Profit Sharing · DOL Form 5500 · 2023
Programa Head Start Municipio De Orocovis Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 299
- Participants Below avg headcount
- 29th
- Percentile by assets National rank
- $5,879
- Avg per participant Low balance/head
Official DOL plan name: Programa Head Start Municipio De Orocovis 1081.01(D) Salary Deferral Retirement Plan · Sponsored by Programa Head Start Municipio De Orocovis · Puerto Rico · Educational Services
$2M in assets, 299 participants
Programa Head Start Municipio De Orocovis's Programa Head Start Municipio De Orocovis 1081.01(D) Salary Deferral Retirement Plan reported $2M in total assets and 299 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.
- #696 in Educational Services (3,735 peers)
Coverage in Puerto Rico
Programa Head Start Municipio De Orocovis 1081.01(D) Salary Deferral Retirement Plan covers 299 participants in Puerto Rico, 3.4x the typical Puerto Rico plan (state average ~89 per filing). Assets: $2M.
- #696
- in Educational Services (3,735 peers)
- +3.7%
- assets growth YoY
Programa Head Start Municipio De Orocovis 1081.01(D) Salary Deferral Retirement Plan among the smaller filed plans by assets
Programa Head Start Municipio De Orocovis 1081.01(D) Salary Deferral Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,757,960 29th percentile higher than 29% 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
Programa Head Start Municipio De Orocovis 1081.01(D) Salary Deferral Retirement 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. Programa Head Start Municipio De Orocovis 1081.01(D) Salary Deferral Retirement Plan sits mid-pack in the medium band (299 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Programa Head Start Municipio De Orocovis 1081.01(D) Salary Deferral Retirement Plan reported net income rose from -$571K in the plan year 2022 filing to $62K in the plan year 2023 filing.
- Programa Head Start Municipio De Orocovis 1081.01(D) Salary Deferral Retirement Plan reported participants fell from 331 in the plan year 2022 filing to 299 in the plan year 2023 filing.
- Programa Head Start Municipio De Orocovis 1081.01(D) Salary Deferral Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 660433491 · Programa Head Start Municipio De Orocovis PY 2023 · Profit Sharing
Programa Head Start Municipio De Orocovis 1081.01(D) Salary Deferral Retirement Plan · $2M · 299 · 29th
- PHOTO $2M
- PHOTO 299
- PHOTO 29th
- PHOTO Profit Sharing
- PHOTO near Appling Brothers Company Profit Sharing Retirement & Trust
- PHOTO ind #696
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 Educational Services retirement plans → · Plans in Puerto Rico →
Programa Head Start Municipio De Orocovis 1081.01(D) Salary Deferral Retirement Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $62K |
| Employer EIN | 660433491 |
| Plan Effective Date | 2013-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Programa Head Start Municipio De Orocovis)
Sponsor-wide plan assets over time
All Programa Head Start Municipio De Orocovis plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 10.18407078602324% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 331 | $2M |
| 2023 | 1 | 299 | $2M |
| 2024 | 1 | 278 | $2M |
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
Programa Head Start Municipio De Orocovis 1081.01(D) Salary Deferral Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Appling Brothers Company Profit Sharing Retirement & Trust in GA ($2M); by covered participants it is Carti Retirement Plan in AR (299 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 (299 participants); asset peers above are excluded.
- Carti Retirement Plan (AR) 299 · 0 off
- Asbestos Workers Local 12a Abatement Annuity Plan (NY) 299 · 0 off
- Kern Regional Center Defined Contribution Retirement Plan (CA) 299 · 0 off
- The Carol Woods Profit Sharing Plan (NC) 300 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.