Profit Sharing · DOL Form 5500 · 2023

Edgardo Alegria Alicea 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
$885,445
Avg per participant High balance/head
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Official DOL plan name: Edgardo Alegria Alicea Retirement Plan · Sponsored by Edgardo Alegria Alicea · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 2 participants

Edgardo Alegria Alicea's Edgardo Alegria Alicea 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.

  • #4,785 in Healthcare & Social Assistance (17,684 peers)

Edgardo Alegria Alicea multi-year trail

Edgardo Alegria Alicea's plans moved +24.3% in assets from 2022 to 2024; this filing shows Edgardo Alegria Alicea Retirement Plan at $2M / 2 participants.

#4,785
in Healthcare & Social Assistance (17,684 peers)
+13.7%
assets growth YoY

Edgardo Alegria Alicea Retirement Plan among the smaller filed plans by assets

Edgardo Alegria Alicea Retirement Plan vs every filed plan by assets

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

$1,770,890 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

Edgardo Alegria Alicea 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. Edgardo Alegria Alicea Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edgardo Alegria Alicea Retirement Plan reported net income rose from -$286K in the plan year 2022 filing to $214K in the plan year 2023 filing.
  • Edgardo Alegria Alicea 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 660434901 · Edgardo Alegria Alicea PY 2023 · Profit Sharing

Edgardo Alegria Alicea Retirement Plan · $2M · 2 · 29th

  • PART $2M
  • PART 2
  • PART 29th
  • PART Profit Sharing
  • PART near Self -Employed 401(k) Plan for Pizer Associates, PC
  • PART ind #4785

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 →

Edgardo Alegria Alicea Retirement Plan in the asset neighbourhood

Edgardo Alegria Alicea Retirement PlanEdgardo Alegria Alicea Retir…$2MSelf -Employed 401(k) Plan for Pizer Associates, PCSelf -Employed 401(k) Plan f…$2MPathtech Ltd Profit Sharing Plan U/a 12/27/02Pathtech Ltd Profit Sharing …$2MBigger Bags, Inc. Profit Sharing PlanBigger Bags, Inc. Profit Sha…$2MHennessy Consulting Inc Profit Sharing PlanHennessy Consulting Inc Prof…$2M
End-of-year total assets ($M) among Edgardo Alegria Alicea Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Edgardo Alegria Alicea multi-year asset trail

Sponsor-wide plan assets over time

All Edgardo Alegria Alicea plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.273108515133806% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.56M $1.94M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Edgardo Alegria Alicea filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$214K
Employer EIN660434901
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Edgardo Alegria Alicea Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Edgardo Alegria Alicea Retirement Plan, Total assets ($M): 1.77089 · Participants: 2Edgardo Alegria Alicea 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
Edgardo Alegria Alicea Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Edgardo Alegria Alicea Retirement Plan side-by-side with 3 peers →

Edgardo Alegria Alicea Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Self -Employed 401(k) Plan for Pizer Associates, PC in MA ($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.

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 Edgardo Alegria Alicea Retirement Plan assets move in 2023? ▼
Edgardo Alegria Alicea Retirement Plan grew at a solid clip - up 13.7% during 2023, from $2M to $2M. Reported net income was $214K.
How have Edgardo Alegria Alicea plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edgardo Alegria Alicea's sponsor-wide assets grew 24.3%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Edgardo Alegria Alicea Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Self -Employed 401(k) Plan for Pizer Associates, PC in MA ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Edgardo Alegria Alicea 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 660434901.

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.