Profit Sharing · DOL Form 5500 · 2023

Aspen Surgical Puerto Rico Corp. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
183
Participants Below avg headcount
39th
Percentile by assets National rank
$20,083
Avg per participant Low balance/head
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Official DOL plan name: The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan · Sponsored by Aspen Surgical Puerto Rico Corp. · Puerto Rico · Wholesale Trade

$4M in assets, 183 participants

Aspen Surgical Puerto Rico Corp.'s The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan reported $4M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,764 in Wholesale Trade (6,309 peers)

Coverage in Puerto Rico

The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan covers 183 participants in Puerto Rico, 2.1x the typical Puerto Rico plan (state average ~89 per filing). Assets: $4M.

#1,764
in Wholesale Trade (6,309 peers)
+20.8%
assets growth YoY

The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan vs every filed plan by assets

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

$3,675,239 39th percentile higher than 39% 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

The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan reported net income rose from -$893K in the plan year 2022 filing to $627K in the plan year 2023 filing.
  • The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660748640 · Aspen Surgical Puerto Rico Corp. PY 2023 · Profit Sharing

The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan · $4M · 183 · 39th

  • EBSA $4M
  • EBSA 183
  • EBSA 39th
  • EBSA Profit Sharing
  • EBSA near Brown & O'malley Company Profit Sharing Plan
  • EBSA ind #1764

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 Wholesale Trade retirement plans → · Plans in Puerto Rico →

The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan in the asset neighbourhood

The Aspen Surgical Puerto Rico Corp. 1165(e) Savings PlanThe Aspen Surgical Puerto Ri…$4MBrown & O'malley Company Profit Sharing PlanBrown & O'malley Company Pro…$4MAmerican Savings Life Insurance Company Profit Sharing PlanAmerican Savings Life Insura…$4MTeamsters Joint Council No. 41 Severance PlanTeamsters Joint Council No. …$4MMhr & Associates, Inc. Profit Sharing PlanMhr & Associates, Inc. Profi…$4M
End-of-year total assets ($M) among The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$627K
Employer EIN660748640
Plan Effective Date2010-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspen Surgical Puerto Rico Corp.)

Sponsor-wide plan assets over time

All Aspen Surgical Puerto Rico Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 31.258547548037217% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.04M $3.99M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 182 $3M
2023 1 183 $4M
2024 1 175 $4M

Nearby Profit Sharing Plans in Puerto Rico

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

The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan, Total assets ($M): 3.675239 · Participants: 183The Aspen Surgical Puerto Rico Corp. 1165(e) Savings 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
The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan side-by-side with 3 peers →

The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Brown & O'malley Company Profit Sharing Plan in OH ($4M); by covered participants it is IBEW Local 688 Retirement Fund in OH (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan assets move in 2023? ▼
The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan grew sharply - up 20.8% during 2023, from $3M to $4M. Reported net income was $627K.
How have Aspen Surgical Puerto Rico Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspen Surgical Puerto Rico Corp.'s sponsor-wide assets grew 31.3%, from $3M to $4M.
Which Profit Sharing plans are similar in size to The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Brown & O'malley Company Profit Sharing Plan in OH ($4M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is IBEW Local 688 Retirement Fund in OH (183 participants, $17M 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 660748640.

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.