Profit Sharing · DOL Form 5500 · 2023

Carlos Acosta Anadon Profit Sharing Plan

Data updated 2026-08-25

$713K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$237,730
Avg per participant Above avg balance/head
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Official DOL plan name: Carlos Acosta Anadon Profit Sharing Plan · Sponsored by Carlos Acosta Anadon · Puerto Rico · Healthcare & Social Assistance

$713K in assets, 3 participants

Carlos Acosta Anadon's Carlos Acosta Anadon Profit Sharing Plan reported $713K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,875 in Healthcare & Social Assistance (17,684 peers)

Carlos Acosta Anadon multi-year trail

Carlos Acosta Anadon's plans moved +56.4% in assets from 2022 to 2024; this filing shows Carlos Acosta Anadon Profit Sharing Plan at $713K / 3 participants.

#2,875
in Healthcare & Social Assistance (17,684 peers)
+43.4%
assets growth YoY

Carlos Acosta Anadon Profit Sharing Plan among the smaller filed plans by assets

Carlos Acosta Anadon Profit Sharing Plan vs every filed plan by assets

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

$713,191 21st percentile higher than 21% 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

Carlos Acosta Anadon Profit Sharing 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 Acosta Anadon Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carlos Acosta Anadon Profit Sharing Plan reported net income rose from -$270K in the plan year 2022 filing to $216K in the plan year 2023 filing.
  • Carlos Acosta Anadon Profit Sharing Plan end-of-year assets rose from $497K in the plan year 2022 filing to $713K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660409605 · Carlos Acosta Anadon PY 2023 · Profit Sharing

Carlos Acosta Anadon Profit Sharing Plan · $713K · 3 · 21st

  • PART $713K
  • TYPE 3
  • NET 21st
  • BOOK Profit Sharing
  • VS-ST near Chizuko Hamada Keogh Plan
  • BOY ind #2875

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 Acosta Anadon Profit Sharing Plan in the asset neighbourhood

Carlos Acosta Anadon Profit Sharing PlanCarlos Acosta Anadon Profit …$713KChizuko Hamada Keogh Plan$713KPr Appleton West Inc. Retirement PlanPr Appleton West Inc. Retire…$712KEmpellor Marketing Systems, Inc. Profit Sharing PlanEmpellor Marketing Systems, …$714KSoller-Krajicek, Inc. Profit Sharing PlanSoller-Krajicek, Inc. Profit…$712K
End-of-year total assets ($M) among Carlos Acosta Anadon Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Carlos Acosta Anadon multi-year asset trail

Sponsor-wide plan assets over time

All Carlos Acosta Anadon plans reported in each filing year

Latest sponsor-wide plan assets
$778K 56.375446181690215% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.5M $0.78M ▲ +56.0%
Year Plans Participants Total Assets
2022 1 3 $497K
2023 1 3 $713K
2024 1 3 $778K

Carlos Acosta Anadon filing trail (2023)

Total Assets (Beginning of Year)$497K
Net Assets (End of Year)$713K
Net Income$216K
Employer EIN660409605
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Carlos Acosta Anadon Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Carlos Acosta Anadon Profit Sharing Plan, Total assets ($M): 0.713191 · Participants: 3Carlos Acosta Anadon Profit Sharing 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
Carlos Acosta Anadon Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Carlos Acosta Anadon Profit Sharing Plan side-by-side with 3 peers →

Carlos Acosta Anadon Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Chizuko Hamada Keogh Plan in CA ($713K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($713K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Carlos Acosta Anadon Profit Sharing Plan assets move in 2023? ▼
Carlos Acosta Anadon Profit Sharing Plan surged - up 43.4% during 2023, from $497K to $713K. Reported net income was $216K.
How have Carlos Acosta Anadon plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlos Acosta Anadon's sponsor-wide assets grew 56.4%, from $497K to $778K.
Where does Carlos Acosta Anadon Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carlos Acosta Anadon Profit Sharing Plan ranks in the 21st 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 Carlos Acosta Anadon Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Chizuko Hamada Keogh Plan in CA ($713K, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Carlos Acosta Anadon Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 660409605.

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.