Profit Sharing · DOL Form 5500 · 2023

Ortiz & Associates, a.L.C. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
25th
Percentile by assets National rank
$235,575
Avg per participant Above avg balance/head
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Official DOL plan name: Ortiz & Associates, a,L.C. Profit Sharing Plan · Sponsored by Ortiz & Associates, a.L.C. · Hawaii · Professional & Technical Services

$1M in assets, 5 participants

Ortiz & Associates, a.L.C.'s Ortiz & Associates, a,L.C. Profit Sharing Plan reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,149 in Professional & Technical Services (20,321 peers)

Ortiz & Associates, a.L.C. multi-year trail

Ortiz & Associates, a.L.C.'s plans moved +11.7% in assets from 2022 to 2024; this filing shows Ortiz & Associates, a,L.C. Profit Sharing Plan at $1M / 5 participants.

#4,149
in Professional & Technical Services (20,321 peers)
+4.5%
assets growth YoY

Ortiz & Associates, a,L.C. Profit Sharing Plan among the smaller filed plans by assets

Ortiz & Associates, a,L.C. Profit Sharing Plan vs every filed plan by assets

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

$1,177,873 25th percentile higher than 25% 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

Ortiz & Associates, a,L.C. 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. Ortiz & Associates, a,L.C. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ortiz & Associates, a,L.C. Profit Sharing Plan reported net income rose from -$133K in the plan year 2022 filing to $51K in the plan year 2023 filing.
  • Ortiz & Associates, a,L.C. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 990343210 · Ortiz & Associates, a.L.C. PY 2023 · Profit Sharing

Ortiz & Associates, a,L.C. Profit Sharing Plan · $1M · 5 · 25th

  • BOOK $1M
  • BOOK 5
  • BOOK 25th
  • BOOK Profit Sharing
  • BOOK near Yuma Primary Care, PLLC Profit Sharing Plan
  • BOOK ind #4149

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 Hawaii →

Ortiz & Associates, a,L.C. Profit Sharing Plan in the asset neighbourhood

Ortiz & Associates, a,L.C. Profit Sharing PlanOrtiz & Associates, a,L.C. P…$1MYuma Primary Care, PLLC Profit Sharing PlanYuma Primary Care, PLLC Prof…$1MEastside Jms, Inc. Retirement PlanEastside Jms, Inc. Retiremen…$1MRamon L. Rivera Schneider Retirement PlanRamon L. Rivera Schneider Re…$1MMegesh, Inc. Retirement Plan$1M
End-of-year total assets ($M) among Ortiz & Associates, a,L.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ortiz & Associates, a.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Ortiz & Associates, a.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 11.666140105501558% vs 2022
2024 filing year
$1.1M$1.15M$1.2M$1.25M$1.3M 202220232024 $1.13M $1.26M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 5 $1M
2024 1 5 $1M

Ortiz & Associates, a.L.C. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$51K
Employer EIN990343210
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Hawaii

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

Ortiz & Associates, a,L.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400500 Total assets ($M) Participants Ortiz & Associates, a,L.C. Profit Sharing Plan, Total assets ($M): 1.177873 · Participants: 5Ortiz & Associates, a,L.C. Profit Sharing PlanHawaii Electricians Annuity Plan, Total assets ($M): 450.479567 · Participants: 2215Hawaii Electricians Annuity PlanHawaii Sheet Metal Workers Annuity Profit Sharing, Total assets ($M): 108.342276 · Participants: 514Hawaii Sheet Metal Workers Annuity Profit SharingHawaiiusa Fcu Retirement Plan, Total assets ($M): 55.609266 · Participants: 386Hawaiiusa Fcu Retirement PlanHawaiian Dredging Construction Company Profit Sharing Plan, Total assets ($M): 34.397084 · Participants: 296Hawaiian Dredging Construction Company Profit Sharing PlanUnlimited Construction Services Inc. 401(k) Profit Sharing Plan, Total assets ($M): 13.032649 · Participants: 105Unlimited Construction Services Inc. 401(k) Profit Sharing Plan
Ortiz & Associates, a,L.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants
Compare Ortiz & Associates, a,L.C. Profit Sharing Plan side-by-side with 3 peers →

Ortiz & Associates, a,L.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Hawaii, the nearest Profit Sharing by assets is Yuma Primary Care, PLLC Profit Sharing Plan in AZ ($1M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Ortiz & Associates, a,L.C. Profit Sharing Plan assets move in 2023? ▼
Ortiz & Associates, a,L.C. Profit Sharing Plan edged up modestly - up 4.5% during 2023, from $1M to $1M. Reported net income was $51K.
How have Ortiz & Associates, a.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ortiz & Associates, a.L.C.'s sponsor-wide assets grew 11.7%, from $1M to $1M.
Where does Ortiz & Associates, a,L.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ortiz & Associates, a,L.C. Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Ortiz & Associates, a,L.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Yuma Primary Care, PLLC Profit Sharing Plan in AZ ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Ortiz & Associates, a,L.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A 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 990343210.

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.