Profit Sharing · DOL Form 5500 · 2023

Aurelio Miguel Collado Pacheco Suzette Candelario Lopez Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$866,998
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Collado Pacheco and Candelario Lopez Retirement Plan · Sponsored by Aurelio Miguel Collado Pacheco Suzette Candelario Lopez · Puerto Rico · Other Services

$2M in assets, 2 participants

Aurelio Miguel Collado Pacheco Suzette Candelario Lopez's Collado Pacheco and Candelario Lopez Retirement Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,231 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Collado Pacheco and Candelario Lopez Retirement Plan ranks #4,231 of 7,857 2023 filers by assets (1157% of the sector average)-$2M for 2 participants.

#4,231
in Other Services (7,857 peers)
+12.3%
assets growth YoY

Collado Pacheco and Candelario Lopez Retirement Plan among the smaller filed plans by assets

Collado Pacheco and Candelario Lopez Retirement Plan vs every filed plan by assets

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

$1,733,996 29th percentile higher than 29% 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

Collado Pacheco and Candelario Lopez 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. Collado Pacheco and Candelario Lopez Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Collado Pacheco and Candelario Lopez Retirement Plan reported net income rose from -$338K in the plan year 2022 filing to $191K in the plan year 2023 filing.
  • Collado Pacheco and Candelario Lopez 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 →

Published 5500 schedule card

Filing strip 660578543 · Aurelio Miguel Collado Pacheco Suzette Candelario Lopez PY 2023 · Profit Sharing

Collado Pacheco and Candelario Lopez Retirement Plan · $2M · 2 · 29th

  • PCT $2M
  • PCT 2
  • PCT 29th
  • PCT Profit Sharing
  • PCT near Gary Cohen Corporation Profit Sharing Plan
  • PCT ind #4231

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 →

Collado Pacheco and Candelario Lopez Retirement Plan in the asset neighbourhood

Collado Pacheco and Candelario Lopez Retirement PlanCollado Pacheco and Candelar…$2MGary Cohen Corporation Profit Sharing PlanGary Cohen Corporation Profi…$2MEm, Inc. Retirement Plan$2MNeil Strefling, P.C., Epst$2MBlack Knight Risk Solutions Inc. Retirement PlanBlack Knight Risk Solutions …$2M
End-of-year total assets ($M) among Collado Pacheco and Candelario Lopez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$191K
Employer EIN660578543
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aurelio Miguel Collado Pacheco Suzette Candelario Lopez)

Sponsor-wide plan assets over time

All Aurelio Miguel Collado Pacheco Suzette Candelario Lopez plans reported in each filing year

Latest sponsor-wide plan assets
$2M 20.870306061626973% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M$2M 202220232024 $1.54M $1.87M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Profit Sharing Plans in Puerto Rico

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

Collado Pacheco and Candelario Lopez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Collado Pacheco and Candelario Lopez Retirement Plan, Total assets ($M): 1.733996 · Participants: 2Collado Pacheco and Candelario Lopez 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
Collado Pacheco and Candelario Lopez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Collado Pacheco and Candelario Lopez Retirement Plan side-by-side with 3 peers →

Collado Pacheco and Candelario Lopez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Gary Cohen Corporation Profit Sharing Plan in NJ ($2M); 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 ($2M 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.

Frequently Asked Questions

How did Collado Pacheco and Candelario Lopez Retirement Plan assets move in 2023? ▼
Collado Pacheco and Candelario Lopez Retirement Plan grew at a solid clip - up 12.3% during 2023, from $2M to $2M. Reported net income was $191K.
How have Aurelio Miguel Collado Pacheco Suzette Candelario Lopez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aurelio Miguel Collado Pacheco Suzette Candelario Lopez's sponsor-wide assets grew 20.9%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Collado Pacheco and Candelario Lopez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gary Cohen Corporation Profit Sharing Plan in NJ ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Collado Pacheco and Candelario Lopez 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 660578543.

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.