Profit Sharing · DOL Form 5500 · 2023
Fernando L. Sosa Clinica Dental Plaza, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $124K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $24,805
- Avg per participant Low balance/head
Official DOL plan name: Fernando L. Sosa Profit Sharing Retirement Plan · Sponsored by Fernando L. Sosa Clinica Dental Plaza, Inc. · Puerto Rico · Healthcare & Social Assistance
$124K in assets, 5 participants
Fernando L. Sosa Clinica Dental Plaza, Inc.'s Fernando L. Sosa Profit Sharing Retirement Plan reported $124K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #924 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Fernando L. Sosa Profit Sharing Retirement Plan holds $124K for 5 participants - about $24,805 per participant, among the smaller plans by assets on file.
- #924
- in Healthcare & Social Assistance (17,684 peers)
- +5.7%
- assets growth YoY
Fernando L. Sosa Profit Sharing Retirement Plan among the smaller filed plans by assets
Fernando L. Sosa Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$124,025 8th percentile higher than 8% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fernando L. Sosa 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 L. Sosa Profit Sharing Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fernando L. Sosa Profit Sharing Retirement Plan reported net income rose from -$17K in the plan year 2022 filing to $7K in the plan year 2023 filing.
- Fernando L. Sosa Profit Sharing Retirement Plan end-of-year assets rose from $117K in the plan year 2022 filing to $124K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 660410367 · Fernando L. Sosa Clinica Dental Plaza, Inc. PY 2023 · Profit Sharing
Fernando L. Sosa Profit Sharing Retirement Plan · $124K · 5 · 8th
- PCT $124K
- PCT 5
- PCT 8th
- PCT Profit Sharing
- PCT near Dfs Interests, Inc. Profit Sharing Plan
- PCT ind #924
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 L. Sosa Profit Sharing Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $117K |
|---|---|
| Net Assets (End of Year) | $124K |
| Net Income | $7K |
| Employer EIN | 660410367 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fernando L. Sosa Clinica Dental Plaza, Inc.)
Sponsor-wide plan assets over time
All Fernando L. Sosa Clinica Dental Plaza, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $124K 6.028985507246377% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $117K |
| 2023 | 1 | 5 | $124K |
| 2024 | 1 | 5 | $124K |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Fernando L. Sosa 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 Dfs Interests, Inc. Profit Sharing Plan in TX ($124K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124K here).
- Dfs Interests, Inc. Profit Sharing Plan (TX) $124K · 1
- Cak Industries Inc. Retirement Plan (MN) $124K · 1
- Jc & Jg Corporation Profit Sharing Plan (CA) $124K · 1
- Kaksi Malinois, Inc. Retirement Plan (UT) $124K · 2
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.