Profit Sharing · DOL Form 5500 · 2023
Roberto F. Garcia Morales Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $614,891
- Avg per participant High balance/head
Official DOL plan name: Roberto F. Garcia Morales Retirement Plan · Sponsored by Roberto F. Garcia Morales · Puerto Rico · Healthcare & Social Assistance
$5M in assets, 8 participants
Roberto F. Garcia Morales's Roberto F. Garcia Morales Retirement Plan reported $5M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #8,470 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Roberto F. Garcia Morales Retirement Plan grew sharply 21.8% in 2023 ($4M → $5M) for 8 participants.
- #8,470
- in Healthcare & Social Assistance (17,684 peers)
- +21.8%
- assets growth YoY
Roberto F. Garcia Morales Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Roberto F. Garcia Morales Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,919,125 44th percentile higher than 44% 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
Roberto F. Garcia Morales 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. Roberto F. Garcia Morales Retirement Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roberto F. Garcia Morales Retirement Plan reported net income rose from -$853K in the plan year 2022 filing to $881K in the plan year 2023 filing.
- Roberto F. Garcia Morales Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 660501054 · Roberto F. Garcia Morales PY 2023 · Profit Sharing
Roberto F. Garcia Morales Retirement Plan · $5M · 8 · 44th
- SCH $5M
- SCH 8
- SCH 44th
- SCH Profit Sharing
- SCH near Michal L. Putman, M.D. P.a. Profit Sharing Plan
- SCH ind #8470
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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →
Roberto F. Garcia Morales Retirement Plan in the asset neighbourhood
Roberto F. Garcia Morales years around the 2023 move
Sponsor-wide plan assets over time
All Roberto F. Garcia Morales plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $4M |
| 2023 | 1 | 8 | $5M |
| 2024 | 1 | N/A | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $881K |
| Employer EIN | 660501054 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
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
Roberto F. Garcia Morales Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Michal L. Putman, M.D. P.a. Profit Sharing Plan in AL ($5M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.