Profit Sharing · DOL Form 5500 · 2023

Raul Marquez Santiago Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
38th
Percentile by assets National rank
$853,384
Avg per participant High balance/head
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Official DOL plan name: Raul Marquez Santiago Retirement Plan · Sponsored by Raul Marquez Santiago · Puerto Rico · Healthcare & Social Assistance

$3M in assets, 4 participants

Raul Marquez Santiago's Raul Marquez Santiago Retirement Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,970 in Healthcare & Social Assistance (17,684 peers)

Raul Marquez Santiago multi-year trail

Raul Marquez Santiago's plans moved +19.9% in assets from 2022 to 2024; this filing shows Raul Marquez Santiago Retirement Plan at $3M / 4 participants.

#6,970
in Healthcare & Social Assistance (17,684 peers)
+10.7%
assets growth YoY

Raul Marquez Santiago Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Raul Marquez Santiago Retirement Plan vs every filed plan by assets

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

$3,413,534 38th percentile higher than 38% 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

Raul Marquez Santiago 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. Raul Marquez Santiago Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Raul Marquez Santiago Retirement Plan reported net income rose from -$394K in the plan year 2022 filing to $329K in the plan year 2023 filing.
  • Raul Marquez Santiago Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660544990 · Raul Marquez Santiago PY 2023 · Profit Sharing

Raul Marquez Santiago Retirement Plan · $3M · 4 · 38th

  • IND $3M
  • EOY 4
  • 5500 38th
  • ASSETS Profit Sharing
  • PCT near Park, Nelson, Caywood & Jones Profit Sharing Plan
  • EIN ind #6970

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 →

Raul Marquez Santiago Retirement Plan in the asset neighbourhood

Concrete Sealants, Inc. Profit Sharing PlanConcrete Sealants, Inc. Prof…$3MRaul Marquez Santiago Retirement PlanRaul Marquez Santiago Retire…$3MPark, Nelson, Caywood & Jones Profit Sharing PlanPark, Nelson, Caywood & Jone…$3MVista Manufacturing Inc., 401(k) PlanVista Manufacturing Inc., 40…$3MRocker Solenoid 401(k) and Profit Sharing PlanRocker Solenoid 401(k) and P…$3M
End-of-year total assets ($M) among Raul Marquez Santiago Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Raul Marquez Santiago multi-year asset trail

Sponsor-wide plan assets over time

All Raul Marquez Santiago plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.92501387671254% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.08M $3.7M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $3M
2024 1 3 $4M

Raul Marquez Santiago filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$329K
Employer EIN660544990
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Raul Marquez Santiago Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Raul Marquez Santiago Retirement Plan, Total assets ($M): 3.413534 · Participants: 4Raul Marquez Santiago 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
Raul Marquez Santiago Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Raul Marquez Santiago Retirement Plan side-by-side with 3 peers →

Raul Marquez Santiago Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Park, Nelson, Caywood & Jones Profit Sharing Plan in OK ($3M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Raul Marquez Santiago Retirement Plan assets move in 2023? ▼
Raul Marquez Santiago Retirement Plan grew at a solid clip - up 10.7% during 2023, from $3M to $3M. Reported net income was $329K.
How have Raul Marquez Santiago plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Raul Marquez Santiago's sponsor-wide assets grew 19.9%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Raul Marquez Santiago Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Park, Nelson, Caywood & Jones Profit Sharing Plan in OK ($3M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Raul Marquez Santiago Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 660544990.

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.