Profit Sharing · DOL Form 5500 · 2023

Optima, Contratista General, Inc. Profit Sharing Plan

Data updated 2026-08-25

$293K
Total assets Small plan by assets
2
Participants Small participant base
13th
Percentile by assets National rank
$146,330
Avg per participant Above avg balance/head
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Official DOL plan name: Optima, Contratista General, Inc. Retirement Plan · Sponsored by Optima, Contratista General, Inc. · Puerto Rico · Professional & Technical Services

$293K in assets, 2 participants

Optima, Contratista General, Inc.'s Optima, Contratista General, Inc. Retirement Plan reported $293K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,111 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Optima, Contratista General, Inc. Retirement Plan holds $293K for 2 participants - about $146,330 per participant, among the smaller plans by assets on file.

#2,111
in Professional & Technical Services (20,321 peers)
+0.0%
assets growth YoY

Optima, Contratista General, Inc. Retirement Plan among the smaller filed plans by assets

Optima, Contratista General, Inc. Retirement Plan vs every filed plan by assets

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

$292,659 13th percentile higher than 13% 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

Optima, Contratista General, Inc. 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. Optima, Contratista General, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 660564445 · Optima, Contratista General, Inc. PY 2023 · Profit Sharing

Optima, Contratista General, Inc. Retirement Plan · $293K · 2 · 13th

  • PCT $293K
  • EIN 2
  • RANK 13th
  • PHOTO Profit Sharing
  • IND near Jhw Enterprises, Inc. Retirement Plan
  • EOY ind #2111

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 →

Optima, Contratista General, Inc. Retirement Plan in the asset neighbourhood

Optima, Contratista General, Inc. Retirement PlanOptima, Contratista General,…$293KJhw Enterprises, Inc. Retirement PlanJhw Enterprises, Inc. Retire…$293KCarpathia Management, Inc. Profit Sharing PlanCarpathia Management, Inc. P…$293K1738 Ventures, Inc. Retirement Plan1738 Ventures, Inc. Retireme…$293KA Hand Holding Corp. Profit Sharing PlanA Hand Holding Corp. Profit …$293K
End-of-year total assets ($M) among Optima, Contratista General, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$293K
Net Assets (End of Year)$293K
Employer EIN660564445
Plan Effective Date2000-04-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Optima, Contratista General, Inc.)

Sponsor-wide plan assets over time

All Optima, Contratista General, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$293K 0% vs 2022
2024 filing year
$0.29M 202220232024 $0.29M $0.29M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $293K
2023 1 2 $293K
2024 1 2 $293K

Nearby Profit Sharing Plans in Puerto Rico

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

Optima, Contratista General, Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Optima, Contratista General, Inc. Retirement Plan, Total assets ($M): 0.292659 · Participants: 2Optima, Contratista General, 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
Optima, Contratista General, Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Optima, Contratista General, Inc. Retirement Plan side-by-side with 3 peers →

Optima, Contratista General, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Jhw Enterprises, Inc. Retirement Plan in NY ($293K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($293K here).

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 Optima, Contratista General, Inc. Retirement Plan assets move in 2023? ▼
Optima, Contratista General, Inc. Retirement Plan held essentially flat - up 0.0% during 2023, from $293K to $293K.
How have Optima, Contratista General, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optima, Contratista General, Inc.'s sponsor-wide assets grew 0.0%, from $293K to $293K.
Where does Optima, Contratista General, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Optima, Contratista General, Inc. Retirement Plan ranks in the 13th 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 Optima, Contratista General, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jhw Enterprises, Inc. Retirement Plan in NY ($293K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Optima, Contratista General, Inc. 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 660564445.

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.