Profit Sharing · DOL Form 5500 · 2023
Maria Dumois and Alvin Lopez Profit Sharing Plan
Data updated 2026-08-25
- $759K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $151,704
- Avg per participant Above avg balance/head
Official DOL plan name: M. Dumois and a. Lopez Retirement Plan · Sponsored by Maria Dumois and Alvin Lopez · Puerto Rico · Healthcare & Social Assistance
$759K in assets, 5 participants
Maria Dumois and Alvin Lopez's M. Dumois and a. Lopez Retirement Plan reported $759K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #2,975 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
M. Dumois and a. Lopez Retirement Plan holds $759K for 5 participants - about $151,704 per participant, among the smaller plans by assets on file.
- #2,975
- in Healthcare & Social Assistance (17,684 peers)
- -5.8%
- assets change YoY
The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
M. Dumois and a. Lopez Retirement Plan among the smaller filed plans by assets
M. Dumois and a. Lopez Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$758,522 21st percentile higher than 21% 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
M. Dumois and a. Lopez 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. M. Dumois and a. Lopez Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- M. Dumois and a. Lopez Retirement Plan reported net income rose from -$152K in the plan year 2022 filing to -$47K in the plan year 2023 filing.
- M. Dumois and a. Lopez Retirement Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
- M. Dumois and a. Lopez Retirement Plan end-of-year assets fell from $806K in the plan year 2022 filing to $759K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 599166486 · Maria Dumois and Alvin Lopez PY 2023 · Profit Sharing
M. Dumois and a. Lopez Retirement Plan · $759K · 5 · 21st
- PCT $759K
- EIN 5
- RANK 21st
- PHOTO Profit Sharing
- IND near Morrice Lengemann & Miller, P.C. Employees Profit Sharing Plan & Trust
- EOY ind #2975
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 →
M. Dumois and a. Lopez Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $806K |
|---|---|
| Net Assets (End of Year) | $759K |
| Net Income | -$47K |
| Employer EIN | 599166486 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Maria Dumois and Alvin Lopez)
Sponsor-wide plan assets over time
All Maria Dumois and Alvin Lopez plans reported in each filing year
- Latest sponsor-wide plan assets
- $805K 0.0045933061873075776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $806K |
| 2023 | 1 | 5 | $759K |
| 2024 | 1 | 5 | $805K |
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
M. Dumois and a. Lopez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Morrice Lengemann & Miller, P.C. Employees Profit Sharing Plan & Trust in MI ($758K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($759K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.