Profit Sharing · DOL Form 5500 · 2023

Ramon a. Marrero Maldonado Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$627,421
Avg per participant High balance/head
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Official DOL plan name: Ramon a. Marrero Maldonado Retirement Plan · Sponsored by Ramon a. Marrero Maldonado · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 3 participants

Ramon a. Marrero Maldonado's Ramon a. Marrero Maldonado Retirement Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,970 in Healthcare & Social Assistance (17,684 peers)

Ramon a. Marrero Maldonado multi-year trail

Ramon a. Marrero Maldonado's plans moved +16.5% in assets from 2022 to 2024; this filing shows Ramon a. Marrero Maldonado Retirement Plan at $2M / 3 participants.

#4,970
in Healthcare & Social Assistance (17,684 peers)
+8.0%
assets growth YoY

Ramon a. Marrero Maldonado Retirement Plan among the smaller filed plans by assets

Ramon a. Marrero Maldonado Retirement Plan vs every filed plan by assets

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

$1,882,264 30th percentile higher than 30% of 127,068 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 2023

Ramon a. Marrero Maldonado 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. Ramon a. Marrero Maldonado Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ramon a. Marrero Maldonado Retirement Plan reported net income rose from -$222K in the plan year 2022 filing to $139K in the plan year 2023 filing.
  • Ramon a. Marrero Maldonado 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 →

DOL schedule card

Filing strip 660497703 · Ramon a. Marrero Maldonado PY 2023 · Profit Sharing

Ramon a. Marrero Maldonado Retirement Plan · $2M · 3 · 30th

  • VS-ST $2M
  • BOY 3
  • SCH 30th
  • EBSA Profit Sharing
  • PART near The Southern Group Inc Profit Sharing Plan
  • TYPE ind #4970

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 →

Ramon a. Marrero Maldonado Retirement Plan in the asset neighbourhood

Ramon a. Marrero Maldonado Retirement PlanRamon a. Marrero Maldonado R…$2MThe Southern Group Inc Profit Sharing PlanThe Southern Group Inc Profi…$2MKemper & Associates, Inc. Profit Sharing PlanKemper & Associates, Inc. Pr…$2MUnimeasure, Inc. Profit Sharing PlanUnimeasure, Inc. Profit Shar…$2MFriedman & Friedman, P.a. Profit Sharing PlanFriedman & Friedman, P.a. Pr…$2M
End-of-year total assets ($M) among Ramon a. Marrero Maldonado Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ramon a. Marrero Maldonado multi-year asset trail

Sponsor-wide plan assets over time

All Ramon a. Marrero Maldonado plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.512508232875046% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.74M $2.03M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

Ramon a. Marrero Maldonado filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$139K
Employer EIN660497703
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Ramon a. Marrero Maldonado Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Ramon a. Marrero Maldonado Retirement Plan, Total assets ($M): 1.882264 · Participants: 3Ramon a. Marrero Maldonado Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Ramon a. Marrero Maldonado Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Ramon a. Marrero Maldonado Retirement Plan side-by-side with 3 peers →

Ramon a. Marrero Maldonado Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is The Southern Group Inc Profit Sharing Plan in OH ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ramon a. Marrero Maldonado Retirement Plan assets move in 2023? ▼
Ramon a. Marrero Maldonado Retirement Plan grew at a solid clip - up 8.0% during 2023, from $2M to $2M. Reported net income was $139K.
How have Ramon a. Marrero Maldonado plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ramon a. Marrero Maldonado's sponsor-wide assets grew 16.5%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Ramon a. Marrero Maldonado Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Southern Group Inc Profit Sharing Plan in OH ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Ramon a. Marrero Maldonado Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).

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 660497703.

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.