Profit Sharing · DOL Form 5500 · 2023

Aes Puerto Rico, LP Profit Sharing Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
111
Participants Small participant base
70th
Percentile by assets National rank
$157,345
Avg per participant Above avg balance/head
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Official DOL plan name: Aes Puerto Rico, LP Retirement Plan · Sponsored by Aes Puerto Rico, LP · Puerto Rico · Professional & Technical Services

$17M in assets, 111 participants

Aes Puerto Rico, LP's Aes Puerto Rico, LP Retirement Plan reported $17M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,147 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Aes Puerto Rico, LP Retirement Plan holds $17M for 111 participants - about $157,345 per participant, above the median plan by assets.

#14,147
in Professional & Technical Services (20,321 peers)
+1.5%
assets growth YoY

Aes Puerto Rico, LP Retirement Plan's outsized position by total assets

Aes Puerto Rico, LP Retirement Plan vs every filed plan by assets

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

$17,465,301 Top 30% higher than 70% 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

Aes Puerto Rico, LP Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aes Puerto Rico, LP Retirement Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aes Puerto Rico, LP Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $253K in the plan year 2023 filing.
  • Aes Puerto Rico, LP Retirement Plan reported participants fell from 114 in the plan year 2022 filing to 111 in the plan year 2023 filing.
  • Aes Puerto Rico, LP Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660547978 · Aes Puerto Rico, LP PY 2023 · Profit Sharing

Aes Puerto Rico, LP Retirement Plan · $17M · 111 · 70th

  • BOOK $17M
  • BOOK 111
  • BOOK 70th
  • BOOK Profit Sharing
  • BOOK near Orndorff & Spaid, Inc. Profit Sharing Plan & Trust
  • BOOK ind #14147

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 →

Aes Puerto Rico, LP Retirement Plan in the asset neighbourhood

Rf Products, Inc. Employee Profit-Sharing PlanRf Products, Inc. Employee P…$18MArchitectural Millwork of Santa Barbara, Inc. Profit Sharing PlanArchitectural Millwork of Sa…$18MOrndorff & Spaid, Inc. Profit Sharing Plan & TrustOrndorff & Spaid, Inc. Profi…$17MAes Puerto Rico, LP Retirement PlanAes Puerto Rico, LP Retireme…$17MBricklayers & Allied Craftsmen Local 2 Annuity FundBricklayers & Allied Craftsm…$17M
End-of-year total assets ($M) among Aes Puerto Rico, LP Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income$253K
Employer EIN660547978
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aes Puerto Rico, LP)

Sponsor-wide plan assets over time

All Aes Puerto Rico, LP plans reported in each filing year

Latest sponsor-wide plan assets
$18M 5.802497023037645% vs 2022
2024 filing year
$17M$17.5M$18M$18.5M 202220232024 $17.2M $18.2M ▲ +5.8%
Year Plans Participants Total Assets
2022 1 114 $17M
2023 1 111 $17M
2024 1 112 $18M

Nearby Profit Sharing Plans in Puerto Rico

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

Aes Puerto Rico, LP Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Aes Puerto Rico, LP Retirement Plan, Total assets ($M): 17.465301 · Participants: 111Aes Puerto Rico, LP 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
Aes Puerto Rico, LP Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Aes Puerto Rico, LP Retirement Plan side-by-side with 3 peers →

Aes Puerto Rico, LP Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Orndorff & Spaid, Inc. Profit Sharing Plan & Trust in MD ($17M); by covered participants it is Nassau Suffolk Services for the Autistic Inc. 403(b) Plan in NY (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Aes Puerto Rico, LP Retirement Plan assets move in 2023? ▼
Aes Puerto Rico, LP Retirement Plan edged up modestly - up 1.5% during 2023, from $17M to $17M. Reported net income was $253K.
How have Aes Puerto Rico, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aes Puerto Rico, LP's sponsor-wide assets grew 5.8%, from $17M to $18M.
Which Profit Sharing plans are similar in size to Aes Puerto Rico, LP Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Orndorff & Spaid, Inc. Profit Sharing Plan & Trust in MD ($17M, 174 participants).
Which Profit Sharing plans cover a similar participant headcount to Aes Puerto Rico, LP Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Nassau Suffolk Services for the Autistic Inc. 403(b) Plan in NY (111 participants, $6M 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 660547978.

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.