Profit Sharing · DOL Form 5500 · 2022

Malley Tamargo & Melendez-Sauri LLC Profit Sharing Plan

Data updated 2026-08-25

$997K
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$996,677
Avg per participant High balance/head
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Official DOL plan name: Malley Tamargo & Melendez-Sauri LLC, Retirement Plan · Sponsored by Malley Tamargo & Melendez-Sauri LLC · Puerto Rico · Professional & Technical Services

$997K in assets, 1 participants

Malley Tamargo & Melendez-Sauri LLC's Malley Tamargo & Melendez-Sauri LLC, Retirement Plan reported $997K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,555 in Professional & Technical Services (21,562 peers)

Malley Tamargo & Melendez-Sauri LLC multi-year trail

Malley Tamargo & Melendez-Sauri LLC's plans moved +24.4% in assets from 2022 to 2024; this filing shows Malley Tamargo & Melendez-Sauri LLC, Retirement Plan at $997K / 1 participant.

#4,555
in Professional & Technical Services (21,562 peers)
+10.5%
assets growth YoY

Malley Tamargo & Melendez-Sauri LLC, Retirement Plan among the smaller filed plans by assets

Malley Tamargo & Melendez-Sauri LLC, Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$996,677 25th percentile higher than 25% of 139,123 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 2022

Malley Tamargo & Melendez-Sauri LLC, Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Malley Tamargo & Melendez-Sauri LLC, Retirement Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 660751632 · Malley Tamargo & Melendez-Sauri LLC PY 2022 · Profit Sharing

Malley Tamargo & Melendez-Sauri LLC, Retirement Plan · $997K · 1 · 25th

  • BOOK $997K
  • VS-ST 1
  • BOY 25th
  • SCH Profit Sharing
  • EBSA near Inner Parish Security Corporation Retirement Plan
  • PART ind #4555

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Malley Tamargo & Melendez-Sauri LLC, Retirement Plan in the asset neighbourhood

Malley Tamargo & Melendez-Sauri LLC, Retirement PlanMalley Tamargo & Melendez-Sa…$997KInner Parish Security Corporation Retirement PlanInner Parish Security Corpor…$996KNexten Inc. Retirement Plan$996KSharon Ragland-Keys Enterprises, Inc. Profit Sharing PlanSharon Ragland-Keys Enterpri…$997K360 Ventures Inc. Profit Sharing Plan360 Ventures Inc. Profit Sha…$997K
End-of-year total assets ($M) among Malley Tamargo & Melendez-Sauri LLC, Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Malley Tamargo & Melendez-Sauri LLC multi-year asset trail

Sponsor-wide plan assets over time

All Malley Tamargo & Melendez-Sauri LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 24.37208844991908% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $1M $1.24M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 1 $997K
2023 1 1 $1M
2024 1 1 $1M

Malley Tamargo & Melendez-Sauri LLC filing trail (2022)

Total Assets (Beginning of Year)$902K
Net Assets (End of Year)$997K
Net Income$95K
Employer EIN660751632
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Malley Tamargo & Melendez-Sauri LLC, Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Malley Tamargo & Melendez-Sauri LLC, Retirement Plan, Total assets ($M): 0.996677 · Participants: 1Malley Tamargo & Melendez-Sauri LLC, Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
Malley Tamargo & Melendez-Sauri LLC, Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Malley Tamargo & Melendez-Sauri LLC, Retirement Plan side-by-side with 3 peers →

Malley Tamargo & Melendez-Sauri LLC, Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Inner Parish Security Corporation Retirement Plan in LA ($996K); 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 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Malley Tamargo & Melendez-Sauri LLC, Retirement Plan assets move in 2022? ▼
Malley Tamargo & Melendez-Sauri LLC, Retirement Plan grew at a solid clip - up 10.5% during 2022, from $902K to $997K. Reported net income was $95K.
How have Malley Tamargo & Melendez-Sauri LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Malley Tamargo & Melendez-Sauri LLC's sponsor-wide assets grew 24.4%, from $997K to $1M.
Where does Malley Tamargo & Melendez-Sauri LLC, Retirement Plan rank by assets among Form 5500 filers? ▼
Malley Tamargo & Melendez-Sauri LLC, Retirement Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Malley Tamargo & Melendez-Sauri LLC, Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Inner Parish Security Corporation Retirement Plan in LA ($996K, 135 participants).
Which Profit Sharing plans cover a similar participant headcount to Malley Tamargo & Melendez-Sauri LLC, 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, $272K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660751632.

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.