Profit Sharing · DOL Form 5500 · 2023

Maria a. Uzcategui Santos Profit Sharing Plan

Data updated 2026-08-25

$29K
Total assets Small plan by assets
1
Participants Small participant base
3rd
Percentile by assets National rank
$28,859
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: M. Uzcategui Santos Retirement Plan · Sponsored by Maria a. Uzcategui Santos · Puerto Rico · Healthcare & Social Assistance

$29K in assets, 1 participants

Maria a. Uzcategui Santos's M. Uzcategui Santos Retirement Plan reported $29K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 3rd 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.

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

What the 2023 filing shows

M. Uzcategui Santos Retirement Plan holds $29K for 1 participant - about $28,859 per participant, among the smaller plans by assets on file.

#317
in Healthcare & Social Assistance (17,684 peers)
+3.4%
assets growth YoY

M. Uzcategui Santos Retirement Plan among the smaller filed plans by assets

M. Uzcategui Santos Retirement Plan vs every filed plan by assets

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

$28,859 3rd percentile higher than 3% 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

M. Uzcategui Santos 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. M. Uzcategui Santos Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M. Uzcategui Santos Retirement Plan reported net income fell from $3K in the plan year 2022 filing to $957 in the plan year 2023 filing.
  • M. Uzcategui Santos Retirement Plan end-of-year assets rose from $28K in the plan year 2022 filing to $29K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 598122963 · Maria a. Uzcategui Santos PY 2023 · Profit Sharing

M. Uzcategui Santos Retirement Plan · $29K · 1 · 3rd

  • ASSETS $29K
  • ASSETS 1
  • ASSETS 3rd
  • ASSETS Profit Sharing
  • ASSETS near Edwin H. Smith & Sons, Profit Sharing Plan and Trust
  • ASSETS ind #317

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 →

M. Uzcategui Santos Retirement Plan in the asset neighbourhood

M. Uzcategui Santos Retirement PlanM. Uzcategui Santos Retireme…$29KEdwin H. Smith & Sons, Profit Sharing Plan and TrustEdwin H. Smith & Sons, Profi…$29KJbe Services Corp. Retirement PlanJbe Services Corp. Retiremen…$29KDeep Harbor, Inc. Profit Sharing PlanDeep Harbor, Inc. Profit Sha…$29KMegmel Enterprises, Inc. Profit Sharing PlanMegmel Enterprises, Inc. Pro…$29K
End-of-year total assets ($M) among M. Uzcategui Santos Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$28K
Net Assets (End of Year)$29K
Net Income$957
Employer EIN598122963
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Maria a. Uzcategui Santos)

Sponsor-wide plan assets over time

All Maria a. Uzcategui Santos plans reported in each filing year

Latest sponsor-wide plan assets
$30K 7.6840369865959435% vs 2022
2024 filing year
$0.03M 202220232024 $0.03M $0.03M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $28K
2023 1 1 $29K
2024 1 1 $30K

Nearby Profit Sharing Plans in Puerto Rico

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

M. Uzcategui Santos Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants M. Uzcategui Santos Retirement Plan, Total assets ($M): 0.028859 · Participants: 1M. Uzcategui Santos Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
M. Uzcategui Santos Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare M. Uzcategui Santos Retirement Plan side-by-side with 3 peers →

M. Uzcategui Santos Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Edwin H. Smith & Sons, Profit Sharing Plan and Trust in CA ($29K); 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 M. Uzcategui Santos Retirement Plan assets move in 2023? ▼
M. Uzcategui Santos Retirement Plan edged up modestly - up 3.4% during 2023, from $28K to $29K. Reported net income was $957.
How have Maria a. Uzcategui Santos plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Maria a. Uzcategui Santos's sponsor-wide assets grew 7.7%, from $28K to $30K.
Where does M. Uzcategui Santos Retirement Plan rank by assets among Form 5500 filers? ▼
M. Uzcategui Santos Retirement Plan ranks in the 3rd 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 M. Uzcategui Santos Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Edwin H. Smith & Sons, Profit Sharing Plan and Trust in CA ($29K, 23 participants).
Which Profit Sharing plans cover a similar participant headcount to M. Uzcategui Santos 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 598122963.

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.