Profit Sharing · DOL Form 5500 · 2023

Maria H. Berrocal Fernandez Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
33rd
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: Maria H. Berrocal Retirement Plan · Sponsored by Maria H. Berrocal Fernandez · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 1 participants

Maria H. Berrocal Fernandez's Maria H. Berrocal Retirement Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,744 in Healthcare & Social Assistance (17,684 peers)

Maria H. Berrocal Fernandez multi-year trail

Maria H. Berrocal Fernandez's plans moved +25.9% in assets from 2022 to 2024; this filing shows Maria H. Berrocal Retirement Plan at $2M / 1 participant.

#5,744
in Healthcare & Social Assistance (17,684 peers)
+14.7%
assets growth YoY

Maria H. Berrocal Retirement Plan among the smaller filed plans by assets

Maria H. Berrocal Retirement Plan vs every filed plan by assets

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

$2,429,668 33rd percentile higher than 33% 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

Maria H. Berrocal 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. Maria H. Berrocal Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Maria H. Berrocal Retirement Plan reported net income rose from -$418K in the plan year 2022 filing to $311K in the plan year 2023 filing.
  • Maria H. Berrocal 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 660610114 · Maria H. Berrocal Fernandez PY 2023 · Profit Sharing

Maria H. Berrocal Retirement Plan · $2M · 1 · 33rd

  • ASSETS $2M
  • PCT 1
  • EIN 33rd
  • RANK Profit Sharing
  • PHOTO near R.M. & M.R. Stetzel D.D.S., Inc. Employees Profit-Sharing Plan
  • IND ind #5744

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 →

Maria H. Berrocal Retirement Plan in the asset neighbourhood

Maria H. Berrocal Retirement PlanMaria H. Berrocal Retirement…$2MR.M. & M.R. Stetzel D.D.S., Inc. Employees Profit-Sharing PlanR.M. & M.R. Stetzel D.D.S., …$2MStephen K. Kurumada, D.D.S., Inc. Profit Sharing PlanStephen K. Kurumada, D.D.S.,…$2MSjc Business Management Inc Profit Sharing PlanSjc Business Management Inc …$2MDaniel J. Guarino Insurance Agency, Inc. Profit Sharing PlanDaniel J. Guarino Insurance …$2M
End-of-year total assets ($M) among Maria H. Berrocal Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Maria H. Berrocal Fernandez multi-year asset trail

Sponsor-wide plan assets over time

All Maria H. Berrocal Fernandez plans reported in each filing year

Latest sponsor-wide plan assets
$3M 25.942340702358003% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.12M $2.67M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $3M

Maria H. Berrocal Fernandez filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$311K
Employer EIN660610114
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Maria H. Berrocal Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Maria H. Berrocal Retirement Plan, Total assets ($M): 2.429668 · Participants: 1Maria H. Berrocal 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
Maria H. Berrocal Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Maria H. Berrocal Retirement Plan side-by-side with 3 peers →

Maria H. Berrocal Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is R.M. & M.R. Stetzel D.D.S., Inc. Employees Profit-Sharing Plan in IN ($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 Maria H. Berrocal Retirement Plan assets move in 2023? ▼
Maria H. Berrocal Retirement Plan grew at a solid clip - up 14.7% during 2023, from $2M to $2M. Reported net income was $311K.
How have Maria H. Berrocal Fernandez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Maria H. Berrocal Fernandez's sponsor-wide assets grew 25.9%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Maria H. Berrocal Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is R.M. & M.R. Stetzel D.D.S., Inc. Employees Profit-Sharing Plan in IN ($2M, 15 participants).
Which Profit Sharing plans cover a similar participant headcount to Maria H. Berrocal 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 660610114.

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.