Profit Sharing · DOL Form 5500 · 2023

Fernando Rojas Diaz Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Fernando Rojas Profit Sharing Retirement Plan · Sponsored by Fernando Rojas Diaz · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 2 participants

Fernando Rojas Diaz's Fernando Rojas Profit Sharing Retirement Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,137 in Healthcare & Social Assistance (17,684 peers)

Fernando Rojas Diaz multi-year trail

Fernando Rojas Diaz's plans moved +27.8% in assets from 2022 to 2024; this filing shows Fernando Rojas Profit Sharing Retirement Plan at $2M / 2 participants.

#5,137
in Healthcare & Social Assistance (17,684 peers)
+17.9%
assets growth YoY

Fernando Rojas Profit Sharing Retirement Plan among the smaller filed plans by assets

Fernando Rojas Profit Sharing Retirement Plan vs every filed plan by assets

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

$2,009,349 31st percentile higher than 31% 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

Fernando Rojas Profit Sharing 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. Fernando Rojas Profit Sharing Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fernando Rojas Profit Sharing Retirement Plan reported net income rose from -$450K in the plan year 2022 filing to $305K in the plan year 2023 filing.
  • Fernando Rojas 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 →

DOL schedule card

Filing strip 660409918 · Fernando Rojas Diaz PY 2023 · Profit Sharing

Fernando Rojas Profit Sharing Retirement Plan · $2M · 2 · 31st

  • RANK $2M
  • PHOTO 2
  • IND 31st
  • EOY Profit Sharing
  • 5500 near Vijay Arora, M.D., Inc. Retirement Plan Two
  • ASSETS ind #5137

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 →

Fernando Rojas Profit Sharing Retirement Plan in the asset neighbourhood

Fernando Rojas Profit Sharing Retirement PlanFernando Rojas Profit Sharin…$2MVijay Arora, M.D., Inc. Retirement Plan TwoVijay Arora, M.D., Inc. Reti…$2MRonald Levine, Md, Profit Sharing PlaRonald Levine, Md, Profit Sh…$2MSt Croix Power Sports Inc. Retirement PlanSt Croix Power Sports Inc. R…$2MOrville R Kruger, Dmd Profit Sharing PlanOrville R Kruger, Dmd Profit…$2M
End-of-year total assets ($M) among Fernando Rojas Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Fernando Rojas Diaz multi-year asset trail

Sponsor-wide plan assets over time

All Fernando Rojas Diaz plans reported in each filing year

Latest sponsor-wide plan assets
$2M 27.80630539166034% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.7M $2.18M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Fernando Rojas Diaz filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$305K
Employer EIN660409918
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Fernando Rojas Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Fernando Rojas Profit Sharing Retirement Plan, Total assets ($M): 2.009349 · Participants: 2Fernando Rojas Profit Sharing 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
Fernando Rojas Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Fernando Rojas Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Vijay Arora, M.D., Inc. Retirement Plan Two in CA ($2M); 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 Fernando Rojas Profit Sharing Retirement Plan assets move in 2023?
Fernando Rojas Profit Sharing Retirement Plan grew sharply - up 17.9% during 2023, from $2M to $2M. Reported net income was $305K.
How have Fernando Rojas Diaz plan assets changed over time?
Across 3 plan years on file (2022-2024), Fernando Rojas Diaz's sponsor-wide assets grew 27.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Fernando Rojas Profit Sharing Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Vijay Arora, M.D., Inc. Retirement Plan Two in CA ($2M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Fernando Rojas Profit Sharing 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).