Profit Sharing · DOL Form 5500 · 2023

Marvin Diaz Ferrer Profit Sharing Plan

Data updated 2026-08-25

$986K
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$493,137
Avg per participant High balance/head
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Official DOL plan name: Mdf Profit Sharing Retirement Plan · Sponsored by Marvin Diaz Ferrer · Puerto Rico · Other Services

$986K in assets, 2 participants

Marvin Diaz Ferrer's Mdf Profit Sharing Retirement Plan reported $986K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,767 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Mdf Profit Sharing Retirement Plan ranks #3,767 of 7,857 2023 filers by assets (2035% of the sector average)-$986K for 2 participants.

#3,767
in Other Services (7,857 peers)
+1.9%
assets growth YoY

Mdf Profit Sharing Retirement Plan among the smaller filed plans by assets

Mdf Profit Sharing Retirement Plan vs every filed plan by assets

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

$986,274 24th percentile higher than 24% 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

Mdf 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. Mdf 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

  • Mdf Profit Sharing Retirement Plan reported net income fell from $257K in the plan year 2022 filing to $18K in the plan year 2023 filing.
  • Mdf Profit Sharing Retirement Plan end-of-year assets rose from $968K in the plan year 2022 filing to $986K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660370655 · Marvin Diaz Ferrer PY 2023 · Profit Sharing

Mdf Profit Sharing Retirement Plan · $986K · 2 · 24th

  • EBSA $986K
  • PART 2
  • TYPE 24th
  • NET Profit Sharing
  • BOOK near Herschel Kulefsky, Esq. Profit Sharing Plan
  • VS-ST ind #3767

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 →

Mdf Profit Sharing Retirement Plan in the asset neighbourhood

Mdf Profit Sharing Retirement PlanMdf Profit Sharing Retiremen…$986KHerschel Kulefsky, Esq. Profit Sharing PlanHerschel Kulefsky, Esq. Prof…$986KH. Michael Stern, Esquire$986KKatz, Fram & Co., a Prof Corp 401(k) Profit Sharing PlanKatz, Fram & Co., a Prof Cor…$987KPalmetto Reality Corporation 401(k) TrustPalmetto Reality Corporation…$987K
End-of-year total assets ($M) among Mdf Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$968K
Net Assets (End of Year)$986K
Net Income$18K
Employer EIN660370655
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marvin Diaz Ferrer)

Sponsor-wide plan assets over time

All Marvin Diaz Ferrer plans reported in each filing year

Latest sponsor-wide plan assets
$1M 19.60332336736222% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M 202220232024 $0.97M $1.16M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 2 $968K
2023 1 2 $986K
2024 1 2 $1M

Nearby Profit Sharing Plans in Puerto Rico

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

Mdf Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Mdf Profit Sharing Retirement Plan, Total assets ($M): 0.986274 · Participants: 2Mdf Profit Sharing 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
Mdf Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Mdf Profit Sharing Retirement Plan side-by-side with 3 peers →

Mdf 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 Herschel Kulefsky, Esq. Profit Sharing Plan in NY ($986K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Mdf Profit Sharing Retirement Plan assets move in 2023? ▼
Mdf Profit Sharing Retirement Plan edged up modestly - up 1.9% during 2023, from $968K to $986K. Reported net income was $18K.
How have Marvin Diaz Ferrer plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marvin Diaz Ferrer's sponsor-wide assets grew 19.6%, from $968K to $1M.
Where does Mdf Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Mdf Profit Sharing Retirement Plan ranks in the 24th 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 Mdf Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Herschel Kulefsky, Esq. Profit Sharing Plan in NY ($986K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Mdf Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 660370655.

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.