Profit Sharing · DOL Form 5500 · 2023

Marie Carmen Lugo Cruz Profit Sharing Plan

Data updated 2026-08-25

$506K
Total assets Small plan by assets
13
Participants Small participant base
18th
Percentile by assets National rank
$38,952
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marie Carmen Lugo Cruz Retirement Plan · Sponsored by Marie Carmen Lugo Cruz · Puerto Rico · Healthcare & Social Assistance

$506K in assets, 13 participants

Marie Carmen Lugo Cruz's Marie Carmen Lugo Cruz Retirement Plan reported $506K in total assets and 13 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.

  • #2,348 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Marie Carmen Lugo Cruz Retirement Plan holds $506K for 13 participants - about $38,952 per participant, among the smaller plans by assets on file.

#2,348
in Healthcare & Social Assistance (17,684 peers)
+1.2%
assets growth YoY

Marie Carmen Lugo Cruz Retirement Plan among the smaller filed plans by assets

Marie Carmen Lugo Cruz Retirement Plan vs every filed plan by assets

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

$506,382 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

Marie Carmen Lugo Cruz Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marie Carmen Lugo Cruz Retirement Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marie Carmen Lugo Cruz Retirement Plan reported net income fell from $10K in the plan year 2022 filing to $6K in the plan year 2023 filing.
  • Marie Carmen Lugo Cruz Retirement Plan end-of-year assets rose from $500K in the plan year 2022 filing to $506K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660586302 · Marie Carmen Lugo Cruz PY 2023 · Profit Sharing

Marie Carmen Lugo Cruz Retirement Plan · $506K · 13 · 18th

  • 5500 $506K
  • 5500 13
  • 5500 18th
  • 5500 Profit Sharing
  • 5500 near Teks Enterprises Inc. Profit Sharing Plan
  • 5500 ind #2348

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 →

Marie Carmen Lugo Cruz Retirement Plan in the asset neighbourhood

Marie Carmen Lugo Cruz Retirement PlanMarie Carmen Lugo Cruz Retir…$506KTeks Enterprises Inc. Profit Sharing PlanTeks Enterprises Inc. Profit…$506KHmbp Investments, Inc. Retirement PlanHmbp Investments, Inc. Retir…$506KKapko, Inc. Retirement Plan$506KM. Chalom and Son, Inc. Profit Sharing Plan and TrustM. Chalom and Son, Inc. Prof…$507K
End-of-year total assets ($M) among Marie Carmen Lugo Cruz Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$500K
Net Assets (End of Year)$506K
Net Income$6K
Employer EIN660586302
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marie Carmen Lugo Cruz)

Sponsor-wide plan assets over time

All Marie Carmen Lugo Cruz plans reported in each filing year

Latest sponsor-wide plan assets
$513K 2.4593095868511763% vs 2022
2024 filing year
$0.5M$0.5M$0.51M$0.51M$0.52M 202220232024 $0.5M $0.51M ▲ +2.0%
Year Plans Participants Total Assets
2022 1 13 $500K
2023 1 13 $506K
2024 1 13 $513K

Nearby Profit Sharing Plans in Puerto Rico

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

Marie Carmen Lugo Cruz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Marie Carmen Lugo Cruz Retirement Plan, Total assets ($M): 0.506382 · Participants: 13Marie Carmen Lugo Cruz 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
Marie Carmen Lugo Cruz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Marie Carmen Lugo Cruz Retirement Plan side-by-side with 3 peers →

Marie Carmen Lugo Cruz Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Teks Enterprises Inc. Profit Sharing Plan in WI ($506K); by covered participants it is Tile & Light Art of Durango Inc. Retirement Plan in CO (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($506K here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Marie Carmen Lugo Cruz Retirement Plan assets move in 2023? ▼
Marie Carmen Lugo Cruz Retirement Plan edged up modestly - up 1.2% during 2023, from $500K to $506K. Reported net income was $6K.
How have Marie Carmen Lugo Cruz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marie Carmen Lugo Cruz's sponsor-wide assets grew 2.5%, from $500K to $513K.
Where does Marie Carmen Lugo Cruz Retirement Plan rank by assets among Form 5500 filers? ▼
Marie Carmen Lugo Cruz 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 Marie Carmen Lugo Cruz Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Teks Enterprises Inc. Profit Sharing Plan in WI ($506K, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to Marie Carmen Lugo Cruz Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Tile & Light Art of Durango Inc. Retirement Plan in CO (13 participants, $2M 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 660586302.

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.