Other · DOL Form 5500 · 2023

Alejandro Perez Ruiz Retirement Plan

Data updated 2026-08-11

$2M
Total assets
2
Participants
29th
Percentile by assets
$912,921
Avg per participant
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Official DOL plan name: Alepr Profit-Sharing Retirement Plan · Sponsored by Alejandro Perez Ruiz · Puerto Rico · Other Services

$2M in assets, 2 participants

Alejandro Perez Ruiz's Alepr Profit-Sharing Retirement Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • 29th percentile by assets (of 127,072 plans)
  • #4,274 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Alepr Profit-Sharing Retirement Plan ranks #4,274 of 7,857 2023 filers by assets (1099% of the sector average)-$2M for 2 participants.

$2M
total plan assets (2023 EOY)
2
covered participants
29th
percentile by assets (of 127,072 plans)
$912,921
avg assets per participant

Where Alepr Profit-Sharing Retirement Plan sits by total assets

Alepr Profit-Sharing Retirement Plan vs every filed plan by assets

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

$1,825,842 29th percentile higher than 29% 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

  • Alepr Profit-Sharing Retirement Plan reported net income rose from $40K in the plan year 2022 filing to $171K in the plan year 2023 filing.
  • Alepr Profit-Sharing Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Puerto Rico
Industry
Other Services

Rank #4,274 in Other Services

Among 7,857 Other Services plans that filed a Form 5500 for plan year 2023, Alepr Profit-Sharing Retirement Plan ranks #4,274 by end-of-year assets - about 1099% of the sector average of $20M. Nationally it sits in the 29th percentile, a stronger position within its industry than across all filers.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$171K
Employer EIN666041318
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alejandro Perez Ruiz)

$1.6M$1.8M$2M$2.2M 202220232024 $1.65M $2.01M ▲ +21.8%
Total plan assets by year, all Alejandro Perez Ruiz plans on file
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Other Plans in Puerto Rico

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

Alepr Profit-Sharing Retirement Plan vs. nearby Other plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50050100150 Total assets ($M) Participants Alepr Profit-Sharing…, Total assets ($M): 1.825842 · Participants: 2Alepr Profit-Sharing…Evertec Group, LLC S…, Total assets ($M): 101.79785 · Participants: 1314Evertec Group, LLC S…Bd Savings Plan for …, Total assets ($M): 70.223915 · Participants: 1390Bd Savings Plan for …Union De Tronquistas…, Total assets ($M): 24.584273 · Participants: 208Union De Tronquistas…Sarco Employees Reti…, Total assets ($M): 22.842442 · Participants: 3515Sarco Employees Reti…Retirement Plan of H…, Total assets ($M): 18.174946 · Participants: 232Retirement Plan of H…
Alepr Profit-Sharing Retirement Plan vs. nearby Other plans in Puerto Rico, assets vs. participants
Compare Alepr Profit-Sharing Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Alepr Profit-Sharing Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Alepr Profit-Sharing Retirement Plan assets move in 2023? ▼
Alepr Profit-Sharing Retirement Plan grew at a solid clip - up 10.3% during 2023, from $2M to $2M. Reported net income was $171K.
How have Alejandro Perez Ruiz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alejandro Perez Ruiz's sponsor-wide assets grew 21.4%, from $2M to $2M.
Which Other plans are similar in size to Alepr Profit-Sharing Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Acme Block & Brick, Inc. in TN ($2M, 96 participants).

Next read for Alepr Profit-Sharing Retirement Plan

Filing takeaways

Ways to act on Alepr Profit-Sharing 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 666041318.

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.