Profit Sharing · DOL Form 5500 · 2023

Optima Seguros Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
153
Participants Small participant base
45th
Percentile by assets National rank
$33,571
Avg per participant Low balance/head
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Official DOL plan name: Optima Seguros Profit Sharing & Savings Plan · Sponsored by Optima Seguros · Puerto Rico · Finance & Insurance

$5M in assets, 153 participants

Optima Seguros's Optima Seguros Profit Sharing & Savings Plan reported $5M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,826 in Finance & Insurance (8,869 peers)

Optima Seguros multi-year trail

Optima Seguros's plans moved +60.2% in assets from 2022 to 2024; this filing shows Optima Seguros Profit Sharing & Savings Plan at $5M / 153 participants.

#2,826
in Finance & Insurance (8,869 peers)
+26.2%
assets growth YoY

Optima Seguros Profit Sharing & Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Optima Seguros Profit Sharing & Savings Plan vs every filed plan by assets

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

$5,136,303 45th percentile higher than 45% 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

Optima Seguros Profit Sharing & Savings 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. Optima Seguros Profit Sharing & Savings Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Optima Seguros Profit Sharing & Savings Plan reported net income rose from -$623K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Optima Seguros Profit Sharing & Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Optima Seguros Profit Sharing & Savings Plan reported participants rose from 145 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660668490 · Optima Seguros PY 2023 · Profit Sharing

Optima Seguros Profit Sharing & Savings Plan · $5M · 153 · 45th

  • VS-ST $5M
  • BOY 153
  • SCH 45th
  • EBSA Profit Sharing
  • PART near Childress Royalty Company Employee Profit Sharing Plan
  • TYPE ind #2826

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Optima Seguros Profit Sharing & Savings Plan in the asset neighbourhood

Optima Seguros Profit Sharing & Savings PlanOptima Seguros Profit Sharin…$5MChildress Royalty Company Employee Profit Sharing PlanChildress Royalty Company Em…$5MOne Health 403(b) Plan$5MUnited Community Health Center 403(b) PlanUnited Community Health Cent…$5MComputer Accounting & Tax Service Profit Sharing PlanComputer Accounting & Tax Se…$5M
End-of-year total assets ($M) among Optima Seguros Profit Sharing & Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Optima Seguros multi-year asset trail

Sponsor-wide plan assets over time

All Optima Seguros plans reported in each filing year

Latest sponsor-wide plan assets
$7M 60.23869087507542% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.07M $6.52M ▲ +60.2%
Year Plans Participants Total Assets
2022 1 145 $4M
2023 1 153 $5M
2024 1 152 $7M

Optima Seguros filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN660668490
Plan Effective Date2010-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Optima Seguros Profit Sharing & Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Optima Seguros Profit Sharing & Savings Plan, Total assets ($M): 5.136303 · Participants: 153Optima Seguros Profit Sharing & Savings 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
Optima Seguros Profit Sharing & Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Optima Seguros Profit Sharing & Savings Plan side-by-side with 3 peers →

Optima Seguros Profit Sharing & Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Childress Royalty Company Employee Profit Sharing Plan in MO ($5M); by covered participants it is Bbyo 403(b) Plan in DC (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Optima Seguros Profit Sharing & Savings Plan assets move in 2023? ▼
Optima Seguros Profit Sharing & Savings Plan grew sharply - up 26.2% during 2023, from $4M to $5M. Reported net income was $1M.
How have Optima Seguros plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optima Seguros's sponsor-wide assets grew 60.2%, from $4M to $7M.
Which Profit Sharing plans are similar in size to Optima Seguros Profit Sharing & Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Childress Royalty Company Employee Profit Sharing Plan in MO ($5M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Optima Seguros Profit Sharing & Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bbyo 403(b) Plan in DC (153 participants, $14M 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 660668490.

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.