Profit Sharing · DOL Form 5500 · 2023

Rafael Fernandez Soltero Profit Sharing Plan

Data updated 2026-08-25

$702K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$351,153
Avg per participant High balance/head
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Official DOL plan name: Rafesol Profit Sharing Retirement Plan · Sponsored by Rafael Fernandez Soltero · Puerto Rico · Other Services

$702K in assets, 2 participants

Rafael Fernandez Soltero's Rafesol Profit Sharing Retirement Plan reported $702K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,417 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Rafesol Profit Sharing Retirement Plan ranks #3,417 of 7,857 2023 filers by assets (2858% of the sector average)-$702K for 2 participants.

#3,417
in Other Services (7,857 peers)
+20.1%
assets growth YoY

Rafesol Profit Sharing Retirement Plan among the smaller filed plans by assets

Rafesol Profit Sharing Retirement Plan vs every filed plan by assets

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

$702,306 21st percentile higher than 21% 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

Rafesol Profit Sharing Retirement 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. Rafesol Profit Sharing Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rafesol Profit Sharing Retirement Plan reported net income rose from -$133K in the plan year 2022 filing to $117K in the plan year 2023 filing.
  • Rafesol Profit Sharing Retirement Plan end-of-year assets rose from $585K in the plan year 2022 filing to $702K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 666043698 · Rafael Fernandez Soltero PY 2023 · Profit Sharing

Rafesol Profit Sharing Retirement Plan · $702K · 2 · 21st

  • PCT $702K
  • PCT 2
  • PCT 21st
  • PCT Profit Sharing
  • PCT near James a. Mcpeake Profit Sharing Plan
  • PCT ind #3417

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 Other Services retirement plans → · Plans in Puerto Rico →

Rafesol Profit Sharing Retirement Plan in the asset neighbourhood

Rafesol Profit Sharing Retirement PlanRafesol Profit Sharing Retir…$702KJames a. Mcpeake Profit Sharing PlanJames a. Mcpeake Profit Shar…$702KOhio Exterminating Company Inc Retirement PlanOhio Exterminating Company I…$703KDmb 33 Holdings Inc. Retirement PlanDmb 33 Holdings Inc. Retirem…$703KStraight Path Holdings Inc. Retirement PlanStraight Path Holdings Inc. …$703K
End-of-year total assets ($M) among Rafesol Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$585K
Net Assets (End of Year)$702K
Net Income$117K
Employer EIN666043698
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rafael Fernandez Soltero)

Sponsor-wide plan assets over time

All Rafael Fernandez Soltero plans reported in each filing year

Latest sponsor-wide plan assets
$820K 40.269257336698196% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.58M $0.82M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 2 $585K
2023 1 2 $702K
2024 1 2 $820K

Nearby Profit Sharing Plans in Puerto Rico

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

Rafesol Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Rafesol Profit Sharing Retirement Plan, Total assets ($M): 0.702306 · Participants: 2Rafesol Profit Sharing 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
Rafesol Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Rafesol Profit Sharing Retirement Plan side-by-side with 3 peers →

Rafesol Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is James a. Mcpeake Profit Sharing Plan in KY ($702K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Rafesol Profit Sharing Retirement Plan assets move in 2023? ▼
Rafesol Profit Sharing Retirement Plan grew sharply - up 20.1% during 2023, from $585K to $702K. Reported net income was $117K.
How have Rafael Fernandez Soltero plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rafael Fernandez Soltero's sponsor-wide assets grew 40.3%, from $585K to $820K.
Where does Rafesol Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Rafesol Profit Sharing Retirement Plan ranks in the 21st 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 Rafesol Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is James a. Mcpeake Profit Sharing Plan in KY ($702K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Rafesol Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 666043698.

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.