Profit Sharing · DOL Form 5500 · 2023
Microsoft Operations Puerto Rico, LLC Profit Sharing Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 140
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $224,536
- Avg per participant Above avg balance/head
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.
- #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.
- #16,345
- in Professional & Technical Services (20,321 peers)
- +21.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan sits mid-pack in the medium band (140 participants).
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.
EBSA filing schedule strip
Filing strip 980459037 · Microsoft Operations Puerto Rico, LLC PY 2023 · Profit Sharing
One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan · $31M · 140 · 80th
- VS-ST $31M
- BOY 140
- SCH 80th
- EBSA Profit Sharing
- PART near Plasterers Local 67 Pension Trust Fund
- TYPE ind #16345
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 →
One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $6M |
| Employer EIN | 980459037 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Microsoft Operations Puerto Rico, LLC)
Sponsor-wide plan assets over time
All Microsoft Operations Puerto Rico, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 21.364028374345104% vs 2022
- 2023 filing year
| 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.
- 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
One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Plasterers Local 67 Pension Trust Fund in MI ($31M); by covered participants it is Samaritan Bethany, Inc. 403(b) Retirement Plan in MN (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 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.