Profit Sharing · DOL Form 5500 · 2023
Bruno Haring and Associates, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $274K
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $19,607
- Avg per participant Low balance/head
Official DOL plan name: Research and Research Profit Sharing Retirement Plan · Sponsored by Bruno Haring and Associates, Inc. · Puerto Rico · Other Services
$274K in assets, 14 participants
Bruno Haring and Associates, Inc.'s Research and Research Profit Sharing Retirement Plan reported $274K in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.
- #2,215 in Other Services (7,857 peers)
What the 2023 filing shows
Research and Research Profit Sharing Retirement Plan holds $274K for 14 participants - about $19,607 per participant, among the smaller plans by assets on file.
- #2,215
- in Other Services (7,857 peers)
- -4.2%
- assets change YoY
The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Research and Research Profit Sharing Retirement Plan among the smaller filed plans by assets
Research and Research Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$274,494 13th percentile higher than 13% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Research and Research Profit Sharing Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Research and Research Profit Sharing Retirement Plan is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Research and Research Profit Sharing Retirement Plan reported net income rose from -$37K in the plan year 2022 filing to -$12K in the plan year 2023 filing.
- Research and Research Profit Sharing Retirement Plan end-of-year assets fell from $287K in the plan year 2022 filing to $274K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 660640900 · Bruno Haring and Associates, Inc. PY 2023 · Profit Sharing
Research and Research Profit Sharing Retirement Plan · $274K · 14 · 13th
- 5500 $274K
- ASSETS 14
- PCT 13th
- EIN Profit Sharing
- RANK near Dob Empire Inc. Retirement Plan
- PHOTO ind #2215
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 Other Services retirement plans → · Plans in Puerto Rico →
Research and Research Profit Sharing Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $287K |
|---|---|
| Net Assets (End of Year) | $274K |
| Net Income | -$12K |
| Employer EIN | 660640900 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bruno Haring and Associates, Inc.)
Sponsor-wide plan assets over time
All Bruno Haring and Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $261K 8.95418747230277% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $287K |
| 2023 | 1 | 14 | $274K |
| 2024 | 1 | 14 | $261K |
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 LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Research and Research Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Dob Empire Inc. Retirement Plan in VA ($274K); by covered participants it is Three Cities Management LLC Retirement Plan in NY (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($274K here).
Similar participant headcount
Nearest other-state filings by covered participants (14 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.