Profit Sharing · DOL Form 5500 · 2023

Marialba Romero Medina Profit Sharing Plan

Data updated 2026-08-25

$137K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$136,966
Avg per participant Near avg balance/head
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Official DOL plan name: Marialba Romero Medina Retirement Plan · Sponsored by Marialba Romero Medina · Puerto Rico · Healthcare & Social Assistance

$137K in assets, 1 participants

Marialba Romero Medina's Marialba Romero Medina Retirement Plan reported $137K in total assets and 1 participant 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.

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

Marialba Romero Medina multi-year trail

Marialba Romero Medina's plans moved +57.4% in assets from 2022 to 2024; this filing shows Marialba Romero Medina Retirement Plan at $137K / 1 participant.

#990
in Healthcare & Social Assistance (17,684 peers)
+27.1%
assets growth YoY

Marialba Romero Medina Retirement Plan among the smaller filed plans by assets

Marialba Romero Medina Retirement Plan vs every filed plan by assets

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

$136,966 8th percentile higher than 8% 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

Marialba Romero Medina 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. Marialba Romero Medina Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marialba Romero Medina Retirement Plan reported net income rose from $5K in the plan year 2022 filing to $29K in the plan year 2023 filing.
  • Marialba Romero Medina Retirement Plan end-of-year assets rose from $108K in the plan year 2022 filing to $137K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 596189286 · Marialba Romero Medina PY 2023 · Profit Sharing

Marialba Romero Medina Retirement Plan · $137K · 1 · 8th

  • 5500 $137K
  • 5500 1
  • 5500 8th
  • 5500 Profit Sharing
  • 5500 near Schmidtcorp Holdings Inc. Retirement Plan
  • 5500 ind #990

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 →

Marialba Romero Medina Retirement Plan in the asset neighbourhood

Marialba Romero Medina Retirement PlanMarialba Romero Medina Retir…$137KSchmidtcorp Holdings Inc. Retirement PlanSchmidtcorp Holdings Inc. Re…$137KKishore Sunkara, M. D. Profit Sharing PlanKishore Sunkara, M. D. Profi…$137KExodus3 Incorporated Profit Sharing PlanExodus3 Incorporated Profit …$137KCaplan Vending Inc. Retirement PlanCaplan Vending Inc. Retireme…$137K
End-of-year total assets ($M) among Marialba Romero Medina Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Marialba Romero Medina multi-year asset trail

Sponsor-wide plan assets over time

All Marialba Romero Medina plans reported in each filing year

Latest sponsor-wide plan assets
$170K 57.37651686644153% vs 2022
2024 filing year
$0.1M$0.12M$0.14M$0.16M$0.18M 202220232024 $0.11M $0.17M ▲ +54.5%
Year Plans Participants Total Assets
2022 1 1 $108K
2023 1 1 $137K
2024 1 1 $170K

Marialba Romero Medina filing trail (2023)

Total Assets (Beginning of Year)$108K
Net Assets (End of Year)$137K
Net Income$29K
Employer EIN596189286
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Marialba Romero Medina Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Marialba Romero Medina Retirement Plan, Total assets ($M): 0.136966 · Participants: 1Marialba Romero Medina 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
Marialba Romero Medina Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Marialba Romero Medina Retirement Plan side-by-side with 3 peers →

Marialba Romero Medina Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Schmidtcorp Holdings Inc. Retirement Plan in AZ ($137K); 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 ($137K here).

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 Marialba Romero Medina Retirement Plan assets move in 2023? ▼
Marialba Romero Medina Retirement Plan grew sharply - up 27.1% during 2023, from $108K to $137K. Reported net income was $29K.
How have Marialba Romero Medina plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marialba Romero Medina's sponsor-wide assets grew 57.4%, from $108K to $170K.
Where does Marialba Romero Medina Retirement Plan rank by assets among Form 5500 filers? ▼
Marialba Romero Medina Retirement Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Marialba Romero Medina Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Schmidtcorp Holdings Inc. Retirement Plan in AZ ($137K, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Marialba Romero Medina 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 596189286.

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.