Profit Sharing · DOL Form 5500 · 2023

Francisco Diaz Rodriguez Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fdr Retirement Plan · Sponsored by Francisco Diaz Rodriguez · Puerto Rico · Professional & Technical Services

$2M in assets, 1 participants

Francisco Diaz Rodriguez's Fdr Retirement Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,284 in Professional & Technical Services (20,321 peers)

Francisco Diaz Rodriguez multi-year trail

Francisco Diaz Rodriguez's plans moved +14.6% in assets from 2022 to 2024; this filing shows Fdr Retirement Plan at $2M / 1 participant.

#5,284
in Professional & Technical Services (20,321 peers)
+8.4%
assets growth YoY

Fdr Retirement Plan among the smaller filed plans by assets

Fdr Retirement Plan vs every filed plan by assets

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

$1,946,372 30th percentile higher than 30% 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

Fdr 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. Fdr Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fdr Retirement Plan reported net income fell from $514K in the plan year 2022 filing to $151K in the plan year 2023 filing.
  • Fdr Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 901247584 · Francisco Diaz Rodriguez PY 2023 · Profit Sharing

Fdr Retirement Plan · $2M · 1 · 30th

  • PCT $2M
  • PCT 1
  • PCT 30th
  • PCT Profit Sharing
  • PCT near N8871rcf LLC I401k Plan
  • PCT ind #5284

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Fdr Retirement Plan in the asset neighbourhood

Fdr Retirement Plan$2MN8871rcf LLC I401k Plan$2MStowers Manufacturing Co., Inc. Profit-Sharing Plan and TrustStowers Manufacturing Co., I…$2MQual Electronics Corporation Retirement PlanQual Electronics Corporation…$2MSnyf Supply Corp. Retirement PlanSnyf Supply Corp. Retirement…$2M
End-of-year total assets ($M) among Fdr Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Francisco Diaz Rodriguez multi-year asset trail

Sponsor-wide plan assets over time

All Francisco Diaz Rodriguez plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.640214816407038% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.8M $2.06M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Francisco Diaz Rodriguez filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$151K
Employer EIN901247584
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Fdr Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Fdr Retirement Plan, Total assets ($M): 1.946372 · Participants: 1Fdr 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
Fdr Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Fdr Retirement Plan side-by-side with 3 peers →

Fdr Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is N8871rcf LLC I401k Plan in MN ($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 Fdr Retirement Plan assets move in 2023? ▼
Fdr Retirement Plan grew at a solid clip - up 8.4% during 2023, from $2M to $2M. Reported net income was $151K.
How have Francisco Diaz Rodriguez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Francisco Diaz Rodriguez's sponsor-wide assets grew 14.6%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Fdr Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is N8871rcf LLC I401k Plan in MN ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Fdr 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 901247584.

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.