Profit Sharing · DOL Form 5500 · 2023
Luis a. Segarra Financial & Insurance Services Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Luis a. Segarra Financial & Insurance Services Profit Sharing Plan · Sponsored by Luis a. Segarra Financial & Insurance Services · Puerto Rico · Finance & Insurance
$2M in assets, 2 participants
Luis a. Segarra Financial & Insurance Services's Luis a. Segarra Financial & Insurance Services Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #1,931 in Finance & Insurance (8,869 peers)
Luis a. Segarra Financial & Insurance Services multi-year trail
Luis a. Segarra Financial & Insurance Services's plans moved +132.9% in assets from 2022 to 2024; this filing shows Luis a. Segarra Financial & Insurance Services Profit Sharing Plan at $2M / 2 participants.
- #1,931
- in Finance & Insurance (8,869 peers)
- +17.9%
- assets growth YoY
Luis a. Segarra Financial & Insurance Services Profit Sharing Plan among the smaller filed plans by assets
Luis a. Segarra Financial & Insurance Services Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,252,636 32nd percentile higher than 32% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Luis a. Segarra Financial & Insurance Services Profit Sharing 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. Luis a. Segarra Financial & Insurance Services Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Luis a. Segarra Financial & Insurance Services Profit Sharing Plan reported net income rose from -$5K in the plan year 2022 filing to $116K in the plan year 2023 filing.
- Luis a. Segarra Financial & Insurance Services Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 660525786 · Luis a. Segarra Financial & Insurance Services PY 2023 · Profit Sharing
Luis a. Segarra Financial & Insurance Services Profit Sharing Plan · $2M · 2 · 32nd
- IND $2M
- IND 2
- IND 32nd
- IND Profit Sharing
- IND near Robert a. Motel P.C., Profit Sharing Plan
- IND ind #1931
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 →
Luis a. Segarra Financial & Insurance Services Profit Sharing Plan in the asset neighbourhood
Luis a. Segarra Financial & Insurance Services multi-year asset trail
Sponsor-wide plan assets over time
All Luis a. Segarra Financial & Insurance Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 132.86043041090386% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 2 | 4 | $3M |
| 2024 | 2 | 4 | $4M |
Luis a. Segarra Financial & Insurance Services filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $116K |
| Employer EIN | 660525786 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Luis a. Segarra Financial & Insurance Services Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Robert a. Motel P.C., Profit Sharing Plan in IL ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.