carrasquillo · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 1 participants

Alberto Ortiz Carrasquillo's Alberto Ortiz Carrasquillo Money Purchase reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,443 in Healthcare & Social Assistance (17,684 peers)

Alberto Ortiz Carrasquillo multi-year trail

Alberto Ortiz Carrasquillo's plans moved -45.5% in assets from 2023 to 2024; this filing shows Alberto Ortiz Carrasquillo Money Purchase at $2M / 1 participant.

#4,443
in Healthcare & Social Assistance (17,684 peers)
+10.1%
assets growth YoY

Alberto Ortiz Carrasquillo Money Purchase among the smaller filed plans by assets

Alberto Ortiz Carrasquillo Money Purchase vs every filed plan by assets

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

$1,572,578 28th percentile higher than 28% 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

Alberto Ortiz Carrasquillo Money Purchase among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alberto Ortiz Carrasquillo Money Purchase is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 660802681 · Alberto Ortiz Carrasquillo PY 2023 · Profit Sharing

Alberto Ortiz Carrasquillo Money Purchase · $2M · 1 · 28th

  • IND $2M
  • EOY 1
  • 5500 28th
  • ASSETS Profit Sharing
  • PCT near Park Farming Organics 401(k) Plan
  • EIN ind #4443

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 →

Alberto Ortiz Carrasquillo Money Purchase in the asset neighbourhood

Alberto Ortiz Carrasquillo Money PurchaseAlberto Ortiz Carrasquillo M…$2MPark Farming Organics 401(k) PlanPark Farming Organics 401(k)…$2MCampanas Property Management Inc. Retirement PlanCampanas Property Management…$2MBen E Jarvis Self-Employed Retirement PlanBen E Jarvis Self-Employed R…$2MHoward V. Sloan Profit Sharing PlanHoward V. Sloan Profit Shari…$2M
End-of-year total assets ($M) among Alberto Ortiz Carrasquillo Money Purchase and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Alberto Ortiz Carrasquillo multi-year asset trail

Sponsor-wide plan assets over time

All Alberto Ortiz Carrasquillo plans reported in each filing year

Latest sponsor-wide plan assets
$858K 45.455742099914914% vs 2023
2024 filing year
$0.5M$1M$1.5M$2M 20232024 $1.57M $0.86M ▼ -45.2%
Year Plans Participants Total Assets
2023 1 1 $2M
2024 1 1 $858K

Alberto Ortiz Carrasquillo filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$145K
Employer EIN660802681
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Alberto Ortiz Carrasquillo Money Purchase vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Alberto Ortiz Carrasquillo Money Purchase, Total assets ($M): 1.572578 · Participants: 1Alberto Ortiz Carrasquillo Money PurchaseThe 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
Alberto Ortiz Carrasquillo Money Purchase vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Alberto Ortiz Carrasquillo Money Purchase side-by-side with 3 peers →

Alberto Ortiz Carrasquillo Money Purchase's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Park Farming Organics 401(k) Plan in CA ($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.

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 Alberto Ortiz Carrasquillo Money Purchase assets move in 2023? ▼
Alberto Ortiz Carrasquillo Money Purchase grew at a solid clip - up 10.1% during 2023, from $1M to $2M. Reported net income was $145K.
How have Alberto Ortiz Carrasquillo plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Alberto Ortiz Carrasquillo's sponsor-wide assets declined 45.5%, from $2M to $858K.
Which Profit Sharing plans are similar in size to Alberto Ortiz Carrasquillo Money Purchase? ▼
Among Profit Sharing plans in other states, the closest by assets is Park Farming Organics 401(k) Plan in CA ($2M, 14 participants).
Which Profit Sharing plans cover a similar participant headcount to Alberto Ortiz Carrasquillo Money Purchase? ▼
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 660802681.

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.