Profit Sharing · DOL Form 5500 · 2023

Jose Soto Lopez Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
30th
Percentile by assets National rank
$317,850
Avg per participant High balance/head
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Official DOL plan name: Jose Soto Lopez, Dds Retirement Plan · Sponsored by Jose Soto Lopez · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 6 participants

Jose Soto Lopez's Jose Soto Lopez, Dds Retirement Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,017 in Healthcare & Social Assistance (17,684 peers)

Jose Soto Lopez multi-year trail

Jose Soto Lopez's plans moved +18.4% in assets from 2022 to 2024; this filing shows Jose Soto Lopez, Dds Retirement Plan at $2M / 6 participants.

#5,017
in Healthcare & Social Assistance (17,684 peers)
+7.6%
assets growth YoY

Jose Soto Lopez, Dds Retirement Plan among the smaller filed plans by assets

Jose Soto Lopez, Dds Retirement Plan vs every filed plan by assets

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

$1,907,101 30th percentile higher than 30% 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

Jose Soto Lopez, Dds 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 Soto Lopez, Dds Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jose Soto Lopez, Dds Retirement Plan reported net income rose from -$280K in the plan year 2022 filing to $135K in the plan year 2023 filing.
  • Jose Soto Lopez, Dds Retirement Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Jose Soto Lopez, Dds Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660508681 · Jose Soto Lopez PY 2023 · Profit Sharing

Jose Soto Lopez, Dds Retirement Plan · $2M · 6 · 30th

  • PCT $2M
  • PCT 6
  • PCT 30th
  • PCT Profit Sharing
  • PCT near Douglas a. Green & Associates, Inc. Profit Sharing Plan
  • PCT ind #5017

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 Soto Lopez, Dds Retirement Plan in the asset neighbourhood

Jose Soto Lopez, Dds Retirement PlanJose Soto Lopez, Dds Retirem…$2MDouglas a. Green & Associates, Inc. Profit Sharing PlanDouglas a. Green & Associate…$2MRenaissance Capital Group, Inc. Retirement PlanRenaissance Capital Group, I…$2MDelta Dividend Group, Inc. Profit Sharing PlanDelta Dividend Group, Inc. P…$2MDelong's, Inc. Profit Sharing PlanDelong's, Inc. Profit Sharin…$2M
End-of-year total assets ($M) among Jose Soto Lopez, Dds Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jose Soto Lopez multi-year asset trail

Sponsor-wide plan assets over time

All Jose Soto Lopez plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.412566820132277% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $1.69M $2.01M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 4 25 $7M
2024 1 7 $2M

Jose Soto Lopez filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$135K
Employer EIN660508681
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.

Jose Soto Lopez, Dds Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose Soto Lopez, Dds Retirement Plan, Total assets ($M): 1.907101 · Participants: 6Jose Soto Lopez, Dds 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
Jose Soto Lopez, Dds Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose Soto Lopez, Dds Retirement Plan side-by-side with 3 peers →

Jose Soto Lopez, Dds Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Douglas a. Green & Associates, Inc. Profit Sharing Plan in LA ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Jose Soto Lopez, Dds Retirement Plan assets move in 2023? ▼
Jose Soto Lopez, Dds Retirement Plan grew at a solid clip - up 7.6% during 2023, from $2M to $2M. Reported net income was $135K.
How have Jose Soto Lopez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose Soto Lopez's sponsor-wide assets grew 18.4%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Jose Soto Lopez, Dds Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Douglas a. Green & Associates, Inc. Profit Sharing Plan in LA ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose Soto Lopez, Dds Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 660508681.

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.