Profit Sharing · DOL Form 5500 · 2023

Dr. Alberto Zamot Carmona Profit Sharing Plan

Data updated 2026-08-25

$965K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$482,310
Avg per participant High balance/head
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Official DOL plan name: Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan · Sponsored by Dr. Alberto Zamot Carmona · Puerto Rico · Healthcare & Social Assistance

$965K in assets, 2 participants

Dr. Alberto Zamot Carmona's Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan reported $965K in total assets and 2 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.

  • #3,381 in Healthcare & Social Assistance (17,684 peers)

Dr. Alberto Zamot Carmona multi-year trail

Dr. Alberto Zamot Carmona's plans moved +216.6% in assets from 2022 to 2024; this filing shows Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan at $965K / 2 participants.

#3,381
in Healthcare & Social Assistance (17,684 peers)
+130.9%
assets growth YoY

Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan among the smaller filed plans by assets

Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan vs every filed plan by assets

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

$964,619 23rd percentile higher than 23% 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

Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia 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. Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan reported net income rose from -$118K in the plan year 2022 filing to $547K in the plan year 2023 filing.
  • Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan end-of-year assets rose from $418K in the plan year 2022 filing to $965K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660844470 · Dr. Alberto Zamot Carmona PY 2023 · Profit Sharing

Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan · $965K · 2 · 23rd

  • SCH $965K
  • EBSA 2
  • PART 23rd
  • TYPE Profit Sharing
  • NET near Dudziak Corporation Retirement Plan
  • BOOK ind #3381

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 →

Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan in the asset neighbourhood

Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement PlanDr. Alberto Zamot Carmona & …$965KDudziak Corporation Retirement PlanDudziak Corporation Retireme…$965KOn the Wire Inc. Retirement PlanOn the Wire Inc. Retirement …$964KS. Ismail Bokhari, M.D., P.C. Profit Sharing PlanS. Ismail Bokhari, M.D., P.C…$964KSam Goldberger, M.D. Profit Sharing PlanSam Goldberger, M.D. Profit …$964K
End-of-year total assets ($M) among Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Dr. Alberto Zamot Carmona multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Alberto Zamot Carmona plans reported in each filing year

Latest sponsor-wide plan assets
$1M 216.59293412428244% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.42M $1.32M ▲ +214.3%
Year Plans Participants Total Assets
2022 1 2 $418K
2023 1 2 $965K
2024 1 2 $1M

Dr. Alberto Zamot Carmona filing trail (2023)

Total Assets (Beginning of Year)$418K
Net Assets (End of Year)$965K
Net Income$547K
Employer EIN660844470
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan, Total assets ($M): 0.964619 · Participants: 2Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia 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
Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Dudziak Corporation Retirement Plan in CA ($965K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($965K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan assets move in 2023?
Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan surged - up 130.9% during 2023, from $418K to $965K. Reported net income was $547K.
How have Dr. Alberto Zamot Carmona plan assets changed over time?
Across 3 plan years on file (2022-2024), Dr. Alberto Zamot Carmona's sponsor-wide assets grew 216.6%, from $418K to $1M.
Where does Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan rank by assets among Form 5500 filers?
Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan ranks in the 23rd 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 Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Dudziak Corporation Retirement Plan in CA ($965K, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Dr. Alberto Zamot Carmona & Dra. Lilliam Ramirez Garcia Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).