Profit Sharing · DOL Form 5500 · 2023

Elizabeth Cordero Perez Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: E. Cordero Retirement Plan · Sponsored by Elizabeth Cordero Perez · Wisconsin · Finance & Insurance

$2M in assets, 1 participants

Elizabeth Cordero Perez's E. Cordero Retirement Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,787 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

E. Cordero Retirement Plan holds $2M for 1 participant - about $1.9M per participant, in the lower half of filed plans by assets.

#1,787
in Finance & Insurance (8,869 peers)
-1.0%
assets change YoY

The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

E. Cordero Retirement Plan among the smaller filed plans by assets

E. Cordero Retirement Plan vs every filed plan by assets

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

$1,878,588 30th percentile higher than 30% 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

E. Cordero 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. E. Cordero Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E. Cordero Retirement Plan reported net income fell from $2M in the plan year 2022 filing to -$19K in the plan year 2023 filing.
  • E. Cordero Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 582255024 · Elizabeth Cordero Perez PY 2023 · Profit Sharing

E. Cordero Retirement Plan · $2M · 1 · 30th

  • SCH $2M
  • EBSA 1
  • PART 30th
  • TYPE Profit Sharing
  • NET near A.L. Rubin & Associates Inc. Corp Pension Plan
  • BOOK ind #1787

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

E. Cordero Retirement Plan in the asset neighbourhood

E. Cordero Retirement Plan$2MA.L. Rubin & Associates Inc. Corp Pension PlanA.L. Rubin & Associates Inc.…$2MK.D.G., Inc. Profit Sharing PlanK.D.G., Inc. Profit Sharing …$2MProfit Sharing Plan of Hoovers IncProfit Sharing Plan of Hoove…$2MRichard C. Spinale, D.O., P.C. Profit Sharing Plan and TrustRichard C. Spinale, D.O., P.…$2M
End-of-year total assets ($M) among E. Cordero Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$19K
Employer EIN582255024
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elizabeth Cordero Perez)

Sponsor-wide plan assets over time

All Elizabeth Cordero Perez plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.010164629912% vs 2022
2024 filing year
$1.84M$1.86M$1.88M$1.9M$1.92M 202220232024 $1.9M $1.86M ▼ -2.1%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Nearby Profit Sharing Plans in Wisconsin

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

E. Cordero Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants E. Cordero Retirement Plan, Total assets ($B): 0.001878588 · Participants: 1E. Cordero Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
E. Cordero Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare E. Cordero Retirement Plan side-by-side with 3 peers →

E. Cordero Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is A.L. Rubin & Associates Inc. Corp Pension Plan in NY ($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 E. Cordero Retirement Plan assets move in 2023? ▼
E. Cordero Retirement Plan edged down modestly - down 1.0% during 2023, from $2M to $2M. Reported net income was -$19K.
How have Elizabeth Cordero Perez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elizabeth Cordero Perez's sponsor-wide assets declined 2.0%, from $2M to $2M.
Which Profit Sharing plans are similar in size to E. Cordero Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is A.L. Rubin & Associates Inc. Corp Pension Plan in NY ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to E. Cordero 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 582255024.

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.