Profit Sharing · DOL Form 5500 · 2023

Aes Puerto Rico, LP Profit Sharing Plan

Data updated 2026-08-11

$17M
Total assets
111
Participants
70th
Percentile by assets
$157,345
Avg per participant
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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.

  • 70th percentile by assets (of 127,072 plans)
  • #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.

$17M
total plan assets (2023 EOY)
111
covered participants
70th
percentile by assets (of 127,072 plans)
$157,345
avg assets per participant

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 →

Profit Sharing filing for Aes Puerto Rico, LP Retirement Plan

Profit Sharing filing for plan year 2023: EIN 660547978 ; effective since 2001-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

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)

$17M$17.5M$18M$18.5M 202220232024 $17.2M $18.2M ▲ +5.8%
Total plan assets by year, all Aes Puerto Rico, LP plans on file
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

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 …The Retirement and S…Popular, Inc. Pr Sav…The Savings Plan for…Hewlett Packard Ente…The Oriental Bank Co…
Aes Puerto Rico, LP Retirement 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 Aes Puerto Rico, LP Retirement Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Aes Puerto Rico, LP Retirement Plan's numbers.