Profit Sharing · DOL Form 5500 · 2023

Lydia I. Ruiz Muniz Profit Sharing Plan

Data updated 2026-08-25

$494K
Total assets Small plan by assets
4
Participants Small participant base
18th
Percentile by assets National rank
$123,599
Avg per participant Near avg balance/head
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Official DOL plan name: Lydia I. Ruiz Muniz, Md Retirement Plan · Sponsored by Lydia I. Ruiz Muniz · Puerto Rico · Other Services

$494K in assets, 4 participants

Lydia I. Ruiz Muniz's Lydia I. Ruiz Muniz, Md Retirement Plan reported $494K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,017 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Lydia I. Ruiz Muniz, Md Retirement Plan ranks #3,017 of 7,857 2023 filers by assets (4060% of the sector average)-$494K for 4 participants.

#3,017
in Other Services (7,857 peers)
+7.7%
assets growth YoY

Lydia I. Ruiz Muniz, Md Retirement Plan among the smaller filed plans by assets

Lydia I. Ruiz Muniz, Md Retirement Plan vs every filed plan by assets

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

$494,395 18th percentile higher than 18% 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

Lydia I. Ruiz Muniz, Md 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. Lydia I. Ruiz Muniz, Md Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lydia I. Ruiz Muniz, Md Retirement Plan reported net income rose from -$50K in the plan year 2022 filing to $35K in the plan year 2023 filing.
  • Lydia I. Ruiz Muniz, Md Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Lydia I. Ruiz Muniz, Md Retirement Plan end-of-year assets rose from $459K in the plan year 2022 filing to $494K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660752340 · Lydia I. Ruiz Muniz PY 2023 · Profit Sharing

Lydia I. Ruiz Muniz, Md Retirement Plan · $494K · 4 · 18th

  • PART $494K
  • TYPE 4
  • NET 18th
  • BOOK Profit Sharing
  • VS-ST near Burton Lg Enterprises, Inc. Profit Sharing Plan
  • BOY ind #3017

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 Other Services retirement plans → · Plans in Puerto Rico →

Lydia I. Ruiz Muniz, Md Retirement Plan in the asset neighbourhood

Lydia I. Ruiz Muniz, Md Retirement PlanLydia I. Ruiz Muniz, Md Reti…$494KBurton Lg Enterprises, Inc. Profit Sharing PlanBurton Lg Enterprises, Inc. …$494KGunter Media Group, Inc. Retirement PlanGunter Media Group, Inc. Ret…$494KRaider Ram Inc. Retirement PlanRaider Ram Inc. Retirement P…$494KServices by Design Inc. Retirement PlanServices by Design Inc. Reti…$494K
End-of-year total assets ($M) among Lydia I. Ruiz Muniz, Md Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$459K
Net Assets (End of Year)$494K
Net Income$35K
Employer EIN660752340
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lydia I. Ruiz Muniz)

Sponsor-wide plan assets over time

All Lydia I. Ruiz Muniz plans reported in each filing year

Latest sponsor-wide plan assets
$570K 24.12015091840647% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M$0.6M 202220232024 $0.46M $0.57M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 5 $459K
2023 1 4 $494K
2024 1 6 $570K

Nearby Profit Sharing Plans in Puerto Rico

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

Lydia I. Ruiz Muniz, Md Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Lydia I. Ruiz Muniz, Md Retirement Plan, Total assets ($M): 0.494395 · Participants: 4Lydia I. Ruiz Muniz, Md 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
Lydia I. Ruiz Muniz, Md Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Lydia I. Ruiz Muniz, Md Retirement Plan side-by-side with 3 peers →

Lydia I. Ruiz Muniz, Md Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Burton Lg Enterprises, Inc. Profit Sharing Plan in WA ($494K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($494K here).

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 Lydia I. Ruiz Muniz, Md Retirement Plan assets move in 2023? ▼
Lydia I. Ruiz Muniz, Md Retirement Plan grew at a solid clip - up 7.7% during 2023, from $459K to $494K. Reported net income was $35K.
How have Lydia I. Ruiz Muniz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lydia I. Ruiz Muniz's sponsor-wide assets grew 24.1%, from $459K to $570K.
Where does Lydia I. Ruiz Muniz, Md Retirement Plan rank by assets among Form 5500 filers? ▼
Lydia I. Ruiz Muniz, Md Retirement Plan ranks in the 18th 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 Lydia I. Ruiz Muniz, Md Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Burton Lg Enterprises, Inc. Profit Sharing Plan in WA ($494K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Lydia I. Ruiz Muniz, Md 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 660752340.

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.