Profit Sharing · DOL Form 5500 · 2023

Carrion, Laffitte & Cassellas, Inc. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
109
Participants Small participant base
55th
Percentile by assets National rank
$77,514
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carrion, Laffitte & Cassellas, Inc. Retirement Plan · Sponsored by Carrion, Laffitte & Cassellas, Inc. · Puerto Rico · Professional & Technical Services

$8M in assets, 109 participants

Carrion, Laffitte & Cassellas, Inc.'s Carrion, Laffitte & Cassellas, Inc. Retirement Plan reported $8M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,866 in Professional & Technical Services (20,321 peers)

Carrion, Laffitte & Cassellas, Inc. multi-year trail

Carrion, Laffitte & Cassellas, Inc.'s plans moved +37.3% in assets from 2022 to 2024; this filing shows Carrion, Laffitte & Cassellas, Inc. Retirement Plan at $8M / 109 participants.

#10,866
in Professional & Technical Services (20,321 peers)
+17.4%
assets growth YoY

Carrion, Laffitte & Cassellas, Inc. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Carrion, Laffitte & Cassellas, Inc. Retirement Plan vs every filed plan by assets

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

$8,448,988 Top 45% higher than 55% 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

Carrion, Laffitte & Cassellas, Inc. 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. Carrion, Laffitte & Cassellas, Inc. Retirement Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carrion, Laffitte & Cassellas, Inc. Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Carrion, Laffitte & Cassellas, Inc. Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660635623 · Carrion, Laffitte & Cassellas, Inc. PY 2023 · Profit Sharing

Carrion, Laffitte & Cassellas, Inc. Retirement Plan · $8M · 109 · 55th

  • BOY $8M
  • SCH 109
  • EBSA 55th
  • PART Profit Sharing
  • TYPE near The Kendal Corporation 401(a) Plan
  • NET ind #10866

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 →

Carrion, Laffitte & Cassellas, Inc. Retirement Plan in the asset neighbourhood

Adams Machinery Company Employees Profit-Sharing Plan and TrustAdams Machinery Company Empl…$8MCarrion, Laffitte & Cassellas, Inc. Retirement PlanCarrion, Laffitte & Cassella…$8MThe Kendal Corporation 401(a) PlanThe Kendal Corporation 401(a…$8MDahl & Groezinger, Inc. Profit Sharing PlanDahl & Groezinger, Inc. Prof…$8MRomar Sunset Lls 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & TrustRomar Sunset Lls 401(k) Plan…$8M
End-of-year total assets ($M) among Carrion, Laffitte & Cassellas, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Carrion, Laffitte & Cassellas, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carrion, Laffitte & Cassellas, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 37.30728365172832% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.2M $9.88M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 110 $7M
2023 1 109 $8M
2024 1 118 $10M

Carrion, Laffitte & Cassellas, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN660635623
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Carrion, Laffitte & Cassellas, Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Carrion, Laffitte & Cassellas, Inc. Retirement Plan, Total assets ($M): 8.448988 · Participants: 109Carrion, Laffitte & Cassellas, Inc. Retirement 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
Carrion, Laffitte & Cassellas, Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Carrion, Laffitte & Cassellas, Inc. Retirement Plan side-by-side with 3 peers →

Carrion, Laffitte & Cassellas, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is The Kendal Corporation 401(a) Plan in DE ($8M); by covered participants it is Danco Anodizing, Inc. Profit Sharing Plan in CA (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Carrion, Laffitte & Cassellas, Inc. Retirement Plan assets move in 2023? ▼
Carrion, Laffitte & Cassellas, Inc. Retirement Plan grew sharply - up 17.4% during 2023, from $7M to $8M. Reported net income was $1M.
How have Carrion, Laffitte & Cassellas, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carrion, Laffitte & Cassellas, Inc.'s sponsor-wide assets grew 37.3%, from $7M to $10M.
Which Profit Sharing plans are similar in size to Carrion, Laffitte & Cassellas, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Kendal Corporation 401(a) Plan in DE ($8M, 1,446 participants).
Which Profit Sharing plans cover a similar participant headcount to Carrion, Laffitte & Cassellas, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Danco Anodizing, Inc. Profit Sharing Plan in CA (109 participants, $12M 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 660635623.

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.