Profit Sharing · DOL Form 5500 · 2023
Dr. Francisco Guevara & Sra Vivian Abadia Profit Sharing Plan
Data updated 2026-08-25
- $716K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $143,285
- Avg per participant Near avg balance/head
Official DOL plan name: Guevara-Abadia Retirement Plan Series 97-1541 · Sponsored by Dr. Francisco Guevara & Sra Vivian Abadia · Puerto Rico · Other Services
$716K in assets, 5 participants
Dr. Francisco Guevara & Sra Vivian Abadia's Guevara-Abadia Retirement Plan Series 97-1541 reported $716K in total assets and 5 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.
- #3,441 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Guevara-Abadia Retirement Plan Series 97-1541 ranks #3,441 of 7,857 2023 filers by assets (2801% of the sector average)-$716K for 5 participants.
- #3,441
- in Other Services (7,857 peers)
- +11.8%
- assets growth YoY
Guevara-Abadia Retirement Plan Series 97-1541 among the smaller filed plans by assets
Guevara-Abadia Retirement Plan Series 97-1541 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$716,426 21st percentile higher than 21% 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
Guevara-Abadia Retirement Plan Series 97-1541 among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Guevara-Abadia Retirement Plan Series 97-1541 is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Guevara-Abadia Retirement Plan Series 97-1541 reported net income rose from -$101K in the plan year 2022 filing to $76K in the plan year 2023 filing.
- Guevara-Abadia Retirement Plan Series 97-1541 end-of-year assets rose from $641K in the plan year 2022 filing to $716K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 660577314 · Dr. Francisco Guevara & Sra Vivian Abadia PY 2023 · Profit Sharing
Guevara-Abadia Retirement Plan Series 97-1541 · $716K · 5 · 21st
- IND $716K
- IND 5
- IND 21st
- IND Profit Sharing
- IND near Richards Investment Group Corp. Retirement Plan
- IND ind #3441
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 Other Services retirement plans → · Plans in Puerto Rico →
Guevara-Abadia Retirement Plan Series 97-1541 in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $641K |
|---|---|
| Net Assets (End of Year) | $716K |
| Net Income | $76K |
| Employer EIN | 660577314 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dr. Francisco Guevara & Sra Vivian Abadia)
Sponsor-wide plan assets over time
All Dr. Francisco Guevara & Sra Vivian Abadia plans reported in each filing year
- Latest sponsor-wide plan assets
- $768K 19.836306040603592% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $641K |
| 2023 | 1 | 5 | $716K |
| 2024 | 1 | 5 | $768K |
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
Guevara-Abadia Retirement Plan Series 97-1541's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Richards Investment Group Corp. Retirement Plan in DE ($717K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($716K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.