Profit Sharing · DOL Form 5500 · 2023

Arnaldo I. Rosa Torrens Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
26th
Percentile by assets National rank
$256,187
Avg per participant Above avg balance/head
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Official DOL plan name: Arnaldo I. Rosa Torrens Retirement Plan · Sponsored by Arnaldo I. Rosa Torrens · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 5 participants

Arnaldo I. Rosa Torrens's Arnaldo I. Rosa Torrens Retirement Plan reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,936 in Healthcare & Social Assistance (17,684 peers)

Arnaldo I. Rosa Torrens multi-year trail

Arnaldo I. Rosa Torrens's plans moved +35.5% in assets from 2022 to 2024; this filing shows Arnaldo I. Rosa Torrens Retirement Plan at $1M / 5 participants.

#3,936
in Healthcare & Social Assistance (17,684 peers)
+19.6%
assets growth YoY

Arnaldo I. Rosa Torrens Retirement Plan among the smaller filed plans by assets

Arnaldo I. Rosa Torrens Retirement Plan vs every filed plan by assets

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

$1,280,934 26th percentile higher than 26% 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

Arnaldo I. Rosa Torrens 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. Arnaldo I. Rosa Torrens Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Arnaldo I. Rosa Torrens Retirement Plan reported net income rose from -$193K in the plan year 2022 filing to $210K in the plan year 2023 filing.
  • Arnaldo I. Rosa Torrens Retirement Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Arnaldo I. Rosa Torrens Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 583853301 · Arnaldo I. Rosa Torrens PY 2023 · Profit Sharing

Arnaldo I. Rosa Torrens Retirement Plan · $1M · 5 · 26th

  • IND $1M
  • IND 5
  • IND 26th
  • IND Profit Sharing
  • IND near Oaklare Management, Corp. Retirement Plan
  • IND ind #3936

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 →

Arnaldo I. Rosa Torrens Retirement Plan in the asset neighbourhood

Arnaldo I. Rosa Torrens Retirement PlanArnaldo I. Rosa Torrens Reti…$1MOaklare Management, Corp. Retirement PlanOaklare Management, Corp. Re…$1MEagles Wings, LLC Profit Sharing PlanEagles Wings, LLC Profit Sha…$1MCompass Factor, Inc. Profit Sharing PlanCompass Factor, Inc. Profit …$1MFlextrude Aluminum Shapes 401(k) PlanFlextrude Aluminum Shapes 40…$1M
End-of-year total assets ($M) among Arnaldo I. Rosa Torrens Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Arnaldo I. Rosa Torrens multi-year asset trail

Sponsor-wide plan assets over time

All Arnaldo I. Rosa Torrens plans reported in each filing year

Latest sponsor-wide plan assets
$1M 35.52532427453174% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.07M $1.45M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 5 $1M
2024 1 6 $1M

Arnaldo I. Rosa Torrens filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$210K
Employer EIN583853301
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Arnaldo I. Rosa Torrens Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Arnaldo I. Rosa Torrens Retirement Plan, Total assets ($M): 1.280934 · Participants: 5Arnaldo I. Rosa Torrens 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
Arnaldo I. Rosa Torrens Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Arnaldo I. Rosa Torrens Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Oaklare Management, Corp. Retirement Plan in VA ($1M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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.

Frequently Asked Questions

How did Arnaldo I. Rosa Torrens Retirement Plan assets move in 2023?
Arnaldo I. Rosa Torrens Retirement Plan grew sharply - up 19.6% during 2023, from $1M to $1M. Reported net income was $210K.
How have Arnaldo I. Rosa Torrens plan assets changed over time?
Across 3 plan years on file (2022-2024), Arnaldo I. Rosa Torrens's sponsor-wide assets grew 35.5%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Arnaldo I. Rosa Torrens Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Oaklare Management, Corp. Retirement Plan in VA ($1M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Arnaldo I. Rosa Torrens Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A in assets).