Profit Sharing · DOL Form 5500 · 2023

Radames C. Roman Grau Profit Sharing Plan

Data updated 2026-08-25

$470K
Total assets Small plan by assets
3
Participants Small participant base
17th
Percentile by assets National rank
$156,710
Avg per participant Above avg balance/head
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Official DOL plan name: Radames Roman Grau Retirement Plan · Sponsored by Radames C. Roman Grau · Puerto Rico · Healthcare & Social Assistance

$470K in assets, 3 participants

Radames C. Roman Grau's Radames Roman Grau Retirement Plan reported $470K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,235 in Healthcare & Social Assistance (17,684 peers)

Radames C. Roman Grau multi-year trail

Radames C. Roman Grau's plans moved -17.3% in assets from 2022 to 2024; this filing shows Radames Roman Grau Retirement Plan at $470K / 3 participants.

#2,235
in Healthcare & Social Assistance (17,684 peers)
-25.4%
assets change YoY

The plan reported a net loss of $160K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Radames Roman Grau Retirement Plan among the smaller filed plans by assets

Radames Roman Grau Retirement Plan vs every filed plan by assets

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

$470,130 17th percentile higher than 17% 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

Radames Roman Grau 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. Radames Roman Grau Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Radames Roman Grau Retirement Plan reported net income fell from $151K in the plan year 2022 filing to -$160K in the plan year 2023 filing.
  • Radames Roman Grau Retirement Plan end-of-year assets fell from $630K in the plan year 2022 filing to $470K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660468442 · Radames C. Roman Grau PY 2023 · Profit Sharing

Radames Roman Grau Retirement Plan · $470K · 3 · 17th

  • VS-ST $470K
  • BOY 3
  • SCH 17th
  • EBSA Profit Sharing
  • PART near Profit Sharing Plan for Employees of Mulherin Real
  • TYPE ind #2235

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 →

Radames Roman Grau Retirement Plan in the asset neighbourhood

Radames Roman Grau Retirement PlanRadames Roman Grau Retiremen…$470KProfit Sharing Plan for Employees of Mulherin RealProfit Sharing Plan for Empl…$470KPriority Lane Co. Retirement PlanPriority Lane Co. Retirement…$470KNorthwest Ohio Mobility & Access Inc. Retirement PlanNorthwest Ohio Mobility & Ac…$470KSun Coast Sign Pros Retirement PlanSun Coast Sign Pros Retireme…$470K
End-of-year total assets ($M) among Radames Roman Grau Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Radames C. Roman Grau multi-year asset trail

Sponsor-wide plan assets over time

All Radames C. Roman Grau plans reported in each filing year

Latest sponsor-wide plan assets
$521K 17.29667812142039% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.63M $0.52M ▼ -17.5%
Year Plans Participants Total Assets
2022 1 3 $630K
2023 1 3 $470K
2024 1 3 $521K

Radames C. Roman Grau filing trail (2023)

Total Assets (Beginning of Year)$630K
Net Assets (End of Year)$465K
Net Income-$160K
Employer EIN660468442
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Radames Roman Grau Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Radames Roman Grau Retirement Plan, Total assets ($M): 0.47013 · Participants: 3Radames Roman Grau 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
Radames Roman Grau Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Radames Roman Grau Retirement Plan side-by-side with 3 peers →

Radames Roman Grau Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Profit Sharing Plan for Employees of Mulherin Real in AL ($470K); 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 Radames Roman Grau Retirement Plan assets move in 2023? ▼
Radames Roman Grau Retirement Plan declined sharply - down 25.4% during 2023, from $630K to $470K. Reported net income was -$160K.
How have Radames C. Roman Grau plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Radames C. Roman Grau's sponsor-wide assets declined 17.3%, from $630K to $521K.
Where does Radames Roman Grau Retirement Plan rank by assets among Form 5500 filers? ▼
Radames Roman Grau Retirement Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Radames Roman Grau Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Profit Sharing Plan for Employees of Mulherin Real in AL ($470K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Radames Roman Grau 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 660468442.

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.