Profit Sharing · DOL Form 5500 · 2023

Pedro N. Aponte Muniz Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pedro N. Aponte Muniz Retirement Plan · Sponsored by Pedro N. Aponte Muniz · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 1 participants

Pedro N. Aponte Muniz's Pedro N. Aponte Muniz Retirement Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,940 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Pedro N. Aponte Muniz Retirement Plan holds $2M for 1 participant - about $1.9M per participant, in the lower half of filed plans by assets.

#4,940
in Healthcare & Social Assistance (17,684 peers)
+0.0%
assets growth YoY

Pedro N. Aponte Muniz Retirement Plan among the smaller filed plans by assets

Pedro N. Aponte Muniz Retirement Plan vs every filed plan by assets

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

$1,859,689 30th percentile higher than 30% 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

Pedro N. Aponte Muniz 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. Pedro N. Aponte Muniz Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pedro N. Aponte Muniz Retirement Plan reported net income rose from -$66K in the plan year 2022 filing to $643 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660588945 · Pedro N. Aponte Muniz PY 2023 · Profit Sharing

Pedro N. Aponte Muniz Retirement Plan · $2M · 1 · 30th

  • TYPE $2M
  • TYPE 1
  • TYPE 30th
  • TYPE Profit Sharing
  • TYPE near John Shekarchi, Esquire Retirement Plan
  • TYPE ind #4940

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 →

Pedro N. Aponte Muniz Retirement Plan in the asset neighbourhood

Pedro N. Aponte Muniz Retirement PlanPedro N. Aponte Muniz Retire…$2MJohn Shekarchi, Esquire Retirement PlanJohn Shekarchi, Esquire Reti…$2MZampino Associates, Inc. Profit Sharing PlanZampino Associates, Inc. Pro…$2MBellon Entertainment, Inc. Cross Tested Profit Sharing PlanBellon Entertainment, Inc. C…$2MQuast, Janke and Company 401(k) PlanQuast, Janke and Company 401…$2M
End-of-year total assets ($M) among Pedro N. Aponte Muniz Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$643
Employer EIN660588945
Plan Effective Date2002-02-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Pedro N. Aponte Muniz)

Sponsor-wide plan assets over time

All Pedro N. Aponte Muniz plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.7580522483036998% vs 2022
2024 filing year
$1.82M$1.83M$1.84M$1.85M$1.86M$1.87M 202220232024 $1.86M $1.83M ▼ -1.6%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Nearby Profit Sharing Plans in Puerto Rico

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

Pedro N. Aponte Muniz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Pedro N. Aponte Muniz Retirement Plan, Total assets ($M): 1.859689 · Participants: 1Pedro N. Aponte Muniz 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
Pedro N. Aponte Muniz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Pedro N. Aponte Muniz Retirement Plan side-by-side with 3 peers →

Pedro N. Aponte Muniz Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is John Shekarchi, Esquire Retirement Plan in RI ($2M); 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 Pedro N. Aponte Muniz Retirement Plan assets move in 2023? ▼
Pedro N. Aponte Muniz Retirement Plan held essentially flat - up 0.0% during 2023, from $2M to $2M. Reported net income was $643.
How have Pedro N. Aponte Muniz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pedro N. Aponte Muniz's sponsor-wide assets declined 1.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Pedro N. Aponte Muniz Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is John Shekarchi, Esquire Retirement Plan in RI ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Pedro N. Aponte Muniz 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 660588945.

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.