Profit Sharing · DOL Form 5500 · 2023

Mark J Berenzdivin Profit Sharing Plan

Data updated 2026-08-25

$367K
Total assets Small plan by assets
29
Participants Small participant base
15th
Percentile by assets National rank
$12,651
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Almacenes Kress Retirement Plan · Sponsored by Mark J Berenzdivin · Puerto Rico · Professional & Technical Services

$367K in assets, 29 participants

Mark J Berenzdivin's Almacenes Kress Retirement Plan reported $367K in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,358 in Professional & Technical Services (20,321 peers)

Mark J Berenzdivin multi-year trail

Mark J Berenzdivin's plans moved -15.1% in assets from 2022 to 2024; this filing shows Almacenes Kress Retirement Plan at $367K / 29 participants.

#2,358
in Professional & Technical Services (20,321 peers)
-18.6%
assets change YoY

The plan reported a net loss of $84K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Almacenes Kress Retirement Plan among the smaller filed plans by assets

Almacenes Kress Retirement Plan vs every filed plan by assets

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

$366,884 15th percentile higher than 15% 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

Almacenes Kress Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Almacenes Kress Retirement Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Almacenes Kress Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to -$84K in the plan year 2023 filing.
  • Almacenes Kress Retirement Plan reported participants fell from 92 in the plan year 2022 filing to 29 in the plan year 2023 filing.
  • Almacenes Kress Retirement Plan end-of-year assets fell from $449K in the plan year 2022 filing to $367K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660254503 · Mark J Berenzdivin PY 2023 · Profit Sharing

Almacenes Kress Retirement Plan · $367K · 29 · 15th

  • PCT $367K
  • PCT 29
  • PCT 15th
  • PCT Profit Sharing
  • PCT near A D & J Management Group, Inc. Profit Sharing Plan
  • PCT ind #2358

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Almacenes Kress Retirement Plan in the asset neighbourhood

Almacenes Kress Retirement PlanAlmacenes Kress Retirement P…$367KA D & J Management Group, Inc. Profit Sharing PlanA D & J Management Group, In…$367KBosworth, Gray & Fuller Profit Sharing PlanBosworth, Gray & Fuller Prof…$367KBubblewood Media Inc. Retirement PlanBubblewood Media Inc. Retire…$367KRidgeline Trails, Inc. Retirement PlanRidgeline Trails, Inc. Retir…$367K
End-of-year total assets ($M) among Almacenes Kress Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Mark J Berenzdivin multi-year asset trail

Sponsor-wide plan assets over time

All Mark J Berenzdivin plans reported in each filing year

Latest sponsor-wide plan assets
$381K 15.123822919981928% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M 202220232024 $0.45M $0.38M ▼ -15.6%
Year Plans Participants Total Assets
2022 1 92 $449K
2023 1 29 $367K
2024 1 30 $381K

Mark J Berenzdivin filing trail (2023)

Total Assets (Beginning of Year)$451K
Net Assets (End of Year)$367K
Net Income-$84K
Employer EIN660254503
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Almacenes Kress Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Almacenes Kress Retirement Plan, Total assets ($M): 0.366884 · Participants: 29Almacenes Kress 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
Almacenes Kress Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Almacenes Kress Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is A D & J Management Group, Inc. Profit Sharing Plan in TN ($367K); by covered participants it is K.D.G., Inc. Profit Sharing Plan in IN (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Almacenes Kress Retirement Plan assets move in 2023?
Almacenes Kress Retirement Plan declined sharply - down 18.6% during 2023, from $451K to $367K. Reported net income was -$84K.
How have Mark J Berenzdivin plan assets changed over time?
Across 3 plan years on file (2022-2024), Mark J Berenzdivin's sponsor-wide assets declined 15.1%, from $449K to $381K.
Where does Almacenes Kress Retirement Plan rank by assets among Form 5500 filers?
Almacenes Kress Retirement Plan ranks in the 15th 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 Almacenes Kress Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is A D & J Management Group, Inc. Profit Sharing Plan in TN ($367K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Almacenes Kress Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is K.D.G., Inc. Profit Sharing Plan in IN (29 participants, $2M in assets).