Profit Sharing · DOL Form 5500 · 2023

Bermudez, Longo, Diaz-Masso, LLC. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
403
Participants Below avg headcount
56th
Percentile by assets National rank
$21,932
Avg per participant Low balance/head
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Official DOL plan name: Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan · Sponsored by Bermudez, Longo, Diaz-Masso, LLC. · Puerto Rico · Construction

$9M in assets, 403 participants

Bermudez, Longo, Diaz-Masso, LLC.'s Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan reported $9M in total assets and 403 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #4,896 in Construction (9,030 peers)

Coverage in Puerto Rico

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan covers 403 participants in Puerto Rico, 4.5x the typical Puerto Rico plan (state average ~89 per filing). Assets: $9M.

#4,896
in Construction (9,030 peers)
+23.6%
assets growth YoY

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan's mid-pack asset rank among Construction and all filers

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan vs every filed plan by assets

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

$8,838,736 Top 44% higher than 56% 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

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension 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. Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan sits mid-pack in the medium band (403 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan reported participants fell from 427 in the plan year 2022 filing to 403 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660454618 · Bermudez, Longo, Diaz-Masso, LLC. PY 2023 · Profit Sharing

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan · $9M · 403 · 56th

  • BOY $9M
  • SCH 403
  • EBSA 56th
  • PART Profit Sharing
  • TYPE near Digestive and Liver Disease Specialists, Amg, Inc. Ret. Plan
  • NET ind #4896

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 Construction retirement plans → · Plans in Puerto Rico →

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan in the asset neighbourhood

Luther Home of Mercy Retirement Savings PlanLuther Home of Mercy Retirem…$9MDigestive and Liver Disease Specialists, Amg, Inc. Ret. PlanDigestive and Liver Disease …$9MProfitmaster Displays, Inc. Profit Sharing PlanProfitmaster Displays, Inc. …$9MBermudez, Longo, Diaz-Masso, LLC 401(k) Pension PlanBermudez, Longo, Diaz-Masso,…$9MAdvance Concrete Products Co Profit Sharing TrustAdvance Concrete Products Co…$9M
End-of-year total assets ($M) among Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN660454618
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bermudez, Longo, Diaz-Masso, LLC.)

Sponsor-wide plan assets over time

All Bermudez, Longo, Diaz-Masso, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 46.10217788684017% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.15M $10.5M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 427 $7M
2023 1 403 $9M
2024 1 410 $10M

Nearby Profit Sharing Plans in Puerto Rico

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

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan, Total assets ($M): 8.838736 · Participants: 403Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension 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
Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan side-by-side with 3 peers →

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Digestive and Liver Disease Specialists, Amg, Inc. Ret. Plan in CA ($9M); by covered participants it is Looking Upwards, Inc. 401 (K) Retirement Plan in RI (403 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (403 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 Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan assets move in 2023? ▼
Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan grew sharply - up 23.6% during 2023, from $7M to $9M. Reported net income was $2M.
How have Bermudez, Longo, Diaz-Masso, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bermudez, Longo, Diaz-Masso, LLC.'s sponsor-wide assets grew 46.1%, from $7M to $10M.
Which Profit Sharing plans are similar in size to Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Digestive and Liver Disease Specialists, Amg, Inc. Ret. Plan in CA ($9M, 20 participants).
Which Profit Sharing plans cover a similar participant headcount to Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Looking Upwards, Inc. 401 (K) Retirement Plan in RI (403 participants, $8M 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 660454618.

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.