Profit Sharing · DOL Form 5500 · 2023

Microsoft Operations Puerto Rico, LLC Profit Sharing Plan

Data updated 2026-08-11

$31M
Total assets
140
Participants
80th
Percentile by assets
$224,536
Avg per participant
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Official DOL plan name: One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan · Sponsored by Microsoft Operations Puerto Rico, LLC · Puerto Rico · Professional & Technical Services

$31M in assets, 140 participants

Microsoft Operations Puerto Rico, LLC's One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan reported $31M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • 80th percentile by assets (of 127,072 plans)
  • #16,345 in Professional & Technical Services (20,321 peers)

Where One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan sits by assets

One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 140 participants (~$224,536/participant), up 21.4% in 2023.

$31M
total plan assets (2023 EOY)
140
covered participants
80th
percentile by assets (of 127,072 plans)
$224,536
avg assets per participant

Where One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan sits by total assets

One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan vs every filed plan by assets

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

$31,435,014 Top 20% higher than 80% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Puerto Rico
Industry
Professional & Technical Services

One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan vs the 2023 asset distribution

By assets, One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan outranks 80% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN980459037
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Microsoft Operations Puerto Rico, LLC)

$24M$26M$28M$30M$32M 20222023 $25.9M $31.4M ▲ +21.4%
Total plan assets by year, all Microsoft Operations Puerto Rico, LLC plans on file
Year Plans Participants Total Assets
2022 1 141 $26M
2023 1 140 $31M

Nearby Profit Sharing Plans in Puerto Rico

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

One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants One Microsoft Puerto…, Total assets ($M): 31.435014 · Participants: 140One Microsoft Puerto…The Retirement and S…, Total assets ($M): 719.343985 · Participants: 2713The Retirement and S…Popular, Inc. Pr Sav…, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Sav…The Savings Plan for…, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for…Hewlett Packard Ente…, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Ente…The Oriental Bank Co…, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Co…
One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare One Microsoft Puerto Rico Retirement Pla… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan assets move in 2023? ▼
One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan grew sharply - up 21.4% during 2023, from $26M to $31M. Reported net income was $6M.
How have Microsoft Operations Puerto Rico, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Microsoft Operations Puerto Rico, LLC's sponsor-wide assets grew 21.4%, from $26M to $31M.
Where does One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan rank by assets among Form 5500 filers? ▼
One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Plasterers Local 67 Pension Trust Fund in MI ($31M, 519 participants).

Next read for One Microsoft Puerto Rico Retirement Pla…

Scale reading

Ways to act on One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan's numbers.

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 980459037.

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.