Profit Sharing · DOL Form 5500 · 2023

Antonio Aponte Gracia Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$888,963
Avg per participant High balance/head
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Official DOL plan name: Antonio Aponte Gracia Retirement Plan · Sponsored by Antonio Aponte Gracia · Puerto Rico · Other Services

$2M in assets, 2 participants

Antonio Aponte Gracia's Antonio Aponte Gracia Retirement Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,251 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Antonio Aponte Gracia Retirement Plan ranks #4,251 of 7,857 2023 filers by assets (1129% of the sector average)-$2M for 2 participants.

#4,251
in Other Services (7,857 peers)
+14.6%
assets growth YoY

Antonio Aponte Gracia Retirement Plan among the smaller filed plans by assets

Antonio Aponte Gracia Retirement Plan vs every filed plan by assets

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

$1,777,926 29th percentile higher than 29% 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

Antonio Aponte Gracia 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. Antonio Aponte Gracia Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Antonio Aponte Gracia Retirement Plan reported net income rose from -$350K in the plan year 2022 filing to $239K in the plan year 2023 filing.
  • Antonio Aponte Gracia 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 →

EBSA filing schedule strip

Filing strip 660410098 · Antonio Aponte Gracia PY 2023 · Profit Sharing

Antonio Aponte Gracia Retirement Plan · $2M · 2 · 29th

  • ASSETS $2M
  • ASSETS 2
  • ASSETS 29th
  • ASSETS Profit Sharing
  • ASSETS near Kqh Enterprises, Inc. Retirement Plan
  • ASSETS ind #4251

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 Other Services retirement plans → · Plans in Puerto Rico →

Antonio Aponte Gracia Retirement Plan in the asset neighbourhood

Antonio Aponte Gracia Retirement PlanAntonio Aponte Gracia Retire…$2MKqh Enterprises, Inc. Retirement PlanKqh Enterprises, Inc. Retire…$2MHmc Enterprises Inc. Retirement PlanHmc Enterprises Inc. Retirem…$2MRuggle, LLC 401(k)$2MCharles V. Hoback Profit Sharing PlanCharles V. Hoback Profit Sha…$2M
End-of-year total assets ($M) among Antonio Aponte Gracia Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$239K
Employer EIN660410098
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Antonio Aponte Gracia)

Sponsor-wide plan assets over time

All Antonio Aponte Gracia plans reported in each filing year

Latest sponsor-wide plan assets
$2M 26.244605596832315% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.55M $1.96M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Profit Sharing Plans in Puerto Rico

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

Antonio Aponte Gracia Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Antonio Aponte Gracia Retirement Plan, Total assets ($M): 1.777926 · Participants: 2Antonio Aponte Gracia 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
Antonio Aponte Gracia Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Antonio Aponte Gracia Retirement Plan side-by-side with 3 peers →

Antonio Aponte Gracia Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Kqh Enterprises, Inc. Retirement Plan in CO ($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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

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 Antonio Aponte Gracia Retirement Plan assets move in 2023? ▼
Antonio Aponte Gracia Retirement Plan grew at a solid clip - up 14.6% during 2023, from $2M to $2M. Reported net income was $239K.
How have Antonio Aponte Gracia plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Antonio Aponte Gracia's sponsor-wide assets grew 26.2%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Antonio Aponte Gracia Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kqh Enterprises, Inc. Retirement Plan in CO ($2M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Antonio Aponte Gracia 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).

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 660410098.

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.