Profit Sharing · DOL Form 5500 · 2023

Roberto Perez Gutierrez Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1
Participants Small participant base
46th
Percentile by assets National rank
$5.4M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Roberto Perez Gutierrez Retirement Plan · Sponsored by Roberto Perez Gutierrez · Puerto Rico · Healthcare & Social Assistance

$5M in assets, 1 participants

Roberto Perez Gutierrez's Roberto Perez Gutierrez Retirement Plan reported $5M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,859 in Healthcare & Social Assistance (17,684 peers)

Roberto Perez Gutierrez multi-year trail

Roberto Perez Gutierrez's plans moved +31.1% in assets from 2022 to 2024; this filing shows Roberto Perez Gutierrez Retirement Plan at $5M / 1 participant.

#8,859
in Healthcare & Social Assistance (17,684 peers)
+20.0%
assets growth YoY

Roberto Perez Gutierrez Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Roberto Perez Gutierrez Retirement Plan vs every filed plan by assets

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

$5,402,786 46th percentile higher than 46% 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

Roberto Perez Gutierrez 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 Perez Gutierrez Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roberto Perez Gutierrez Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $899K in the plan year 2023 filing.
  • Roberto Perez Gutierrez Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660464585 · Roberto Perez Gutierrez PY 2023 · Profit Sharing

Roberto Perez Gutierrez Retirement Plan · $5M · 1 · 46th

  • RANK $5M
  • PHOTO 1
  • IND 46th
  • EOY Profit Sharing
  • 5500 near Miller Helpers Inc. Profit Sharing Plan
  • ASSETS ind #8859

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 Perez Gutierrez Retirement Plan in the asset neighbourhood

Roberto Perez Gutierrez Retirement PlanRoberto Perez Gutierrez Reti…$5MMiller Helpers Inc. Profit Sharing PlanMiller Helpers Inc. Profit S…$5MSpecialized Realty, Inc. Profit Sharing PlanSpecialized Realty, Inc. Pro…$5MIneos Pigments Supplemental Savings and Investment PlanIneos Pigments Supplemental …$5MRace Forward 403(b) Plan$5M
End-of-year total assets ($M) among Roberto Perez Gutierrez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Roberto Perez Gutierrez multi-year asset trail

Sponsor-wide plan assets over time

All Roberto Perez Gutierrez plans reported in each filing year

Latest sponsor-wide plan assets
$6M 31.138165312723014% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.5M $5.91M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 1 $5M
2023 1 1 $5M
2024 1 1 $6M

Roberto Perez Gutierrez filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$899K
Employer EIN660464585
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Roberto Perez Gutierrez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Roberto Perez Gutierrez Retirement Plan, Total assets ($M): 5.402786 · Participants: 1Roberto Perez Gutierrez 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
Roberto Perez Gutierrez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Roberto Perez Gutierrez Retirement Plan side-by-side with 3 peers →

Roberto Perez Gutierrez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Miller Helpers Inc. Profit Sharing Plan in TN ($5M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Roberto Perez Gutierrez Retirement Plan assets move in 2023? ▼
Roberto Perez Gutierrez Retirement Plan grew sharply - up 20.0% during 2023, from $5M to $5M. Reported net income was $899K.
How have Roberto Perez Gutierrez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberto Perez Gutierrez's sponsor-wide assets grew 31.1%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Roberto Perez Gutierrez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Miller Helpers Inc. Profit Sharing Plan in TN ($5M, 59 participants).
Which Profit Sharing plans cover a similar participant headcount to Roberto Perez Gutierrez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 660464585.

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.