Profit Sharing · DOL Form 5500 · 2022
Ana Bartolomei Aguilera Profit Sharing Plan
Data updated 2026-08-25
- $311K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $310,669
- Avg per participant High balance/head
Official DOL plan name: Ana Bartolomei Aguilera Retirement Plan · Sponsored by Ana Bartolomei Aguilera · Puerto Rico · Healthcare & Social Assistance
$311K in assets, 1 participants
Ana Bartolomei Aguilera's Ana Bartolomei Aguilera Retirement Plan reported $311K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 14th 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.
- #2,021 in Healthcare & Social Assistance (20,060 peers)
What the 2022 filing shows
Ana Bartolomei Aguilera Retirement Plan holds $311K for 1 participant - about $310,669 per participant, among the smaller plans by assets on file.
- #2,021
- in Healthcare & Social Assistance (20,060 peers)
- -0.5%
- assets change YoY
The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ana Bartolomei Aguilera Retirement Plan among the smaller filed plans by assets
Ana Bartolomei Aguilera Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$310,669 14th percentile higher than 14% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ana Bartolomei Aguilera Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ana Bartolomei Aguilera Retirement Plan is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 581258877 · Ana Bartolomei Aguilera PY 2022 · Profit Sharing
Ana Bartolomei Aguilera Retirement Plan · $311K · 1 · 14th
- TYPE $311K
- NET 1
- BOOK 14th
- VS-ST Profit Sharing
- BOY near Knollwood Animal Hospital Retirement Savings Plan
- SCH ind #2021
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 →
Ana Bartolomei Aguilera Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $312K |
|---|---|
| Net Assets (End of Year) | $311K |
| Net Income | -$1K |
| Employer EIN | 581258877 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ana Bartolomei Aguilera)
Sponsor-wide plan assets over time
All Ana Bartolomei Aguilera plans reported in each filing year
- Latest sponsor-wide plan assets
- $336K 8.254122554873515% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $311K |
| 2023 | 1 | 1 | $325K |
| 2024 | 1 | 1 | $336K |
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 $611M · 2,614
- Popular, Inc. Pr Savings and Investment Plan $561M · 7,773
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $336M · 1,038
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $158M · 743
- The Oriental Bank Coda Profit Sharing Plan $110M · 2,082
Ana Bartolomei Aguilera Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Knollwood Animal Hospital Retirement Savings Plan in IL ($311K); 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 ($311K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.