Profit Sharing · DOL Form 5500 · 2023
Kenneth W. Brewster Roque Profit Sharing Plan
Data updated 2026-08-25
- $124K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $61,860
- Avg per participant Low balance/head
Official DOL plan name: Brewster & Torrens Retirement Plan · Sponsored by Kenneth W. Brewster Roque · Puerto Rico · Healthcare & Social Assistance
$124K in assets, 2 participants
Kenneth W. Brewster Roque's Brewster & Torrens Retirement Plan reported $124K in total assets and 2 participants 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.
- #923 in Healthcare & Social Assistance (17,684 peers)
Kenneth W. Brewster Roque multi-year trail
Kenneth W. Brewster Roque's plans moved +151.0% in assets from 2022 to 2023; this filing shows Brewster & Torrens Retirement Plan at $124K / 2 participants.
- #923
- in Healthcare & Social Assistance (17,684 peers)
- +151.0%
- assets growth YoY
Brewster & Torrens Retirement Plan among the smaller filed plans by assets
Brewster & Torrens Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$123,719 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
Brewster & Torrens 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. Brewster & Torrens Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brewster & Torrens Retirement Plan reported net income rose from $27K in the plan year 2022 filing to $74K in the plan year 2023 filing.
- Brewster & Torrens Retirement Plan end-of-year assets rose from $49K in the plan year 2022 filing to $124K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 584810450 · Kenneth W. Brewster Roque PY 2023 · Profit Sharing
Brewster & Torrens Retirement Plan · $124K · 2 · 8th
- EOY $124K
- 5500 2
- ASSETS 8th
- PCT Profit Sharing
- EIN near Law Offices of Brent H Blakely Inc Profit Sharing Plan
- RANK ind #923
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 Puerto Rico →
Brewster & Torrens Retirement Plan in the asset neighbourhood
Kenneth W. Brewster Roque multi-year asset trail
Sponsor-wide plan assets over time
All Kenneth W. Brewster Roque plans reported in each filing year
- Latest sponsor-wide plan assets
- $124K 151.01750968815307% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $49K |
| 2023 | 1 | 2 | $124K |
Kenneth W. Brewster Roque filing trail (2023)
| Total Assets (Beginning of Year) | $49K |
|---|---|
| Net Assets (End of Year) | $124K |
| Net Income | $74K |
| Employer EIN | 584810450 |
| Plan Effective Date | 2021-01-01 |
| 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
Brewster & Torrens Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Law Offices of Brent H Blakely Inc Profit Sharing Plan in CA ($124K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); 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.