Profit Sharing · DOL Form 5500 · 2023
Carlos J. Estrada Md, Psc 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
- $2.5M
- Avg per participant High balance/head
Official DOL plan name: Carlos J. Estrada Md Retirement Plan · Sponsored by Carlos J. Estrada Md, Psc · Puerto Rico · Healthcare & Social Assistance
$2M in assets, 1 participants
Carlos J. Estrada Md, Psc's Carlos J. Estrada Md 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.
- #5,824 in Healthcare & Social Assistance (17,684 peers)
Carlos J. Estrada Md, Psc multi-year trail
Carlos J. Estrada Md, Psc's plans moved +49.6% in assets from 2022 to 2024; this filing shows Carlos J. Estrada Md Retirement Plan at $2M / 1 participant.
- #5,824
- in Healthcare & Social Assistance (17,684 peers)
- +44.0%
- assets growth YoY
Carlos J. Estrada Md Retirement Plan among the smaller filed plans by assets
Carlos J. Estrada Md Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,495,012 33rd percentile higher than 33% 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
Carlos J. Estrada Md 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. Carlos J. Estrada Md Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carlos J. Estrada Md Retirement Plan reported net income rose from $19K in the plan year 2022 filing to $763K in the plan year 2023 filing.
- Carlos J. Estrada Md Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 660688278 · Carlos J. Estrada Md, Psc PY 2023 · Profit Sharing
Carlos J. Estrada Md Retirement Plan · $2M · 1 · 33rd
- IND $2M
- IND 1
- IND 33rd
- IND Profit Sharing
- IND near Eye Care Center of Lake County, Ltd. Profit Sharing Plan and Trust
- IND ind #5824
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 →
Carlos J. Estrada Md Retirement Plan in the asset neighbourhood
Carlos J. Estrada Md, Psc multi-year asset trail
Sponsor-wide plan assets over time
All Carlos J. Estrada Md, Psc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 49.602521328546196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $3M |
Carlos J. Estrada Md, Psc filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $763K |
| Employer EIN | 660688278 |
| Plan Effective Date | 2007-02-01 |
| Filing Status | FILING RECEIVED |
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
Carlos J. Estrada Md Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Eye Care Center of Lake County, Ltd. Profit Sharing Plan and Trust in IL ($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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
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.