Profit Sharing · DOL Form 5500 · 2023

Florencio Lao Sam Profit Sharing Plan

Data updated 2026-08-25

$865K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$432,424
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Florencio Lao Sam Retirement Plan · Sponsored by Florencio Lao Sam · Puerto Rico · Other Services

$865K in assets, 2 participants

Florencio Lao Sam's Florencio Lao Sam Retirement Plan reported $865K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,636 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Florencio Lao Sam Retirement Plan ranks #3,636 of 7,857 2023 filers by assets (2321% of the sector average)-$865K for 2 participants.

#3,636
in Other Services (7,857 peers)
+5.8%
assets growth YoY

Florencio Lao Sam Retirement Plan among the smaller filed plans by assets

Florencio Lao Sam Retirement Plan vs every filed plan by assets

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

$864,847 22nd percentile higher than 22% 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

Florencio Lao Sam 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. Florencio Lao Sam Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Florencio Lao Sam Retirement Plan reported net income rose from -$257K in the plan year 2022 filing to $47K in the plan year 2023 filing.
  • Florencio Lao Sam Retirement Plan end-of-year assets rose from $817K in the plan year 2022 filing to $865K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 061286199 · Florencio Lao Sam PY 2023 · Profit Sharing

Florencio Lao Sam Retirement Plan · $865K · 2 · 22nd

  • SCH $865K
  • EBSA 2
  • PART 22nd
  • TYPE Profit Sharing
  • NET near Edt Industrial Resources, Inc. Profit Sharing Plan
  • BOOK ind #3636

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 →

Florencio Lao Sam Retirement Plan in the asset neighbourhood

Florencio Lao Sam Retirement PlanFlorencio Lao Sam Retirement…$865KEdt Industrial Resources, Inc. Profit Sharing PlanEdt Industrial Resources, In…$865KEynon Associates, Inc. Employees' Profit Sharing TrustEynon Associates, Inc. Emplo…$865KR. Inter Chiropractic, LLC Profit Sharing PlanR. Inter Chiropractic, LLC P…$865KCastle Merchandising, Inc. Profit Sharing PlanCastle Merchandising, Inc. P…$865K
End-of-year total assets ($M) among Florencio Lao Sam Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$817K
Net Assets (End of Year)$865K
Net Income$47K
Employer EIN061286199
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Florencio Lao Sam)

Sponsor-wide plan assets over time

All Florencio Lao Sam plans reported in each filing year

Latest sponsor-wide plan assets
$867K 6.0071168456887305% vs 2022
2024 filing year
$0.8M$0.82M$0.84M$0.86M$0.88M 202220232024 $0.82M $0.87M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 2 $817K
2023 1 2 $865K
2024 1 2 $867K

Nearby Profit Sharing Plans in Puerto Rico

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

Florencio Lao Sam Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Florencio Lao Sam Retirement Plan, Total assets ($M): 0.864847 · Participants: 2Florencio Lao Sam 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
Florencio Lao Sam Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Florencio Lao Sam Retirement Plan side-by-side with 3 peers →

Florencio Lao Sam Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Edt Industrial Resources, Inc. Profit Sharing Plan in WI ($865K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Florencio Lao Sam Retirement Plan assets move in 2023? ▼
Florencio Lao Sam Retirement Plan grew at a solid clip - up 5.8% during 2023, from $817K to $865K. Reported net income was $47K.
How have Florencio Lao Sam plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Florencio Lao Sam's sponsor-wide assets grew 6.0%, from $817K to $867K.
Where does Florencio Lao Sam Retirement Plan rank by assets among Form 5500 filers? ▼
Florencio Lao Sam Retirement Plan ranks in the 22nd 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 Florencio Lao Sam Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Edt Industrial Resources, Inc. Profit Sharing Plan in WI ($865K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Florencio Lao Sam Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 061286199.

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.