Profit Sharing · DOL Form 5500 · 2023

Arnulfo Santana Santana Profit Sharing Plan

Data updated 2026-08-25

$872K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$872,476
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Arnulfo Santana Retirement Plan · Sponsored by Arnulfo Santana Santana · Puerto Rico · Other Services

$872K in assets, 1 participants

Arnulfo Santana Santana's Arnulfo Santana Retirement Plan reported $872K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,639 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Arnulfo Santana Retirement Plan ranks #3,639 of 7,857 2023 filers by assets (2300% of the sector average)-$872K for 1 participant.

#3,639
in Other Services (7,857 peers)
+4.8%
assets growth YoY

Arnulfo Santana Retirement Plan among the smaller filed plans by assets

Arnulfo Santana Retirement Plan vs every filed plan by assets

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

$872,476 22nd percentile higher than 22% 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

Arnulfo Santana 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. Arnulfo Santana Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Arnulfo Santana Retirement Plan reported net income rose from $9K in the plan year 2022 filing to $40K in the plan year 2023 filing.
  • Arnulfo Santana Retirement Plan end-of-year assets rose from $833K in the plan year 2022 filing to $872K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660502053 · Arnulfo Santana Santana PY 2023 · Profit Sharing

Arnulfo Santana Retirement Plan · $872K · 1 · 22nd

  • PART $872K
  • PART 1
  • PART 22nd
  • PART Profit Sharing
  • PART near Christensen James & Martin, Chtd. Profit Sharing Plan & Trust
  • PART ind #3639

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 →

Arnulfo Santana Retirement Plan in the asset neighbourhood

Arnulfo Santana Retirement PlanArnulfo Santana Retirement P…$872KChristensen James & Martin, Chtd. Profit Sharing Plan & TrustChristensen James & Martin, …$872KCarmi & Knoll, D.D.S., P.C., Profit Sharing PlanCarmi & Knoll, D.D.S., P.C.,…$873KDrl Holdings Inc. Retirement PlanDrl Holdings Inc. Retirement…$873KRonda Glenn Profit Sharing PlanRonda Glenn Profit Sharing P…$872K
End-of-year total assets ($M) among Arnulfo Santana Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$833K
Net Assets (End of Year)$872K
Net Income$40K
Employer EIN660502053
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arnulfo Santana Santana)

Sponsor-wide plan assets over time

All Arnulfo Santana Santana plans reported in each filing year

Latest sponsor-wide plan assets
$915K 9.9391146947507% vs 2022
2024 filing year
$0.8M$0.85M$0.9M$0.95M 202220232024 $0.83M $0.92M ▲ +10.8%
Year Plans Participants Total Assets
2022 1 1 $833K
2023 1 1 $872K
2024 1 2 $915K

Nearby Profit Sharing Plans in Puerto Rico

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

Arnulfo Santana Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Arnulfo Santana Retirement Plan, Total assets ($M): 0.872476 · Participants: 1Arnulfo Santana 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
Arnulfo Santana Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Arnulfo Santana Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Christensen James & Martin, Chtd. Profit Sharing Plan & Trust in NV ($872K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Arnulfo Santana Retirement Plan assets move in 2023?
Arnulfo Santana Retirement Plan edged up modestly - up 4.8% during 2023, from $833K to $872K. Reported net income was $40K.
How have Arnulfo Santana Santana plan assets changed over time?
Across 3 plan years on file (2022-2024), Arnulfo Santana Santana's sponsor-wide assets grew 9.9%, from $833K to $915K.
Where does Arnulfo Santana Retirement Plan rank by assets among Form 5500 filers?
Arnulfo Santana Retirement Plan ranks in the 22nd 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 Arnulfo Santana Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Christensen James & Martin, Chtd. Profit Sharing Plan & Trust in NV ($872K, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Arnulfo Santana Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).