Profit Sharing · DOL Form 5500 · 2023

Rita La Puerta Negron Profit Sharing Plan

Data updated 2026-08-25

$498K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$498,163
Avg per participant High balance/head
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Official DOL plan name: Rita La Puerta Negron Retirement Plan · Sponsored by Rita La Puerta Negron · Pennsylvania · Healthcare & Social Assistance

$498K in assets, 1 participants

Rita La Puerta Negron's Rita La Puerta Negron Retirement Plan reported $498K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,321 in Healthcare & Social Assistance (17,684 peers)

Rita La Puerta Negron multi-year trail

Rita La Puerta Negron's plans moved +13.2% in assets from 2022 to 2024; this filing shows Rita La Puerta Negron Retirement Plan at $498K / 1 participant.

#2,321
in Healthcare & Social Assistance (17,684 peers)
+9.5%
assets growth YoY

Rita La Puerta Negron Retirement Plan among the smaller filed plans by assets

Rita La Puerta Negron Retirement Plan vs every filed plan by assets

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

$498,163 18th percentile higher than 18% 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

Rita La Puerta Negron 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. Rita La Puerta Negron Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rita La Puerta Negron Retirement Plan reported net income rose from -$89K in the plan year 2022 filing to $43K in the plan year 2023 filing.
  • Rita La Puerta Negron Retirement Plan end-of-year assets rose from $455K in the plan year 2022 filing to $498K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 666036244 · Rita La Puerta Negron PY 2023 · Profit Sharing

Rita La Puerta Negron Retirement Plan · $498K · 1 · 18th

  • EIN $498K
  • RANK 1
  • PHOTO 18th
  • IND Profit Sharing
  • EOY near Desert Springs Family Dentistry PC Profit Sharing Plan & Trust
  • 5500 ind #2321

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 Pennsylvania →

Rita La Puerta Negron Retirement Plan in the asset neighbourhood

Rita La Puerta Negron Retirement PlanRita La Puerta Negron Retire…$498KDesert Springs Family Dentistry PC Profit Sharing Plan & TrustDesert Springs Family Dentis…$498KRl Nielsen, Inc. Retirement PlanRl Nielsen, Inc. Retirement …$498KProfit Sharing Plan & Trust of Heidi W. Tessler MdProfit Sharing Plan & Trust …$498KJose F. Rovira Diaz Profit Sharing Retirement PlanJose F. Rovira Diaz Profit S…$498K
End-of-year total assets ($M) among Rita La Puerta Negron Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Rita La Puerta Negron multi-year asset trail

Sponsor-wide plan assets over time

All Rita La Puerta Negron plans reported in each filing year

Latest sponsor-wide plan assets
$515K 13.157466854749758% vs 2022
2024 filing year
$0.44M$0.46M$0.48M$0.5M$0.52M$0.54M 202220232024 $0.46M $0.52M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 1 $455K
2023 1 1 $498K
2024 1 1 $515K

Rita La Puerta Negron filing trail (2023)

Total Assets (Beginning of Year)$455K
Net Assets (End of Year)$498K
Net Income$43K
Employer EIN666036244
Plan Effective Date2012-11-26
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Rita La Puerta Negron Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Rita La Puerta Negron Retirement Plan, Total assets ($B): 0.000498163 · Participants: 1Rita La Puerta Negron Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Rita La Puerta Negron Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Rita La Puerta Negron Retirement Plan side-by-side with 3 peers →

Rita La Puerta Negron Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Desert Springs Family Dentistry PC Profit Sharing Plan & Trust in AZ ($498K); 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 Rita La Puerta Negron Retirement Plan assets move in 2023? ▼
Rita La Puerta Negron Retirement Plan grew at a solid clip - up 9.5% during 2023, from $455K to $498K. Reported net income was $43K.
How have Rita La Puerta Negron plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rita La Puerta Negron's sponsor-wide assets grew 13.2%, from $455K to $515K.
Where does Rita La Puerta Negron Retirement Plan rank by assets among Form 5500 filers? ▼
Rita La Puerta Negron Retirement Plan ranks in the 18th 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 Rita La Puerta Negron Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Desert Springs Family Dentistry PC Profit Sharing Plan & Trust in AZ ($498K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Rita La Puerta Negron 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 666036244.

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.