Profit Sharing · DOL Form 5500 · 2023

Santa M. Merle Ramirez Profit Sharing Plan

Data updated 2026-08-25

$693K
Total assets Small plan by assets
10
Participants Small participant base
21st
Percentile by assets National rank
$69,330
Avg per participant Below avg balance/head
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Official DOL plan name: Santa M. Merle Ramirez Retirement Plan · Sponsored by Santa M. Merle Ramirez · Puerto Rico · Other Services

$693K in assets, 10 participants

Santa M. Merle Ramirez's Santa M. Merle Ramirez Retirement Plan reported $693K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,395 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Santa M. Merle Ramirez Retirement Plan ranks #3,395 of 7,857 2023 filers by assets (2895% of the sector average)-$693K for 10 participants.

#3,395
in Other Services (7,857 peers)
+20.2%
assets growth YoY

Santa M. Merle Ramirez Retirement Plan among the smaller filed plans by assets

Santa M. Merle Ramirez Retirement Plan vs every filed plan by assets

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

$693,296 21st percentile higher than 21% 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

Santa M. Merle Ramirez 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. Santa M. Merle Ramirez Retirement Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Santa M. Merle Ramirez Retirement Plan reported net income rose from -$157K in the plan year 2022 filing to $117K in the plan year 2023 filing.
  • Santa M. Merle Ramirez Retirement Plan end-of-year assets rose from $577K in the plan year 2022 filing to $693K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660757403 · Santa M. Merle Ramirez PY 2023 · Profit Sharing

Santa M. Merle Ramirez Retirement Plan · $693K · 10 · 21st

  • RANK $693K
  • RANK 10
  • RANK 21st
  • RANK Profit Sharing
  • RANK near Alert Plating Company Profit Sharing Plan
  • RANK ind #3395

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 Other Services retirement plans → · Plans in Puerto Rico →

Santa M. Merle Ramirez Retirement Plan in the asset neighbourhood

Santa M. Merle Ramirez Retirement PlanSanta M. Merle Ramirez Retir…$693KAlert Plating Company Profit Sharing PlanAlert Plating Company Profit…$693KDutchman Creek Corporation Retirement PlanDutchman Creek Corporation R…$693KAlajajian Marcoosi Architects, Inc. Profit Sharing PlanAlajajian Marcoosi Architect…$693KStipp Industries Inc. Retirement PlanStipp Industries Inc. Retire…$693K
End-of-year total assets ($M) among Santa M. Merle Ramirez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$577K
Net Assets (End of Year)$693K
Net Income$117K
Employer EIN660757403
Plan Effective Date2006-07-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa M. Merle Ramirez)

Sponsor-wide plan assets over time

All Santa M. Merle Ramirez plans reported in each filing year

Latest sponsor-wide plan assets
$769K 33.397733953752955% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M 202220232024 $0.58M $0.77M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 10 $577K
2023 1 10 $693K
2024 1 10 $769K

Nearby Profit Sharing Plans in Puerto Rico

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

Santa M. Merle Ramirez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Santa M. Merle Ramirez Retirement Plan, Total assets ($M): 0.693296 · Participants: 10Santa M. Merle Ramirez 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
Santa M. Merle Ramirez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Santa M. Merle Ramirez Retirement Plan side-by-side with 3 peers →

Santa M. Merle Ramirez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Alert Plating Company Profit Sharing Plan in CA ($693K); by covered participants it is Dibs Co. Retirement Plan in MA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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.

Frequently Asked Questions

How did Santa M. Merle Ramirez Retirement Plan assets move in 2023? ▼
Santa M. Merle Ramirez Retirement Plan grew sharply - up 20.2% during 2023, from $577K to $693K. Reported net income was $117K.
How have Santa M. Merle Ramirez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa M. Merle Ramirez's sponsor-wide assets grew 33.4%, from $577K to $769K.
Where does Santa M. Merle Ramirez Retirement Plan rank by assets among Form 5500 filers? ▼
Santa M. Merle Ramirez Retirement Plan ranks in the 21st 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 Santa M. Merle Ramirez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Alert Plating Company Profit Sharing Plan in CA ($693K, 146 participants).
Which Profit Sharing plans cover a similar participant headcount to Santa M. Merle Ramirez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dibs Co. Retirement Plan in MA (10 participants, $348K 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 660757403.

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.