Profit Sharing · DOL Form 5500 · 2023
Baltasar a. Cruz LLC Profit Sharing Plan
Data updated 2026-08-25
- $717K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $358,685
- Avg per participant High balance/head
Official DOL plan name: Baltasar a. Cruz LLC Profit Sharing Retirement Plan · Sponsored by Baltasar a. Cruz LLC · Puerto Rico · Other Services
$717K in assets, 2 participants
Baltasar a. Cruz LLC's Baltasar a. Cruz LLC Profit Sharing Retirement Plan reported $717K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #3,443 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Baltasar a. Cruz LLC Profit Sharing Retirement Plan ranks #3,443 of 7,857 2023 filers by assets (2798% of the sector average)-$717K for 2 participants.
- #3,443
- in Other Services (7,857 peers)
- +5.2%
- assets growth YoY
Baltasar a. Cruz LLC Profit Sharing Retirement Plan among the smaller filed plans by assets
Baltasar a. Cruz LLC Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$717,370 21st percentile higher than 21% 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
Baltasar a. Cruz LLC 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. Baltasar a. Cruz LLC Profit Sharing Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Baltasar a. Cruz LLC Profit Sharing Retirement Plan reported net income rose from -$121K in the plan year 2022 filing to $35K in the plan year 2023 filing.
- Baltasar a. Cruz LLC Profit Sharing Retirement Plan end-of-year assets rose from $682K in the plan year 2022 filing to $717K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 660850626 · Baltasar a. Cruz LLC PY 2023 · Profit Sharing
Baltasar a. Cruz LLC Profit Sharing Retirement Plan · $717K · 2 · 21st
- EOY $717K
- 5500 2
- ASSETS 21st
- PCT Profit Sharing
- EIN near D&m Murray Inc. Profit Sharing Plan
- RANK ind #3443
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 →
Baltasar a. Cruz LLC Profit Sharing Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $682K |
|---|---|
| Net Assets (End of Year) | $717K |
| Net Income | $35K |
| Employer EIN | 660850626 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baltasar a. Cruz LLC)
Sponsor-wide plan assets over time
All Baltasar a. Cruz LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $752K 10.238592633315008% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $682K |
| 2023 | 1 | 2 | $717K |
| 2024 | 1 | 2 | $752K |
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
Baltasar a. Cruz LLC 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 D&m Murray Inc. Profit Sharing Plan in OH ($718K); 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 ($717K here).
- D&m Murray Inc. Profit Sharing Plan (OH) $718K · 19
- Barger Holdings, Inc. Retirement Plan (FL) $718K · 11
- Elizabeth P. Doi, D.D.S. Profit Sharing Plan and Trust (CA) $717K · 2
- Mike Combs Inc. Retirement Plan (KY) $718K · 2
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.