Profit Sharing · DOL Form 5500 · 2023

Dr. Hugo Montes Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
1
Participants Small participant base
52nd
Percentile by assets National rank
$7.2M
Avg per participant High balance/head
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Official DOL plan name: Hugo Montes Cardona Retirement Plan · Sponsored by Dr. Hugo Montes · Puerto Rico · Other Services

$7M in assets, 1 participants

Dr. Hugo Montes's Hugo Montes Cardona Retirement Plan reported $7M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,616 in Other Services (7,857 peers)

Dr. Hugo Montes multi-year trail

Dr. Hugo Montes's plans moved +23.3% in assets from 2022 to 2024; this filing shows Hugo Montes Cardona Retirement Plan at $7M / 1 participant.

#5,616
in Other Services (7,857 peers)
+10.6%
assets growth YoY

Hugo Montes Cardona Retirement Plan's mid-pack asset rank among Other Services and all filers

Hugo Montes Cardona Retirement Plan vs every filed plan by assets

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

$7,187,708 Top 48% higher than 52% 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

Hugo Montes Cardona 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. Hugo Montes Cardona Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hugo Montes Cardona Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $688K in the plan year 2023 filing.
  • Hugo Montes Cardona Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660289062 · Dr. Hugo Montes PY 2023 · Profit Sharing

Hugo Montes Cardona Retirement Plan · $7M · 1 · 52nd

  • 5500 $7M
  • ASSETS 1
  • PCT 52nd
  • EIN Profit Sharing
  • RANK near Riverside Radiation Oncology, Inc. Profit Sharing Plan and Trust
  • PHOTO ind #5616

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 →

Hugo Montes Cardona Retirement Plan in the asset neighbourhood

Hugo Montes Cardona Retirement PlanHugo Montes Cardona Retireme…$7MRiverside Radiation Oncology, Inc. Profit Sharing Plan and TrustRiverside Radiation Oncology…$7MMethodist Church Home for the Aged 403(b) PlanMethodist Church Home for th…$7MMorse, Morse & Morse, a Law Corporation 401(k) Profit Sharing PlanMorse, Morse & Morse, a Law …$7MLynn Community Health Center Retirement PlanLynn Community Health Center…$7M
End-of-year total assets ($M) among Hugo Montes Cardona Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Dr. Hugo Montes multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Hugo Montes plans reported in each filing year

Latest sponsor-wide plan assets
$8M 23.258755606098646% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.5M $8.01M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 1 $7M
2023 1 1 $7M
2024 1 1 $8M

Dr. Hugo Montes filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$688K
Employer EIN660289062
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.

Hugo Montes Cardona Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Hugo Montes Cardona Retirement Plan, Total assets ($M): 7.187708 · Participants: 1Hugo Montes Cardona 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
Hugo Montes Cardona Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Hugo Montes Cardona Retirement Plan side-by-side with 3 peers →

Hugo Montes Cardona Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Riverside Radiation Oncology, Inc. Profit Sharing Plan and Trust in OH ($7M); 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 Hugo Montes Cardona Retirement Plan assets move in 2023? ▼
Hugo Montes Cardona Retirement Plan grew at a solid clip - up 10.6% during 2023, from $7M to $7M. Reported net income was $688K.
How have Dr. Hugo Montes plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Hugo Montes's sponsor-wide assets grew 23.3%, from $7M to $8M.
Which Profit Sharing plans are similar in size to Hugo Montes Cardona Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Riverside Radiation Oncology, Inc. Profit Sharing Plan and Trust in OH ($7M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Hugo Montes Cardona 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 660289062.

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.