Profit Sharing · DOL Form 5500 · 2023

Rsm Puerto Rico Profit Sharing Plan

Data updated 2026-08-11

$4M
Total assets
10
Participants
41st
Percentile by assets
$421,862
Avg per participant
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Official DOL plan name: Rsm Puerto Rico Profit Sharing Retirement Plan · Sponsored by Rsm Puerto Rico · Puerto Rico · Professional & Technical Services

$4M in assets, 10 participants

Rsm Puerto Rico's Rsm Puerto Rico Profit Sharing Retirement Plan reported $4M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • 41st percentile by assets (of 127,072 plans)
  • #7,866 in Professional & Technical Services (20,321 peers)

Rsm Puerto Rico multi-year trail

Rsm Puerto Rico's plans moved +33.5% in assets from 2022 to 2024; this filing shows Rsm Puerto Rico Profit Sharing Retirement Plan at $4M / 10 participants.

$4M
total plan assets (2023 EOY)
10
covered participants
41st
percentile by assets (of 127,072 plans)
$421,862
avg assets per participant

Where Rsm Puerto Rico Profit Sharing Retirement Plan sits by total assets

Rsm Puerto Rico Profit Sharing Retirement Plan vs every filed plan by assets

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

$4,218,623 41st percentile higher than 41% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rsm Puerto Rico Profit Sharing Retirement Plan reported net income fell from $528K in the plan year 2022 filing to $140K in the plan year 2023 filing.
  • Rsm Puerto Rico Profit Sharing Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Puerto Rico
Industry
Professional & Technical Services

Rsm Puerto Rico across 3 plan years on file

Across the 3 plan years Rsm Puerto Rico has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $10M, a gain of 33.5%, while reported participants moved from 173 to 129 (-25.4%). Peak year by sponsor assets: 2024 ($10M); trough: 2022 ($8M).

Rsm Puerto Rico multi-year asset trail

$7M$8M$9M$10M$11M 202220232024 $7.86M $10.5M ▲ +33.5%
Total plan assets by year, all Rsm Puerto Rico plans on file
Year Plans Participants Total Assets
2022 2 173 $8M
2023 2 104 $9M
2024 2 129 $10M

Rsm Puerto Rico filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$140K
Employer EIN660388756
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Rsm Puerto Rico 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 ($M) Participants Rsm Puerto Rico Prof…, Total assets ($M): 4.218623 · Participants: 10Rsm Puerto Rico Prof…The Retirement and S…, Total assets ($M): 719.343985 · Participants: 2713The Retirement and S…Popular, Inc. Pr Sav…, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Sav…The Savings Plan for…, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for…Hewlett Packard Ente…, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Ente…The Oriental Bank Co…, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Co…
Rsm Puerto Rico Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Rsm Puerto Rico Profit Sharing Retiremen… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Rsm Puerto Rico Profit Sharing Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Rsm Puerto Rico Profit Sharing Retirement Plan assets move in 2023? ▼
Rsm Puerto Rico Profit Sharing Retirement Plan edged up modestly - up 3.4% during 2023, from $4M to $4M. Reported net income was $140K.
How have Rsm Puerto Rico plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rsm Puerto Rico's sponsor-wide assets grew 33.5%, from $8M to $10M.
Which Profit Sharing plans are similar in size to Rsm Puerto Rico Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Reed B. Mcclintock Profit Sharing Keogh Plan and Trust in CA ($4M, 2 participants).

Next read for Rsm Puerto Rico Profit Sharing Retiremen…

Multi-year trail

Ways to act on Rsm Puerto Rico Profit Sharing Retirement Plan's numbers.

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 660388756.

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.