Profit Sharing · DOL Form 5500 · 2022
O'neill & Borges LLC Profit Sharing Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 102
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $514,454
- Avg per participant High balance/head
Official DOL plan name: O'neill & Borges Employees Pension Plan · Sponsored by O'neill & Borges LLC · Puerto Rico · Professional & Technical Services
$52M in assets, 102 participants
O'neill & Borges LLC's O'neill & Borges Employees Pension Plan reported $52M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #19,286 in Professional & Technical Services (21,562 peers)
Where O'neill & Borges Employees Pension Plan sits by assets
O'neill & Borges Employees Pension Plan sits in the top quartile of all filed plans by assets, $52M for 102 participants (~$514,454/participant), up 7.5% in 2022.
- #19,286
- in Professional & Technical Services (21,562 peers)
- +7.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
O'neill & Borges Employees Pension Plan's outsized position by total assets
O'neill & Borges Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$52,474,341 Top 12% higher than 88% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
O'neill & Borges Employees Pension Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O'neill & Borges Employees Pension Plan sits mid-pack in the medium band (102 participants).
EBSA filing schedule strip
Filing strip 660242235 · O'neill & Borges LLC PY 2022 · Profit Sharing
O'neill & Borges Employees Pension Plan · $52M · 102 · 88th
- VS-ST $52M
- VS-ST 102
- VS-ST 88th
- VS-ST Profit Sharing
- VS-ST near Intermec Fssp Spinoff Plan
- VS-ST ind #19286
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 →
O'neill & Borges Employees Pension Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $4M |
| Employer EIN | 660242235 |
| Plan Effective Date | 2011-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O'neill & Borges LLC)
Sponsor-wide plan assets over time
All O'neill & Borges LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 24.52592401303334% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $52M |
| 2023 | 1 | 99 | $65M |
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 $611M · 2,614
- Popular, Inc. Pr Savings and Investment Plan $561M · 7,773
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $336M · 1,038
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $158M · 743
- The Oriental Bank Coda Profit Sharing Plan $110M · 2,082
O'neill & Borges Employees Pension Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Intermec Fssp Spinoff Plan in NC ($52M); by covered participants it is Dublin School 403(b) Retirement Plan in NH (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Intermec Fssp Spinoff Plan (NC) $52M · 91
- Gsk Puerto Rico 401(k) Plan (PA) $52M · 789
- Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund (OH) $53M · 388
- New Visions for Public Schools 403(b) Plan (NY) $53M · 731
Similar participant headcount
Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.
- Dublin School 403(b) Retirement Plan (NH) 102 · 0 off
- Z & M Sheet Metal, Inc. Profit Sharing Plan (VA) 102 · 0 off
- Our Lady of Peace 403(b) Plan (MN) 102 · 0 off
- Fidelity International Resource Management, Inc Retirement Savings Plan (FL) 102 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.