Profit Sharing · DOL Form 5500 · 2023

Marieliz Alvarado Davila Profit Sharing Plan

Data updated 2026-08-25

$832K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$416,160
Avg per participant High balance/head
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Official DOL plan name: Marieliz Alvarado Davila Retirement Plan · Sponsored by Marieliz Alvarado Davila · Puerto Rico · Other Services

$832K in assets, 2 participants

Marieliz Alvarado Davila's Marieliz Alvarado Davila Retirement Plan reported $832K 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.

  • #3,600 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Marieliz Alvarado Davila Retirement Plan ranks #3,600 of 7,857 2023 filers by assets (2411% of the sector average)-$832K for 2 participants.

#3,600
in Other Services (7,857 peers)
+8.8%
assets growth YoY

Marieliz Alvarado Davila Retirement Plan among the smaller filed plans by assets

Marieliz Alvarado Davila Retirement Plan vs every filed plan by assets

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

$832,320 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

Marieliz Alvarado Davila 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. Marieliz Alvarado Davila Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marieliz Alvarado Davila Retirement Plan reported net income rose from -$165K in the plan year 2022 filing to $67K in the plan year 2023 filing.
  • Marieliz Alvarado Davila Retirement Plan end-of-year assets rose from $765K in the plan year 2022 filing to $832K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660577281 · Marieliz Alvarado Davila PY 2023 · Profit Sharing

Marieliz Alvarado Davila Retirement Plan · $832K · 2 · 22nd

  • IND $832K
  • IND 2
  • IND 22nd
  • IND Profit Sharing
  • IND near Yankee Tango, Inc. Retirement Plan
  • IND ind #3600

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 →

Marieliz Alvarado Davila Retirement Plan in the asset neighbourhood

Marieliz Alvarado Davila Retirement PlanMarieliz Alvarado Davila Ret…$832KYankee Tango, Inc. Retirement PlanYankee Tango, Inc. Retiremen…$833KPacific Panels, Inc. Profit Sharing PlanPacific Panels, Inc. Profit …$834KOriginal Mechanics Inc. Retirement PlanOriginal Mechanics Inc. Reti…$831KC. Bonner Oates, D.D.S. Profit Sharing Plan and TrustC. Bonner Oates, D.D.S. Prof…$834K
End-of-year total assets ($M) among Marieliz Alvarado Davila Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$765K
Net Assets (End of Year)$832K
Net Income$67K
Employer EIN660577281
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marieliz Alvarado Davila)

Sponsor-wide plan assets over time

All Marieliz Alvarado Davila plans reported in each filing year

Latest sponsor-wide plan assets
$923K 20.641961432650902% vs 2022
2024 filing year
$0.75M$0.8M$0.85M$0.9M$0.95M 202220232024 $0.77M $0.92M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 2 $765K
2023 1 2 $832K
2024 1 2 $923K

Nearby Profit Sharing Plans in Puerto Rico

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

Marieliz Alvarado Davila Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Marieliz Alvarado Davila Retirement Plan, Total assets ($M): 0.83232 · Participants: 2Marieliz Alvarado Davila 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
Marieliz Alvarado Davila Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Marieliz Alvarado Davila Retirement Plan side-by-side with 3 peers →

Marieliz Alvarado Davila Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Yankee Tango, Inc. Retirement Plan in OR ($833K); 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 Marieliz Alvarado Davila Retirement Plan assets move in 2023? ▼
Marieliz Alvarado Davila Retirement Plan grew at a solid clip - up 8.8% during 2023, from $765K to $832K. Reported net income was $67K.
How have Marieliz Alvarado Davila plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marieliz Alvarado Davila's sponsor-wide assets grew 20.6%, from $765K to $923K.
Where does Marieliz Alvarado Davila Retirement Plan rank by assets among Form 5500 filers? ▼
Marieliz Alvarado Davila 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 Marieliz Alvarado Davila Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Yankee Tango, Inc. Retirement Plan in OR ($833K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Marieliz Alvarado Davila 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 660577281.

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.