Profit Sharing · DOL Form 5500 · 2023

Carlos J. Fraga Millan Profit Sharing Plan

Data updated 2026-08-25

$969K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$968,877
Avg per participant High balance/head
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Official DOL plan name: Carlos J. Fraga Millan Retirement Plan · Sponsored by Carlos J. Fraga Millan · Puerto Rico · Professional & Technical Services

$969K in assets, 1 participants

Carlos J. Fraga Millan's Carlos J. Fraga Millan Retirement Plan reported $969K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,757 in Professional & Technical Services (20,321 peers)

Carlos J. Fraga Millan multi-year trail

Carlos J. Fraga Millan's plans moved -14.0% in assets from 2022 to 2024; this filing shows Carlos J. Fraga Millan Retirement Plan at $969K / 1 participant.

#3,757
in Professional & Technical Services (20,321 peers)
+1.0%
assets growth YoY

Carlos J. Fraga Millan Retirement Plan among the smaller filed plans by assets

Carlos J. Fraga Millan Retirement Plan vs every filed plan by assets

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

$968,877 23rd percentile higher than 23% 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

Carlos J. Fraga Millan 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. Carlos J. Fraga Millan Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carlos J. Fraga Millan Retirement Plan reported net income fell from $37K in the plan year 2022 filing to $10K in the plan year 2023 filing.
  • Carlos J. Fraga Millan Retirement Plan end-of-year assets rose from $959K in the plan year 2022 filing to $969K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660518092 · Carlos J. Fraga Millan PY 2023 · Profit Sharing

Carlos J. Fraga Millan Retirement Plan · $969K · 1 · 23rd

  • EOY $969K
  • EOY 1
  • EOY 23rd
  • EOY Profit Sharing
  • EOY near Robert M Degregorio Insurance Agency Inc Profit Sharing Plan
  • EOY ind #3757

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 →

Carlos J. Fraga Millan Retirement Plan in the asset neighbourhood

Carlos J. Fraga Millan Retirement PlanCarlos J. Fraga Millan Retir…$969KRobert M Degregorio Insurance Agency Inc Profit Sharing PlanRobert M Degregorio Insuranc…$969KThe Civis Group Inc. Profit Sharing PlanThe Civis Group Inc. Profit …$969KEdelman Jankow Co. Inc. Profit Sharing Plan & TrustEdelman Jankow Co. Inc. Prof…$970KKhenricks Inc. Retirement PlanKhenricks Inc. Retirement Pl…$970K
End-of-year total assets ($M) among Carlos J. Fraga Millan Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Carlos J. Fraga Millan multi-year asset trail

Sponsor-wide plan assets over time

All Carlos J. Fraga Millan plans reported in each filing year

Latest sponsor-wide plan assets
$825K 14.018570737323344% vs 2022
2024 filing year
$0.8M$0.85M$0.9M$0.95M$1M 202220232024 $0.96M $0.82M ▼ -14.6%
Year Plans Participants Total Assets
2022 1 1 $959K
2023 1 1 $969K
2024 1 1 $825K

Carlos J. Fraga Millan filing trail (2023)

Total Assets (Beginning of Year)$959K
Net Assets (End of Year)$969K
Net Income$10K
Employer EIN660518092
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Carlos J. Fraga Millan Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Carlos J. Fraga Millan Retirement Plan, Total assets ($M): 0.968877 · Participants: 1Carlos J. Fraga Millan 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
Carlos J. Fraga Millan Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Carlos J. Fraga Millan Retirement Plan side-by-side with 3 peers →

Carlos J. Fraga Millan Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Robert M Degregorio Insurance Agency Inc Profit Sharing Plan in MA ($969K); 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 Carlos J. Fraga Millan Retirement Plan assets move in 2023? ▼
Carlos J. Fraga Millan Retirement Plan edged up modestly - up 1.0% during 2023, from $959K to $969K. Reported net income was $10K.
How have Carlos J. Fraga Millan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlos J. Fraga Millan's sponsor-wide assets declined 14.0%, from $959K to $825K.
Where does Carlos J. Fraga Millan Retirement Plan rank by assets among Form 5500 filers? ▼
Carlos J. Fraga Millan Retirement Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Carlos J. Fraga Millan Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Robert M Degregorio Insurance Agency Inc Profit Sharing Plan in MA ($969K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Carlos J. Fraga Millan 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 660518092.

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.