Profit Sharing · DOL Form 5500 · 2023

Sergio a. Ramirez De Arellano Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
32nd
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: Sergio a. Ramirez De Arellano Profit Sharing Retirement Plan · Sponsored by Sergio a. Ramirez De Arellano · Puerto Rico · Professional & Technical Services

$2M in assets, 1 participants

Sergio a. Ramirez De Arellano's Sergio a. Ramirez De Arellano Profit Sharing Retirement Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,828 in Professional & Technical Services (20,321 peers)

Sergio a. Ramirez De Arellano multi-year trail

Sergio a. Ramirez De Arellano's plans moved +34.2% in assets from 2022 to 2024; this filing shows Sergio a. Ramirez De Arellano Profit Sharing Retirement Plan at $2M / 1 participant.

#5,828
in Professional & Technical Services (20,321 peers)
+24.0%
assets growth YoY

Sergio a. Ramirez De Arellano Profit Sharing Retirement Plan among the smaller filed plans by assets

Sergio a. Ramirez De Arellano Profit Sharing Retirement Plan vs every filed plan by assets

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

$2,349,959 32nd percentile higher than 32% 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

Sergio a. Ramirez De Arellano 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. Sergio a. Ramirez De Arellano Profit Sharing Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sergio a. Ramirez De Arellano Profit Sharing Retirement Plan reported net income rose from -$577K in the plan year 2022 filing to $455K in the plan year 2023 filing.
  • Sergio a. Ramirez De Arellano Profit Sharing 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 →

Plan-year Form 5500 strip

Filing strip 660396416 · Sergio a. Ramirez De Arellano PY 2023 · Profit Sharing

Sergio a. Ramirez De Arellano Profit Sharing Retirement Plan · $2M · 1 · 32nd

  • 5500 $2M
  • ASSETS 1
  • PCT 32nd
  • EIN Profit Sharing
  • RANK near Jeffrey S. Kezis, M.D., P.C. Profit Sharing Plan
  • PHOTO ind #5828

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 →

Sergio a. Ramirez De Arellano Profit Sharing Retirement Plan in the asset neighbourhood

Sergio a. Ramirez De Arellano Profit Sharing Retirement PlanSergio a. Ramirez De Arellan…$2MJeffrey S. Kezis, M.D., P.C. Profit Sharing PlanJeffrey S. Kezis, M.D., P.C.…$2MGeimer, Ehrlich & Gross PA Profit Sharing PlanGeimer, Ehrlich & Gross PA P…$2MModern Edge Ventures Inc. Retirement PlanModern Edge Ventures Inc. Re…$2MWestern Title Company Profit Sharing PlanWestern Title Company Profit…$2M
End-of-year total assets ($M) among Sergio a. Ramirez De Arellano Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sergio a. Ramirez De Arellano multi-year asset trail

Sponsor-wide plan assets over time

All Sergio a. Ramirez De Arellano plans reported in each filing year

Latest sponsor-wide plan assets
$3M 34.23396423928276% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $1.9M $2.54M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $3M

Sergio a. Ramirez De Arellano filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$455K
Employer EIN660396416
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Sergio a. Ramirez De Arellano Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Sergio a. Ramirez De Arellano Profit Sharing Retirement Plan, Total assets ($M): 2.349959 · Participants: 1Sergio a. Ramirez De Arellano Profit Sharing 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
Sergio a. Ramirez De Arellano Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Sergio a. Ramirez De Arellano Profit Sharing Retirement Plan side-by-side with 3 peers →

Sergio a. Ramirez De Arellano 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 Jeffrey S. Kezis, M.D., P.C. Profit Sharing Plan in NY ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Sergio a. Ramirez De Arellano Profit Sharing Retirement Plan assets move in 2023? ▼
Sergio a. Ramirez De Arellano Profit Sharing Retirement Plan grew sharply - up 24.0% during 2023, from $2M to $2M. Reported net income was $455K.
How have Sergio a. Ramirez De Arellano plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sergio a. Ramirez De Arellano's sponsor-wide assets grew 34.2%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Sergio a. Ramirez De Arellano Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jeffrey S. Kezis, M.D., P.C. Profit Sharing Plan in NY ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Sergio a. Ramirez De Arellano Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 660396416.

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.