Profit Sharing · DOL Form 5500 · 2023

Dr. Orlando S. Fernandez Lugo Profit Sharing Plan

Data updated 2026-08-25

$970K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$484,828
Avg per participant High balance/head
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Official DOL plan name: Orlando S. Fernandez Lugo Retirement Plan · Sponsored by Dr. Orlando S. Fernandez Lugo · Puerto Rico · Healthcare & Social Assistance

$970K in assets, 2 participants

Dr. Orlando S. Fernandez Lugo's Orlando S. Fernandez Lugo Retirement Plan reported $970K in total assets and 2 participants 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.

  • #3,388 in Healthcare & Social Assistance (17,684 peers)

Dr. Orlando S. Fernandez Lugo multi-year trail

Dr. Orlando S. Fernandez Lugo's plans moved +24.0% in assets from 2022 to 2024; this filing shows Orlando S. Fernandez Lugo Retirement Plan at $970K / 2 participants.

#3,388
in Healthcare & Social Assistance (17,684 peers)
+9.1%
assets growth YoY

Orlando S. Fernandez Lugo Retirement Plan among the smaller filed plans by assets

Orlando S. Fernandez Lugo Retirement Plan vs every filed plan by assets

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

$969,656 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

Orlando S. Fernandez Lugo 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. Orlando S. Fernandez Lugo Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orlando S. Fernandez Lugo Retirement Plan reported net income rose from -$218K in the plan year 2022 filing to $81K in the plan year 2023 filing.
  • Orlando S. Fernandez Lugo Retirement Plan end-of-year assets rose from $888K in the plan year 2022 filing to $970K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660421009 · Dr. Orlando S. Fernandez Lugo PY 2023 · Profit Sharing

Orlando S. Fernandez Lugo Retirement Plan · $970K · 2 · 23rd

  • EOY $970K
  • 5500 2
  • ASSETS 23rd
  • PCT Profit Sharing
  • EIN near Edelman Jankow Co. Inc. Profit Sharing Plan & Trust
  • RANK ind #3388

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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →

Orlando S. Fernandez Lugo Retirement Plan in the asset neighbourhood

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

Dr. Orlando S. Fernandez Lugo multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Orlando S. Fernandez Lugo plans reported in each filing year

Latest sponsor-wide plan assets
$1M 24.030372543148957% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.89M $1.1M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 2 $888K
2023 1 2 $970K
2024 1 2 $1M

Dr. Orlando S. Fernandez Lugo filing trail (2023)

Total Assets (Beginning of Year)$888K
Net Assets (End of Year)$970K
Net Income$81K
Employer EIN660421009
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Orlando S. Fernandez Lugo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Orlando S. Fernandez Lugo Retirement Plan, Total assets ($M): 0.969656 · Participants: 2Orlando S. Fernandez Lugo 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
Orlando S. Fernandez Lugo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Orlando S. Fernandez Lugo Retirement Plan side-by-side with 3 peers →

Orlando S. Fernandez Lugo Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Edelman Jankow Co. Inc. Profit Sharing Plan & Trust in IL ($970K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Orlando S. Fernandez Lugo Retirement Plan assets move in 2023? ▼
Orlando S. Fernandez Lugo Retirement Plan grew at a solid clip - up 9.1% during 2023, from $888K to $970K. Reported net income was $81K.
How have Dr. Orlando S. Fernandez Lugo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Orlando S. Fernandez Lugo's sponsor-wide assets grew 24.0%, from $888K to $1M.
Where does Orlando S. Fernandez Lugo Retirement Plan rank by assets among Form 5500 filers? ▼
Orlando S. Fernandez Lugo 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 Orlando S. Fernandez Lugo Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Edelman Jankow Co. Inc. Profit Sharing Plan & Trust in IL ($970K, 70 participants).
Which Profit Sharing plans cover a similar participant headcount to Orlando S. Fernandez Lugo Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 660421009.

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.