Profit Sharing · DOL Form 5500 · 2022

O'neill & Borges LLC Profit Sharing Plan

Data updated 2026-08-11

$52M
Total assets
102
Participants
88th
Percentile by assets
$514,454
Avg per participant
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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.

  • 88th percentile by assets (of 139,126 plans)
  • #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.

$52M
total plan assets (2022 EOY)
102
covered participants
88th
percentile by assets (of 139,126 plans)
$514,454
avg assets per participant

O'neill & Borges Employees Pension Plan vs the 2022 asset distribution

By assets, O'neill & Borges Employees Pension Plan outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$52M
Net Income$4M
Employer EIN660242235
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O'neill & Borges LLC)

$50M$55M$60M$65M$70M 20222023 $52.5M $65.3M ▲ +24.5%
Total plan assets by year, all O'neill & Borges LLC plans on file
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.

O'neill & Borges Employees Pension Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

O'neill & Borges Employees Pension Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 0200400600800 Total assets ($M) Participants O'neill & Borges Emp…The Retirement and S…Popular, Inc. Pr Sav…The Savings Plan for…Hewlett Packard Ente…The Oriental Bank Co…
O'neill & Borges Employees Pension Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to O'neill & Borges Employees Pension Plan by total assets, not by location.

Frequently Asked Questions

How did O'neill & Borges Employees Pension Plan assets move in 2022?
O'neill & Borges Employees Pension Plan grew at a solid clip - up 7.5% during 2022, from $49M to $52M. Reported net income was $4M.
How have O'neill & Borges LLC plan assets changed over time?
Across 2 plan years on file (2022-2023), O'neill & Borges LLC's sponsor-wide assets grew 24.5%, from $52M to $65M.
Where does O'neill & Borges Employees Pension Plan rank by assets among Form 5500 filers?
O'neill & Borges Employees Pension Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to O'neill & Borges Employees Pension Plan?
Among Profit Sharing plans in other states, the closest by assets is Intermec Fssp Spinoff Plan in NC ($52M, 91 participants).

Scale reading

Ways to act on O'neill & Borges Employees Pension Plan's numbers.