Profit Sharing · DOL Form 5500 · 2023
Dr. Jose a. Carro Soto & Margarita Mendoza Marin Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $2.1M
- Avg per participant High balance/head
Official DOL plan name: Jose a. Carro Soto Profit Sharing Retirement Plan · Sponsored by Dr. Jose a. Carro Soto & Margarita Mendoza Marin · Puerto Rico · Healthcare & Social Assistance
$4M in assets, 2 participants
Dr. Jose a. Carro Soto & Margarita Mendoza Marin's Jose a. Carro Soto Profit Sharing Retirement Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #7,714 in Healthcare & Social Assistance (17,684 peers)
Dr. Jose a. Carro Soto & Margarita Mendoza Marin multi-year trail
Dr. Jose a. Carro Soto & Margarita Mendoza Marin's plans moved +58.8% in assets from 2022 to 2024; this filing shows Jose a. Carro Soto Profit Sharing Retirement Plan at $4M / 2 participants.
- #7,714
- in Healthcare & Social Assistance (17,684 peers)
- +45.3%
- assets growth YoY
Jose a. Carro Soto Profit Sharing Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Jose a. Carro Soto Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,108,298 41st percentile higher than 41% 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
Jose a. Carro Soto Profit Sharing 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. Jose a. Carro Soto Profit Sharing Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jose a. Carro Soto Profit Sharing Retirement Plan reported net income rose from -$486K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Jose a. Carro Soto Profit Sharing Retirement Plan reported participants fell from 4 in the plan year 2022 filing to 2 in the plan year 2023 filing.
- Jose a. Carro Soto Profit Sharing Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 660488073 · Dr. Jose a. Carro Soto & Margarita Mendoza Marin PY 2023 · Profit Sharing
Jose a. Carro Soto Profit Sharing Retirement Plan · $4M · 2 · 41st
- ASSETS $4M
- PCT 2
- EIN 41st
- RANK Profit Sharing
- PHOTO near Gary Rodich Professional Law Corp Profit Sharing Plan
- IND ind #7714
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 →
Jose a. Carro Soto Profit Sharing Retirement Plan in the asset neighbourhood
Dr. Jose a. Carro Soto & Margarita Mendoza Marin multi-year asset trail
Sponsor-wide plan assets over time
All Dr. Jose a. Carro Soto & Margarita Mendoza Marin plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 58.762627727313244% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $3M |
| 2023 | 1 | 2 | $4M |
| 2024 | 1 | 3 | $4M |
Dr. Jose a. Carro Soto & Margarita Mendoza Marin filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $1M |
| Employer EIN | 660488073 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
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
Jose a. Carro Soto Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Gary Rodich Professional Law Corp Profit Sharing Plan in CA ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
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.