Profit Sharing · DOL Form 5500 · 2023

Manuel Urbistondo & Yanesa Perez Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
46th
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: M. Urbistondo and Y. Perez Retirement Plan · Sponsored by Manuel Urbistondo & Yanesa Perez · Florida · Other Services

$5M in assets, 2 participants

Manuel Urbistondo & Yanesa Perez's M. Urbistondo and Y. Perez Retirement Plan reported $5M in total assets and 2 participants 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.

  • #5,270 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, M. Urbistondo and Y. Perez Retirement Plan ranks #5,270 of 7,857 2023 filers by assets (365% of the sector average)-$5M for 2 participants.

#5,270
in Other Services (7,857 peers)
+22.3%
assets growth YoY

M. Urbistondo and Y. Perez Retirement Plan's mid-pack asset rank among Other Services and all filers

M. Urbistondo and Y. Perez Retirement Plan vs every filed plan by assets

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

$5,492,762 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

M. Urbistondo and Y. Perez 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. M. Urbistondo and Y. Perez Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M. Urbistondo and Y. Perez Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • M. Urbistondo and Y. Perez Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 263954379 · Manuel Urbistondo & Yanesa Perez PY 2023 · Profit Sharing

M. Urbistondo and Y. Perez Retirement Plan · $5M · 2 · 46th

  • PHOTO $5M
  • PHOTO 2
  • PHOTO 46th
  • PHOTO Profit Sharing
  • PHOTO near Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan
  • PHOTO ind #5270

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 Other Services retirement plans → · Plans in Florida →

M. Urbistondo and Y. Perez Retirement Plan in the asset neighbourhood

Crossroads Portfolio Inc. Retirement PlanCrossroads Portfolio Inc. Re…$5MM. Urbistondo and Y. Perez Retirement PlanM. Urbistondo and Y. Perez R…$5MWaimanalo Health Center 403(b) Tax Sheltered Annuity PlanWaimanalo Health Center 403(…$5MWraparound Services of the Hudson Valley Defined Contribution PlanWraparound Services of the H…$5MLaborers Local No. 1822 Defined Contribution PlanLaborers Local No. 1822 Defi…$5M
End-of-year total assets ($M) among M. Urbistondo and Y. Perez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN263954379
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Manuel Urbistondo & Yanesa Perez)

Sponsor-wide plan assets over time

All Manuel Urbistondo & Yanesa Perez plans reported in each filing year

Latest sponsor-wide plan assets
$7M 46.36443210084864% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.49M $6.57M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $5M
2024 1 2 $7M

Nearby Profit Sharing Plans in Florida

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

M. Urbistondo and Y. Perez Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants M. Urbistondo and Y. Perez Retirement Plan, Total assets ($B): 0.005492762 · Participants: 2M. Urbistondo and Y. Perez Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
M. Urbistondo and Y. Perez Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare M. Urbistondo and Y. Perez Retirement Plan side-by-side with 3 peers →

M. Urbistondo and Y. Perez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan in HI ($5M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 M. Urbistondo and Y. Perez Retirement Plan assets move in 2023? ▼
M. Urbistondo and Y. Perez Retirement Plan grew sharply - up 22.3% during 2023, from $4M to $5M. Reported net income was $1M.
How have Manuel Urbistondo & Yanesa Perez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Manuel Urbistondo & Yanesa Perez's sponsor-wide assets grew 46.4%, from $4M to $7M.
Which Profit Sharing plans are similar in size to M. Urbistondo and Y. Perez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan in HI ($5M, 132 participants).
Which Profit Sharing plans cover a similar participant headcount to M. Urbistondo and Y. Perez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 263954379.

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.