Profit Sharing · DOL Form 5500 · 2023
Luis J. Forastieri Maldonado Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $320,748
- Avg per participant High balance/head
Official DOL plan name: Luis J. Forastieri Maldonado Retirement Plan · Sponsored by Luis J. Forastieri Maldonado · Puerto Rico · Other Services
$1M in assets, 4 participants
Luis J. Forastieri Maldonado's Luis J. Forastieri Maldonado Retirement Plan reported $1M in total assets and 4 participants 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.
- #3,986 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Luis J. Forastieri Maldonado Retirement Plan ranks #3,986 of 7,857 2023 filers by assets (1564% of the sector average)-$1M for 4 participants.
- #3,986
- in Other Services (7,857 peers)
- +11.0%
- assets growth YoY
Luis J. Forastieri Maldonado Retirement Plan among the smaller filed plans by assets
Luis J. Forastieri Maldonado Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,282,992 26th percentile higher than 26% 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
Luis J. Forastieri Maldonado 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. Luis J. Forastieri Maldonado Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Luis J. Forastieri Maldonado Retirement Plan reported net income rose from -$185K in the plan year 2022 filing to $127K in the plan year 2023 filing.
- Luis J. Forastieri Maldonado Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 660597528 · Luis J. Forastieri Maldonado PY 2023 · Profit Sharing
Luis J. Forastieri Maldonado Retirement Plan · $1M · 4 · 26th
- BOY $1M
- BOY 4
- BOY 26th
- BOY Profit Sharing
- BOY near Bingenheimer Holdings Inc. Retirement Plan
- BOY ind #3986
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 →
Luis J. Forastieri Maldonado Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $127K |
| Employer EIN | 660597528 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Luis J. Forastieri Maldonado)
Sponsor-wide plan assets over time
All Luis J. Forastieri Maldonado plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 19.291151942973805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 4 | $1M |
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
Luis J. Forastieri Maldonado Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Bingenheimer Holdings Inc. Retirement Plan in VA ($1M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
- Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
- Nomax Inc. Retirement Plan (LA) 4 · 0 off
- Unit Design Inc Ps (LA) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.