Profit Sharing · DOL Form 5500 · 2023
L. Moreno & Y. Davila Profit Sharing Plan
Data updated 2026-08-25
- $913K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $182,648
- Avg per participant Above avg balance/head
Official DOL plan name: L. Moreno & Y. Davila Profit Sharing Retirement Plan · Sponsored by L. Moreno & Y. Davila · Puerto Rico · Other Services
$913K in assets, 5 participants
L. Moreno & Y. Davila's L. Moreno & Y. Davila Profit Sharing Retirement Plan reported $913K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,688 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, L. Moreno & Y. Davila Profit Sharing Retirement Plan ranks #3,688 of 7,857 2023 filers by assets (2198% of the sector average)-$913K for 5 participants.
- #3,688
- in Other Services (7,857 peers)
- +4.2%
- assets growth YoY
L. Moreno & Y. Davila Profit Sharing Retirement Plan among the smaller filed plans by assets
L. Moreno & Y. Davila Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$913,241 23rd percentile higher than 23% 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
L. Moreno & Y. Davila Profit Sharing 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. L. Moreno & Y. Davila Profit Sharing Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- L. Moreno & Y. Davila Profit Sharing Retirement Plan reported net income rose from $4K in the plan year 2022 filing to $36K in the plan year 2023 filing.
- L. Moreno & Y. Davila Profit Sharing Retirement Plan end-of-year assets rose from $876K in the plan year 2022 filing to $913K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 666038241 · L. Moreno & Y. Davila PY 2023 · Profit Sharing
L. Moreno & Y. Davila Profit Sharing Retirement Plan · $913K · 5 · 23rd
- RANK $913K
- PHOTO 5
- IND 23rd
- EOY Profit Sharing
- 5500 near Law Offices of Stephen M Fuerch Profit Sharing Plan & Trust
- ASSETS ind #3688
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 Other Services retirement plans → · Plans in Puerto Rico →
L. Moreno & Y. Davila Profit Sharing Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $876K |
|---|---|
| Net Assets (End of Year) | $911K |
| Net Income | $36K |
| Employer EIN | 666038241 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (L. Moreno & Y. Davila)
Sponsor-wide plan assets over time
All L. Moreno & Y. Davila plans reported in each filing year
- Latest sponsor-wide plan assets
- $958K 9.309464900347846% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $876K |
| 2023 | 1 | 5 | $913K |
| 2024 | 1 | 4 | $958K |
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
L. Moreno & Y. Davila Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Law Offices of Stephen M Fuerch Profit Sharing Plan & Trust in CA ($913K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($913K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.