Profit Sharing · DOL Form 5500 · 2023
Gerardo Alayon Anta Helvetia Rosario Padua Profit Sharing Plan
Data updated 2026-08-25
- $579K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $96,577
- Avg per participant Below avg balance/head
Official DOL plan name: Dres. Alayon - Rosario Retirement Plan · Sponsored by Gerardo Alayon Anta Helvetia Rosario Padua · Puerto Rico · Other Services
$579K in assets, 6 participants
Gerardo Alayon Anta Helvetia Rosario Padua's Dres. Alayon - Rosario Retirement Plan reported $579K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.
- #3,203 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Dres. Alayon - Rosario Retirement Plan ranks #3,203 of 7,857 2023 filers by assets (3464% of the sector average)-$579K for 6 participants.
- #3,203
- in Other Services (7,857 peers)
- +2.9%
- assets growth YoY
Dres. Alayon - Rosario Retirement Plan among the smaller filed plans by assets
Dres. Alayon - Rosario Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$579,461 19th percentile higher than 19% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Dres. Alayon - Rosario 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. Dres. Alayon - Rosario Retirement Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dres. Alayon - Rosario Retirement Plan reported net income rose from -$77K in the plan year 2022 filing to $17K in the plan year 2023 filing.
- Dres. Alayon - Rosario Retirement Plan end-of-year assets rose from $563K in the plan year 2022 filing to $579K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 660530302 · Gerardo Alayon Anta Helvetia Rosario Padua PY 2023 · Profit Sharing
Dres. Alayon - Rosario Retirement Plan · $579K · 6 · 19th
- RANK $579K
- PHOTO 6
- IND 19th
- EOY Profit Sharing
- 5500 near James a. Mcpeake Profit Sharing Plan
- ASSETS ind #3203
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 →
Dres. Alayon - Rosario Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $563K |
|---|---|
| Net Assets (End of Year) | $579K |
| Net Income | $17K |
| Employer EIN | 660530302 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gerardo Alayon Anta Helvetia Rosario Padua)
Sponsor-wide plan assets over time
All Gerardo Alayon Anta Helvetia Rosario Padua plans reported in each filing year
- Latest sponsor-wide plan assets
- $582K 3.3731938835877697% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $563K |
| 2023 | 1 | 6 | $579K |
| 2024 | 1 | 6 | $582K |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Dres. Alayon - Rosario 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 ($579K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($579K here).
- James a. Mcpeake Profit Sharing Plan (KY) $579K · 2
- Roger C. Winkle Profit Sharing Plan (NJ) $580K · 5
- Kopi Kanyon Inc. Retirement Plan (CO) $579K · 6
- Gross-Rhode Exteriors Profit Sharing Plan (CO) $580K · 3
Similar participant headcount
Nearest other-state filings by covered participants (6 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.