Profit Sharing · DOL Form 5500 · 2023

Felipe Fontanez Sullivan Profit Sharing Plan

Data updated 2026-08-25

$891K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$890,547
Avg per participant High balance/head
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Official DOL plan name: Felipe Fontanez Sullivan Profit Sharing Plan · Sponsored by Felipe Fontanez Sullivan · Puerto Rico · Healthcare & Social Assistance

$891K in assets, 1 participants

Felipe Fontanez Sullivan's Felipe Fontanez Sullivan Profit Sharing Plan reported $891K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,238 in Healthcare & Social Assistance (17,684 peers)

Felipe Fontanez Sullivan multi-year trail

Felipe Fontanez Sullivan's plans moved +75.9% in assets from 2022 to 2024; this filing shows Felipe Fontanez Sullivan Profit Sharing Plan at $891K / 1 participant.

#3,238
in Healthcare & Social Assistance (17,684 peers)
+19.2%
assets growth YoY

Felipe Fontanez Sullivan Profit Sharing Plan among the smaller filed plans by assets

Felipe Fontanez Sullivan Profit Sharing Plan vs every filed plan by assets

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

$890,547 23rd percentile higher than 23% 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

Felipe Fontanez Sullivan Profit Sharing 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. Felipe Fontanez Sullivan Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Felipe Fontanez Sullivan Profit Sharing Plan reported net income rose from -$369K in the plan year 2022 filing to $143K in the plan year 2023 filing.
  • Felipe Fontanez Sullivan Profit Sharing Plan end-of-year assets rose from $747K in the plan year 2022 filing to $891K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061304322 · Felipe Fontanez Sullivan PY 2023 · Profit Sharing

Felipe Fontanez Sullivan Profit Sharing Plan · $891K · 1 · 23rd

  • IND $891K
  • IND 1
  • IND 23rd
  • IND Profit Sharing
  • IND near Heliarc Welding Service Profit Sharing Plan Trust
  • IND ind #3238

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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →

Felipe Fontanez Sullivan Profit Sharing Plan in the asset neighbourhood

Felipe Fontanez Sullivan Profit Sharing PlanFelipe Fontanez Sullivan Pro…$891KHeliarc Welding Service Profit Sharing Plan TrustHeliarc Welding Service Prof…$890KRyker Ellis Development Inc. Retirement PlanRyker Ellis Development Inc.…$891KIndia House Brass Inc Profit Sharing PlanIndia House Brass Inc Profit…$889KFishell Screen Products Profit Share PlanFishell Screen Products Prof…$892K
End-of-year total assets ($M) among Felipe Fontanez Sullivan Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Felipe Fontanez Sullivan multi-year asset trail

Sponsor-wide plan assets over time

All Felipe Fontanez Sullivan plans reported in each filing year

Latest sponsor-wide plan assets
$1M 75.87748995720605% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.75M $1.31M ▲ +74.7%
Year Plans Participants Total Assets
2022 1 1 $747K
2023 1 1 $891K
2024 1 1 $1M

Felipe Fontanez Sullivan filing trail (2023)

Total Assets (Beginning of Year)$747K
Net Assets (End of Year)$891K
Net Income$143K
Employer EIN061304322
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Felipe Fontanez Sullivan Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Felipe Fontanez Sullivan Profit Sharing Plan, Total assets ($M): 0.890547 · Participants: 1Felipe Fontanez Sullivan Profit Sharing 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
Felipe Fontanez Sullivan Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Felipe Fontanez Sullivan Profit Sharing Plan side-by-side with 3 peers →

Felipe Fontanez Sullivan Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Heliarc Welding Service Profit Sharing Plan Trust in CO ($890K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Felipe Fontanez Sullivan Profit Sharing Plan assets move in 2023? ▼
Felipe Fontanez Sullivan Profit Sharing Plan grew sharply - up 19.2% during 2023, from $747K to $891K. Reported net income was $143K.
How have Felipe Fontanez Sullivan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Felipe Fontanez Sullivan's sponsor-wide assets grew 75.9%, from $747K to $1M.
Where does Felipe Fontanez Sullivan Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Felipe Fontanez Sullivan Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Felipe Fontanez Sullivan Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Heliarc Welding Service Profit Sharing Plan Trust in CO ($890K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Felipe Fontanez Sullivan Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 061304322.

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.