Profit Sharing · DOL Form 5500 · 2023
Julio F. Correa Rodriguez Ana M. Defendini Lopez Profit Sharing Plan
Data updated 2026-08-25
- $770K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $128,324
- Avg per participant Near avg balance/head
Official DOL plan name: Julio F. Correa Rodriguez and Ana M. Defendini Lopez Retirement Plan · Sponsored by Julio F. Correa Rodriguez Ana M. Defendini Lopez · Puerto Rico · Other Services
$770K in assets, 6 participants
Julio F. Correa Rodriguez Ana M. Defendini Lopez's Julio F. Correa Rodriguez and Ana M. Defendini Lopez Retirement Plan reported $770K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #3,524 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Julio F. Correa Rodriguez and Ana M. Defendini Lopez Retirement Plan ranks #3,524 of 7,857 2023 filers by assets (2607% of the sector average)-$770K for 6 participants.
- #3,524
- in Other Services (7,857 peers)
- +4.4%
- assets growth YoY
Julio F. Correa Rodriguez and Ana M. Defendini Lopez Retirement Plan among the smaller filed plans by assets
Julio F. Correa Rodriguez and Ana M. Defendini Lopez Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$769,944 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Julio F. Correa Rodriguez and Ana M. Defendini 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. Julio F. Correa Rodriguez and Ana M. Defendini Lopez Retirement Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Julio F. Correa Rodriguez and Ana M. Defendini Lopez Retirement Plan reported net income rose from -$117K in the plan year 2022 filing to $33K in the plan year 2023 filing.
- Julio F. Correa Rodriguez and Ana M. Defendini Lopez Retirement Plan reported participants fell from 10 in the plan year 2022 filing to 6 in the plan year 2023 filing.
- Julio F. Correa Rodriguez and Ana M. Defendini Lopez Retirement Plan end-of-year assets rose from $737K in the plan year 2022 filing to $770K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 660499648 · Julio F. Correa Rodriguez Ana M. Defendini Lopez PY 2023 · Profit Sharing
Julio F. Correa Rodriguez and Ana M. Defendini Lopez Retirement Plan · $770K · 6 · 21st
- EBSA $770K
- PART 6
- TYPE 21st
- NET Profit Sharing
- BOOK near Eighteen22 Inc. Retirement Plan
- VS-ST ind #3524
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 →
Julio F. Correa Rodriguez and Ana M. Defendini Lopez Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $737K |
|---|---|
| Net Assets (End of Year) | $770K |
| Net Income | $33K |
| Employer EIN | 660499648 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Julio F. Correa Rodriguez Ana M. Defendini Lopez)
Sponsor-wide plan assets over time
All Julio F. Correa Rodriguez Ana M. Defendini Lopez plans reported in each filing year
- Latest sponsor-wide plan assets
- $802K 8.783923059815244% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $737K |
| 2023 | 1 | 6 | $770K |
| 2024 | 1 | 6 | $802K |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Julio F. Correa Rodriguez and Ana M. Defendini Lopez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Eighteen22 Inc. Retirement Plan in WI ($770K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($770K here).
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.