Profit Sharing · DOL Form 5500 · 2023
Sun West Financial Services International Inc Profit Sharing Plan
Data updated 2026-08-25
- $123K
- Total assets Small plan by assets
- 47
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $2,620
- Avg per participant Low balance/head
Official DOL plan name: Sun West Financial Services International Inc 1081. 01(D) Plan · Sponsored by Sun West Financial Services International Inc · Puerto Rico · Finance & Insurance
$123K in assets, 47 participants
Sun West Financial Services International Inc's Sun West Financial Services International Inc 1081. 01(D) Plan reported $123K in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #385 in Finance & Insurance (8,869 peers)
Sun West Financial Services International Inc multi-year trail
Sun West Financial Services International Inc's plans moved +157.3% in assets from 2022 to 2024; this filing shows Sun West Financial Services International Inc 1081. 01(D) Plan at $123K / 47 participants.
- #385
- in Finance & Insurance (8,869 peers)
- +82.6%
- assets growth YoY
Sun West Financial Services International Inc 1081. 01(D) Plan among the smaller filed plans by assets
Sun West Financial Services International Inc 1081. 01(D) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$123,149 8th percentile higher than 8% 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
Sun West Financial Services International Inc 1081. 01(D) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun West Financial Services International Inc 1081. 01(D) Plan is a small filing (47 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sun West Financial Services International Inc 1081. 01(D) Plan reported net income rose from $8K in the plan year 2022 filing to $56K in the plan year 2023 filing.
- Sun West Financial Services International Inc 1081. 01(D) Plan reported participants rose from 9 in the plan year 2022 filing to 47 in the plan year 2023 filing.
- Sun West Financial Services International Inc 1081. 01(D) Plan end-of-year assets rose from $67K in the plan year 2022 filing to $123K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 660800214 · Sun West Financial Services International Inc PY 2023 · Profit Sharing
Sun West Financial Services International Inc 1081. 01(D) Plan · $123K · 47 · 8th
- EIN $123K
- RANK 47
- PHOTO 8th
- IND Profit Sharing
- EOY near Dfw Test Inc Profit Sharing Plan & Trust
- 5500 ind #385
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 Finance & Insurance retirement plans → · Plans in Puerto Rico →
Sun West Financial Services International Inc 1081. 01(D) Plan in the asset neighbourhood
Sun West Financial Services International Inc multi-year asset trail
Sponsor-wide plan assets over time
All Sun West Financial Services International Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $174K 157.33030869139756% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $67K |
| 2023 | 1 | 47 | $123K |
| 2024 | 1 | 24 | $174K |
Sun West Financial Services International Inc filing trail (2023)
| Total Assets (Beginning of Year) | $67K |
|---|---|
| Net Assets (End of Year) | $123K |
| Net Income | $56K |
| Employer EIN | 660800214 |
| Plan Effective Date | 2016-02-15 |
| 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
Sun West Financial Services International Inc 1081. 01(D) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Dfw Test Inc Profit Sharing Plan & Trust in TX ($123K); by covered participants it is Paso Robles Waste Disposal, Inc. Profit Sharing Plan in CA (47 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($123K here).
- Dfw Test Inc Profit Sharing Plan & Trust (TX) $123K · 34
- Burgi 627, Inc. Retirement Plan (PA) $123K · 2
- Prado Soto Inc. Retirement Plan (TX) $123K · 2
- Lanari Ross Inc. Retirement Plan (MN) $123K · 2
Similar participant headcount
Nearest other-state filings by covered participants (47 participants); 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.