Profit Sharing · DOL Form 5500 · 2023

Partners Business Services, LLC Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
75
Participants Small participant base
44th
Percentile by assets National rank
$66,829
Avg per participant Below avg balance/head
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Official DOL plan name: Partners Business Services Retirement Plan Plan · Sponsored by Partners Business Services, LLC · Puerto Rico · Professional & Technical Services

$5M in assets, 75 participants

Partners Business Services, LLC's Partners Business Services Retirement Plan Plan reported $5M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,585 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Partners Business Services Retirement Plan Plan holds $5M for 75 participants - about $66,829 per participant, in the lower half of filed plans by assets.

#8,585
in Professional & Technical Services (20,321 peers)
-1.5%
assets change YoY

The plan reported a net loss of $75K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Partners Business Services Retirement Plan Plan's mid-pack asset rank among Professional & Technical Services and all filers

Partners Business Services Retirement Plan Plan vs every filed plan by assets

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

$5,012,182 44th percentile higher than 44% 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

Partners Business Services Retirement Plan Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Partners Business Services Retirement Plan Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Partners Business Services Retirement Plan Plan reported net income rose from -$2M in the plan year 2022 filing to -$75K in the plan year 2023 filing.
  • Partners Business Services Retirement Plan Plan reported participants fell from 79 in the plan year 2022 filing to 75 in the plan year 2023 filing.
  • Partners Business Services Retirement Plan Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660724522 · Partners Business Services, LLC PY 2023 · Profit Sharing

Partners Business Services Retirement Plan Plan · $5M · 75 · 44th

  • ASSETS $5M
  • ASSETS 75
  • ASSETS 44th
  • ASSETS Profit Sharing
  • ASSETS near Carey Services, Inc. Employees Retirement Plan
  • ASSETS ind #8585

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Partners Business Services Retirement Plan Plan in the asset neighbourhood

Carey Services, Inc. Employees Retirement PlanCarey Services, Inc. Employe…$5MSummit Biosciences 401(k) PlanSummit Biosciences 401(k) Pl…$5MAnthony F. Panza Profit Sharing PlanAnthony F. Panza Profit Shar…$5MDefined Contribution Pension Plan for Hope Community Services, Inc.Defined Contribution Pension…$5MPartners Business Services Retirement Plan PlanPartners Business Services R…$5M
End-of-year total assets ($M) among Partners Business Services Retirement Plan Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$75K
Employer EIN660724522
Plan Effective Date2009-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Partners Business Services, LLC)

Sponsor-wide plan assets over time

All Partners Business Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.6767327755163726% vs 2022
2024 filing year
$4.95M$5M$5.05M$5.1M 202220232024 $5.09M $5M ▼ -1.8%
Year Plans Participants Total Assets
2022 1 79 $5M
2023 1 75 $5M
2024 1 77 $5M

Nearby Profit Sharing Plans in Puerto Rico

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

Partners Business Services Retirement Plan Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Partners Business Services Retirement Plan Plan, Total assets ($M): 5.012182 · Participants: 75Partners Business Services Retirement Plan 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
Partners Business Services Retirement Plan Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Partners Business Services Retirement Plan Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Carey Services, Inc. Employees Retirement Plan in IN ($5M); by covered participants it is Pelli Clarke & Partners Profit Sharing Plan in CT (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Partners Business Services Retirement Plan Plan assets move in 2023?
Partners Business Services Retirement Plan Plan edged down modestly - down 1.5% during 2023, from $5M to $5M. Reported net income was -$75K.
How have Partners Business Services, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Partners Business Services, LLC's sponsor-wide assets declined 1.7%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Partners Business Services Retirement Plan Plan?
Among Profit Sharing plans in other states, the closest by assets is Carey Services, Inc. Employees Retirement Plan in IN ($5M, 264 participants).
Which Profit Sharing plans cover a similar participant headcount to Partners Business Services Retirement Plan Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Pelli Clarke & Partners Profit Sharing Plan in CT (75 participants, $24M in assets).