Profit Sharing · DOL Form 5500 · 2023

Ana Rosa Suarez Pesante Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
26th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: A. Suarez-Pesante Retirement Plan · Sponsored by Ana Rosa Suarez Pesante · Puerto Rico · Professional & Technical Services

$1M in assets, 1 participants

Ana Rosa Suarez Pesante's A. Suarez-Pesante Retirement Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,308 in Professional & Technical Services (20,321 peers)

Ana Rosa Suarez Pesante multi-year trail

Ana Rosa Suarez Pesante's plans moved +1285.7% in assets from 2022 to 2024; this filing shows A. Suarez-Pesante Retirement Plan at $1M / 1 participant.

#4,308
in Professional & Technical Services (20,321 peers)
+1149.8%
assets growth YoY

A. Suarez-Pesante Retirement Plan among the smaller filed plans by assets

A. Suarez-Pesante Retirement Plan vs every filed plan by assets

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

$1,270,881 26th percentile higher than 26% 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

A. Suarez-Pesante 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. A. Suarez-Pesante Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A. Suarez-Pesante Retirement Plan reported net income rose from -$10K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • A. Suarez-Pesante Retirement Plan end-of-year assets rose from $102K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 599014864 · Ana Rosa Suarez Pesante PY 2023 · Profit Sharing

A. Suarez-Pesante Retirement Plan · $1M · 1 · 26th

  • PCT $1M
  • EIN 1
  • RANK 26th
  • PHOTO Profit Sharing
  • IND near Sarah Moore Bostwick Employee Profit Sharing Plan and Trust
  • EOY ind #4308

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 →

A. Suarez-Pesante Retirement Plan in the asset neighbourhood

A. Suarez-Pesante Retirement PlanA. Suarez-Pesante Retirement…$1MSarah Moore Bostwick Employee Profit Sharing Plan and TrustSarah Moore Bostwick Employe…$1MPlainwell Ice Cream Co., Inc. Profit-Sharing PlanPlainwell Ice Cream Co., Inc…$1MJennifer Lien Woodside Dds PC Profit Sharing PlanJennifer Lien Woodside Dds P…$1MEast Coast Flavor Restaurant Group Inc. Retirement PlanEast Coast Flavor Restaurant…$1M
End-of-year total assets ($M) among A. Suarez-Pesante Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ana Rosa Suarez Pesante multi-year asset trail

Sponsor-wide plan assets over time

All Ana Rosa Suarez Pesante plans reported in each filing year

Latest sponsor-wide plan assets
$1M 1285.6766351647702% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.1M $1.41M ▲ +1310.0%
Year Plans Participants Total Assets
2022 1 1 $102K
2023 1 1 $1M
2024 1 1 $1M

Ana Rosa Suarez Pesante filing trail (2023)

Total Assets (Beginning of Year)$102K
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN599014864
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

A. Suarez-Pesante Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants A. Suarez-Pesante Retirement Plan, Total assets ($M): 1.270881 · Participants: 1A. Suarez-Pesante 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
A. Suarez-Pesante Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare A. Suarez-Pesante Retirement Plan side-by-side with 3 peers →

A. Suarez-Pesante Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Sarah Moore Bostwick Employee Profit Sharing Plan and Trust in OR ($1M); 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 A. Suarez-Pesante Retirement Plan assets move in 2023? ▼
A. Suarez-Pesante Retirement Plan surged - up 1149.8% during 2023, from $102K to $1M. Reported net income was $1M.
How have Ana Rosa Suarez Pesante plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ana Rosa Suarez Pesante's sponsor-wide assets grew 1285.7%, from $102K to $1M.
Which Profit Sharing plans are similar in size to A. Suarez-Pesante Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sarah Moore Bostwick Employee Profit Sharing Plan and Trust in OR ($1M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to A. Suarez-Pesante 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 599014864.

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.