Profit Sharing · DOL Form 5500 · 2022

Santiago Ramos Segarra Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$390,151
Avg per participant High balance/head
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Official DOL plan name: Santiago Ramos Segarra Retirement Plan · Sponsored by Santiago Ramos Segarra · Puerto Rico · Finance & Insurance

$1M in assets, 3 participants

Santiago Ramos Segarra's Santiago Ramos Segarra Retirement Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,645 in Finance & Insurance (9,261 peers)

2022 asset change

Santiago Ramos Segarra Retirement Plan pulled back noticeably 10.8% in 2022 ($1M → $1M) for 3 participants.

#1,645
in Finance & Insurance (9,261 peers)
-10.8%
assets change YoY

The plan reported a net loss of $142K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Santiago Ramos Segarra Retirement Plan among the smaller filed plans by assets

Santiago Ramos Segarra Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,170,453 27th percentile higher than 27% of 139,123 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 2022

Santiago Ramos Segarra Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Santiago Ramos Segarra Retirement Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 582944969 · Santiago Ramos Segarra PY 2022 · Profit Sharing

Santiago Ramos Segarra Retirement Plan · $1M · 3 · 27th

  • SCH $1M
  • SCH 3
  • SCH 27th
  • SCH Profit Sharing
  • SCH near Monsees and Company, Inc. Profit Sharing Plan
  • SCH ind #1645

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Santiago Ramos Segarra Retirement Plan in the asset neighbourhood

Santiago Ramos Segarra Retirement PlanSantiago Ramos Segarra Retir…$1MMonsees and Company, Inc. Profit Sharing PlanMonsees and Company, Inc. Pr…$1MUrban Forest Management, Inc. Profit Sharing PlanUrban Forest Management, Inc…$1MDominic K. Ho Profit Sharing PlanDominic K. Ho Profit Sharing…$1MPraxis Services, Inc. Profit Sharing PlanPraxis Services, Inc. Profit…$1M
End-of-year total assets ($M) among Santiago Ramos Segarra Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Santiago Ramos Segarra years around the 2022 move

Sponsor-wide plan assets over time

All Santiago Ramos Segarra plans reported in each filing year

Latest sponsor-wide plan assets
$1M 5.255230239915656% vs 2022
2024 filing year
$1.16M$1.18M$1.2M$1.22M$1.24M 202220232024 $1.17M $1.23M ▲ +5.1%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 1 $1M
2024 1 1 $1M

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$142K
Employer EIN582944969
Plan Effective Date2004-04-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Santiago Ramos Segarra Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Santiago Ramos Segarra Retirement Plan, Total assets ($M): 1.170453 · Participants: 3Santiago Ramos Segarra Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
Santiago Ramos Segarra Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Santiago Ramos Segarra Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Monsees and Company, Inc. Profit Sharing Plan in CA ($1M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Santiago Ramos Segarra Retirement Plan assets move in 2022?
Santiago Ramos Segarra Retirement Plan pulled back noticeably - down 10.8% during 2022, from $1M to $1M. Reported net income was -$142K.
How have Santiago Ramos Segarra plan assets changed over time?
Across 3 plan years on file (2022-2024), Santiago Ramos Segarra's sponsor-wide assets grew 5.3%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Santiago Ramos Segarra Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Monsees and Company, Inc. Profit Sharing Plan in CA ($1M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Santiago Ramos Segarra Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A in assets).