Profit Sharing · DOL Form 5500 · 2023

Luz N. Marrero Maldonado Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
26th
Percentile by assets National rank
$264,039
Avg per participant High balance/head
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Official DOL plan name: Luz N. Marrero Maldonado Profit Sharing Retirement Plan · Sponsored by Luz N. Marrero Maldonado · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 5 participants

Luz N. Marrero Maldonado's Luz N. Marrero Maldonado Profit Sharing Retirement Plan reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,004 in Healthcare & Social Assistance (17,684 peers)

Luz N. Marrero Maldonado multi-year trail

Luz N. Marrero Maldonado's plans moved +11.7% in assets from 2022 to 2023; this filing shows Luz N. Marrero Maldonado Profit Sharing Retirement Plan at $1M / 5 participants.

#4,004
in Healthcare & Social Assistance (17,684 peers)
+11.7%
assets growth YoY

Luz N. Marrero Maldonado Profit Sharing Retirement Plan among the smaller filed plans by assets

Luz N. Marrero Maldonado Profit Sharing Retirement Plan vs every filed plan by assets

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

$1,320,193 26th percentile higher than 26% 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

Luz N. Marrero Maldonado 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. Luz N. Marrero Maldonado Profit Sharing Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Luz N. Marrero Maldonado Profit Sharing Retirement Plan reported net income rose from -$147K in the plan year 2022 filing to $138K in the plan year 2023 filing.
  • Luz N. Marrero Maldonado Profit Sharing Retirement Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Luz N. Marrero Maldonado Profit Sharing Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660481680 · Luz N. Marrero Maldonado PY 2023 · Profit Sharing

Luz N. Marrero Maldonado Profit Sharing Retirement Plan · $1M · 5 · 26th

  • PHOTO $1M
  • PHOTO 5
  • PHOTO 26th
  • PHOTO Profit Sharing
  • PHOTO near Upper Neches River Municipal Water Authority Employees Pension Plan & Trust
  • PHOTO ind #4004

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 →

Luz N. Marrero Maldonado Profit Sharing Retirement Plan in the asset neighbourhood

Luz N. Marrero Maldonado Profit Sharing Retirement PlanLuz N. Marrero Maldonado Pro…$1MUpper Neches River Municipal Water Authority Employees Pension Plan & TrustUpper Neches River Municipal…$1MOak Brook School, Inc. Retirement PlanOak Brook School, Inc. Retir…$1MRobert I. Gluckstein Enterprises, Inc. Profit Sharing PlanRobert I. Gluckstein Enterpr…$1MCab Texas Spas, Inc. Retirement PlanCab Texas Spas, Inc. Retirem…$1M
End-of-year total assets ($M) among Luz N. Marrero Maldonado Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Luz N. Marrero Maldonado multi-year asset trail

Sponsor-wide plan assets over time

All Luz N. Marrero Maldonado plans reported in each filing year

Latest sponsor-wide plan assets
$1M 11.679550234069804% vs 2022
2023 filing year
$1.15M$1.2M$1.25M$1.3M$1.35M 20222023 $1.18M $1.32M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 5 $1M

Luz N. Marrero Maldonado filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$138K
Employer EIN660481680
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Luz N. Marrero Maldonado 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 ($M) Participants Luz N. Marrero Maldonado Profit Sharing Retirement Plan, Total assets ($M): 1.320193 · Participants: 5Luz N. Marrero Maldonado 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
Luz N. Marrero Maldonado Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Luz N. Marrero Maldonado Profit Sharing Retirement Plan side-by-side with 3 peers →

Luz N. Marrero Maldonado 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 Upper Neches River Municipal Water Authority Employees Pension Plan & Trust in TX ($1M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Luz N. Marrero Maldonado Profit Sharing Retirement Plan assets move in 2023? ▼
Luz N. Marrero Maldonado Profit Sharing Retirement Plan grew at a solid clip - up 11.7% during 2023, from $1M to $1M. Reported net income was $138K.
How have Luz N. Marrero Maldonado plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Luz N. Marrero Maldonado's sponsor-wide assets grew 11.7%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Luz N. Marrero Maldonado Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Upper Neches River Municipal Water Authority Employees Pension Plan & Trust in TX ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Luz N. Marrero Maldonado Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 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 660481680.

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.