Profit Sharing · DOL Form 5500 · 2023

Nelson R. Medina Moreno Profit Sharing Plan

Data updated 2026-08-25

$579K
Total assets Small plan by assets
3
Participants Small participant base
19th
Percentile by assets National rank
$193,072
Avg per participant Above avg balance/head
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Official DOL plan name: Nelson R. Medina Moreno Retiremen Plan · Sponsored by Nelson R. Medina Moreno · Puerto Rico · Healthcare & Social Assistance

$579K in assets, 3 participants

Nelson R. Medina Moreno's Nelson R. Medina Moreno Retiremen Plan reported $579K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,555 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Nelson R. Medina Moreno Retiremen Plan holds $579K for 3 participants - about $193,072 per participant, among the smaller plans by assets on file.

#2,555
in Healthcare & Social Assistance (17,684 peers)
+0.0%
assets growth YoY

Nelson R. Medina Moreno Retiremen Plan among the smaller filed plans by assets

Nelson R. Medina Moreno Retiremen Plan vs every filed plan by assets

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

$579,216 19th percentile higher than 19% 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

Nelson R. Medina Moreno Retiremen 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. Nelson R. Medina Moreno Retiremen Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 660613358 · Nelson R. Medina Moreno PY 2023 · Profit Sharing

Nelson R. Medina Moreno Retiremen Plan · $579K · 3 · 19th

  • BOOK $579K
  • BOOK 3
  • BOOK 19th
  • BOOK Profit Sharing
  • BOOK near Kopi Kanyon Inc. Retirement Plan
  • BOOK ind #2555

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 →

Nelson R. Medina Moreno Retiremen Plan in the asset neighbourhood

Nelson R. Medina Moreno Retiremen PlanNelson R. Medina Moreno Reti…$579KKopi Kanyon Inc. Retirement PlanKopi Kanyon Inc. Retirement …$579KJames a. Mcpeake Profit Sharing PlanJames a. Mcpeake Profit Shar…$579KCampbell Stainless Products Co., Inc. Employees' Profit Sharing PlanCampbell Stainless Products …$579KRoger C. Winkle Profit Sharing PlanRoger C. Winkle Profit Shari…$580K
End-of-year total assets ($M) among Nelson R. Medina Moreno Retiremen Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$579K
Net Assets (End of Year)$579K
Employer EIN660613358
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nelson R. Medina Moreno)

Sponsor-wide plan assets over time

All Nelson R. Medina Moreno plans reported in each filing year

Latest sponsor-wide plan assets
$579K 0% vs 2022
2024 filing year
$0.58M 202220232024 $0.58M $0.58M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 3 $579K
2023 1 3 $579K
2024 1 3 $579K

Nearby Profit Sharing Plans in Puerto Rico

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

Nelson R. Medina Moreno Retiremen Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Nelson R. Medina Moreno Retiremen Plan, Total assets ($M): 0.579216 · Participants: 3Nelson R. Medina Moreno Retiremen 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
Nelson R. Medina Moreno Retiremen Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Nelson R. Medina Moreno Retiremen Plan side-by-side with 3 peers →

Nelson R. Medina Moreno Retiremen Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Kopi Kanyon Inc. Retirement Plan in CO ($579K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Nelson R. Medina Moreno Retiremen Plan assets move in 2023? ▼
Nelson R. Medina Moreno Retiremen Plan held essentially flat - up 0.0% during 2023, from $579K to $579K.
How have Nelson R. Medina Moreno plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelson R. Medina Moreno's sponsor-wide assets grew 0.0%, from $579K to $579K.
Where does Nelson R. Medina Moreno Retiremen Plan rank by assets among Form 5500 filers? ▼
Nelson R. Medina Moreno Retiremen Plan ranks in the 19th 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 Nelson R. Medina Moreno Retiremen Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kopi Kanyon Inc. Retirement Plan in CO ($579K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Nelson R. Medina Moreno Retiremen Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 660613358.

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.