Profit Sharing · DOL Form 5500 · 2023

Tirso T. Pena Profit Sharing Plan

Data updated 2026-08-25

$636K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$159,056
Avg per participant Above avg balance/head
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Official DOL plan name: Tirso T. Pena Retirement Plan · Sponsored by Tirso T. Pena · Puerto Rico · Healthcare & Social Assistance

$636K in assets, 4 participants

Tirso T. Pena's Tirso T. Pena Retirement Plan reported $636K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,689 in Healthcare & Social Assistance (17,684 peers)

Tirso T. Pena multi-year trail

Tirso T. Pena's plans moved +41.0% in assets from 2022 to 2024; this filing shows Tirso T. Pena Retirement Plan at $636K / 4 participants.

#2,689
in Healthcare & Social Assistance (17,684 peers)
+14.0%
assets growth YoY

Tirso T. Pena Retirement Plan among the smaller filed plans by assets

Tirso T. Pena Retirement Plan vs every filed plan by assets

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

$636,222 20th percentile higher than 20% 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

Tirso T. Pena 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. Tirso T. Pena Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tirso T. Pena Retirement Plan reported net income rose from -$104K in the plan year 2022 filing to $78K in the plan year 2023 filing.
  • Tirso T. Pena Retirement Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Tirso T. Pena Retirement Plan end-of-year assets rose from $558K in the plan year 2022 filing to $636K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660876666 · Tirso T. Pena PY 2023 · Profit Sharing

Tirso T. Pena Retirement Plan · $636K · 4 · 20th

  • RANK $636K
  • PHOTO 4
  • IND 20th
  • EOY Profit Sharing
  • 5500 near Leap of Faith Journey Inc. Retirement Plan
  • ASSETS ind #2689

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 →

Tirso T. Pena Retirement Plan in the asset neighbourhood

Tirso T. Pena Retirement Plan$636KLeap of Faith Journey Inc. Retirement PlanLeap of Faith Journey Inc. R…$636KD&f Home Care Corporation Retirement PlanD&f Home Care Corporation Re…$636KHardell Corp. Profit Sharing PlanHardell Corp. Profit Sharing…$636KAsheville Dog Boarding, Inc. Profit Sharing PlanAsheville Dog Boarding, Inc.…$637K
End-of-year total assets ($M) among Tirso T. Pena Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Tirso T. Pena multi-year asset trail

Sponsor-wide plan assets over time

All Tirso T. Pena plans reported in each filing year

Latest sponsor-wide plan assets
$787K 40.98187324713493% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.56M $0.79M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 3 $558K
2023 1 4 $636K
2024 1 4 $787K

Tirso T. Pena filing trail (2023)

Total Assets (Beginning of Year)$558K
Net Assets (End of Year)$636K
Net Income$78K
Employer EIN660876666
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Tirso T. Pena Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Tirso T. Pena Retirement Plan, Total assets ($M): 0.636222 · Participants: 4Tirso T. Pena 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
Tirso T. Pena Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Tirso T. Pena Retirement Plan side-by-side with 3 peers →

Tirso T. Pena Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Leap of Faith Journey Inc. Retirement Plan in TX ($636K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Tirso T. Pena Retirement Plan assets move in 2023? ▼
Tirso T. Pena Retirement Plan grew at a solid clip - up 14.0% during 2023, from $558K to $636K. Reported net income was $78K.
How have Tirso T. Pena plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tirso T. Pena's sponsor-wide assets grew 41.0%, from $558K to $787K.
Where does Tirso T. Pena Retirement Plan rank by assets among Form 5500 filers? ▼
Tirso T. Pena Retirement Plan ranks in the 20th 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 Tirso T. Pena Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Leap of Faith Journey Inc. Retirement Plan in TX ($636K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Tirso T. Pena Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 660876666.

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.