Profit Sharing · DOL Form 5500 · 2023
Neftali Ocasio Salgado Profit Sharing Plan
Data updated 2026-08-25
- $137K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $137,452
- Avg per participant Near avg balance/head
Official DOL plan name: N. Ocasio Salgado Retirement Plan · Sponsored by Neftali Ocasio Salgado · Puerto Rico · Finance & Insurance
$137K in assets, 1 participants
Neftali Ocasio Salgado's N. Ocasio Salgado Retirement Plan reported $137K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #421 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
N. Ocasio Salgado Retirement Plan holds $137K for 1 participant - about $137,452 per participant, among the smaller plans by assets on file.
- #421
- in Finance & Insurance (8,869 peers)
- $137K
- reported net income
N. Ocasio Salgado Retirement Plan among the smaller filed plans by assets
N. Ocasio Salgado Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$137,452 8th percentile higher than 8% 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
N. Ocasio Salgado 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. N. Ocasio Salgado Retirement Plan is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 581213594 · Neftali Ocasio Salgado PY 2023 · Profit Sharing
N. Ocasio Salgado Retirement Plan · $137K · 1 · 8th
- TYPE $137K
- NET 1
- BOOK 8th
- VS-ST Profit Sharing
- BOY near Horizon Pool Services, Inc. Retirement Plan
- SCH ind #421
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 Puerto Rico →
N. Ocasio Salgado Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $137K |
| Net Income | $137K |
| Employer EIN | 581213594 |
| Plan Effective Date | 2023-01-01 |
| 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
N. Ocasio Salgado Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Horizon Pool Services, Inc. Retirement Plan in GA ($137K); 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 ($137K 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.