Profit Sharing · DOL Form 5500 · 2022

Carlos a. Picaporte Adanez Profit Sharing Plan

Data updated 2026-08-25

$339K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$339,442
Avg per participant High balance/head
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Official DOL plan name: C. Picaporte Adanez Retirement Plan · Sponsored by Carlos a. Picaporte Adanez · Puerto Rico · Wholesale Trade

$339K in assets, 1 participants

Carlos a. Picaporte Adanez's C. Picaporte Adanez Retirement Plan reported $339K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #482 in Wholesale Trade (6,843 peers)

2022 asset change

C. Picaporte Adanez Retirement Plan pulled back noticeably 12.2% in 2022 ($386K → $339K) for 1 participant.

#482
in Wholesale Trade (6,843 peers)
-12.2%
assets change YoY

The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

C. Picaporte Adanez Retirement Plan among the smaller filed plans by assets

C. Picaporte Adanez Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$339,442 15th percentile higher than 15% of 139,123 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 2022

C. Picaporte Adanez Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. C. Picaporte Adanez Retirement Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 597011601 · Carlos a. Picaporte Adanez PY 2022 · Profit Sharing

C. Picaporte Adanez Retirement Plan · $339K · 1 · 15th

  • VS-ST $339K
  • BOY 1
  • SCH 15th
  • EBSA Profit Sharing
  • PART near Lala & Fam, Inc. Profit Sharing Plan
  • TYPE ind #482

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 Wholesale Trade retirement plans → · Plans in Puerto Rico →

C. Picaporte Adanez Retirement Plan in the asset neighbourhood

C. Picaporte Adanez Retirement PlanC. Picaporte Adanez Retireme…$339KLala & Fam, Inc. Profit Sharing PlanLala & Fam, Inc. Profit Shar…$339KDsra Holdings Corporation Retirement PlanDsra Holdings Corporation Re…$339KGerm Busters Inc. Retirement PlanGerm Busters Inc. Retirement…$339KMy Happy Place Ventures Inc. Retirement PlanMy Happy Place Ventures Inc.…$340K
End-of-year total assets ($M) among C. Picaporte Adanez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Carlos a. Picaporte Adanez years around the 2022 move

Sponsor-wide plan assets over time

All Carlos a. Picaporte Adanez plans reported in each filing year

Latest sponsor-wide plan assets
$366K 7.877634470690133% vs 2022
2023 filing year
$0.33M$0.34M$0.35M$0.36M$0.37M$0.38M 20222023 $0.34M $0.37M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 1 $339K
2023 1 1 $366K

2022 asset-move particulars

Total Assets (Beginning of Year)$386K
Net Assets (End of Year)$339K
Net Income-$47K
Employer EIN597011601
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

C. Picaporte Adanez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants C. Picaporte Adanez Retirement Plan, Total assets ($M): 0.339442 · Participants: 1C. Picaporte Adanez Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
C. Picaporte Adanez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare C. Picaporte Adanez Retirement Plan side-by-side with 3 peers →

C. Picaporte Adanez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Lala & Fam, Inc. Profit Sharing Plan in TX ($339K); 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 ($339K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did C. Picaporte Adanez Retirement Plan assets move in 2022? ▼
C. Picaporte Adanez Retirement Plan pulled back noticeably - down 12.2% during 2022, from $386K to $339K. Reported net income was -$47K.
How have Carlos a. Picaporte Adanez plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Carlos a. Picaporte Adanez's sponsor-wide assets grew 7.9%, from $339K to $366K.
Where does C. Picaporte Adanez Retirement Plan rank by assets among Form 5500 filers? ▼
C. Picaporte Adanez Retirement Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to C. Picaporte Adanez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lala & Fam, Inc. Profit Sharing Plan in TX ($339K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to C. Picaporte Adanez 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, $272K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 597011601.

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.