Profit Sharing · DOL Form 5500 · 2023
Edna L Perez Nanez Profit Sharing Plan
Data updated 2026-08-25
- $636K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $317,901
- Avg per participant High balance/head
Official DOL plan name: Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) · Sponsored by Edna L Perez Nanez · Puerto Rico · Professional & Technical Services
$636K in assets, 2 participants
Edna L Perez Nanez's Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) reported $636K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #3,021 in Professional & Technical Services (20,321 peers)
Edna L Perez Nanez multi-year trail
Edna L Perez Nanez's plans moved +67.9% in assets from 2022 to 2024; this filing shows Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) at $636K / 2 participants.
- #3,021
- in Professional & Technical Services (20,321 peers)
- +29.3%
- assets growth YoY
Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) among the smaller filed plans by assets
Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$635,801 20th percentile higher than 20% 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
Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez 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. Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) reported net income rose from $59K in the plan year 2022 filing to $144K in the plan year 2023 filing.
- Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) end-of-year assets rose from $492K in the plan year 2022 filing to $636K in the plan year 2023 filing.
DOL schedule card
Filing strip 660723809 · Edna L Perez Nanez PY 2023 · Profit Sharing
Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) · $636K · 2 · 20th
- VS-ST $636K
- BOY 2
- SCH 20th
- EBSA Profit Sharing
- PART near Xtra Oil Company Profit Sharing Plan
- TYPE ind #3021
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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →
Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) in the asset neighbourhood
Edna L Perez Nanez multi-year asset trail
Sponsor-wide plan assets over time
All Edna L Perez Nanez plans reported in each filing year
- Latest sponsor-wide plan assets
- $825K 67.86403679167184% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $492K |
| 2023 | 1 | 2 | $636K |
| 2024 | 1 | 2 | $825K |
Edna L Perez Nanez filing trail (2023)
| Total Assets (Beginning of Year) | $492K |
|---|---|
| Net Assets (End of Year) | $636K |
| Net Income | $144K |
| Employer EIN | 660723809 |
| Plan Effective Date | 2008-12-30 |
| 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
Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan)'s out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Xtra Oil Company Profit Sharing Plan in CA ($636K); 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 ($636K here).
- Xtra Oil Company Profit Sharing Plan (CA) $636K · 64
- M.a.D.E. Ventures, Inc. Retirement Plan (NC) $636K · 2
- Hardell Corp. Profit Sharing Plan (MD) $636K · 15
- David D. Walker PC Inc Profit Sharing Plan (VA) $636K · 1
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.