Profit Sharing · DOL Form 5500 · 2023

Carbonell & Co., LLC Profit Sharing Plan

Data updated 2026-08-25

$231K
Total assets Small plan by assets
37
Participants Small participant base
12th
Percentile by assets National rank
$6,238
Avg per participant Low balance/head
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Official DOL plan name: Carbonell & Co., LLP Profit Sharing Plan · Sponsored by Carbonell & Co., LLC · Puerto Rico · Finance & Insurance

$231K in assets, 37 participants

Carbonell & Co., LLC's Carbonell & Co., LLP Profit Sharing Plan reported $231K in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #604 in Finance & Insurance (8,869 peers)

Carbonell & Co., LLC multi-year trail

Carbonell & Co., LLC's plans moved +67.1% in assets from 2022 to 2024; this filing shows Carbonell & Co., LLP Profit Sharing Plan at $231K / 37 participants.

#604
in Finance & Insurance (8,869 peers)
+39.9%
assets growth YoY

Carbonell & Co., LLP Profit Sharing Plan among the smaller filed plans by assets

Carbonell & Co., LLP Profit Sharing Plan vs every filed plan by assets

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

$230,804 12th percentile higher than 12% 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

Carbonell & Co., LLP Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carbonell & Co., LLP Profit Sharing Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carbonell & Co., LLP Profit Sharing Plan end-of-year assets rose from $165K in the plan year 2022 filing to $231K in the plan year 2023 filing.
  • Carbonell & Co., LLP Profit Sharing Plan reported net income rose from $54K in the plan year 2022 filing to $66K in the plan year 2023 filing.
  • Carbonell & Co., LLP Profit Sharing Plan reported participants rose from 32 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660524090 · Carbonell & Co., LLC PY 2023 · Profit Sharing

Carbonell & Co., LLP Profit Sharing Plan · $231K · 37 · 12th

  • PART $231K
  • TYPE 37
  • NET 12th
  • BOOK Profit Sharing
  • VS-ST near Twin Holdings Corp. Retirement Plan
  • BOY ind #604

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Carbonell & Co., LLP Profit Sharing Plan in the asset neighbourhood

Carbonell & Co., LLP Profit Sharing PlanCarbonell & Co., LLP Profit …$231KTwin Holdings Corp. Retirement PlanTwin Holdings Corp. Retireme…$231KInclusive Sports, Inc. Retirement PlanInclusive Sports, Inc. Retir…$231KMidlife Excitement, Inc. Profit Sharing PlanMidlife Excitement, Inc. Pro…$231KWatering Lane Ventures, Inc. Profit Sharing PlanWatering Lane Ventures, Inc.…$231K
End-of-year total assets ($M) among Carbonell & Co., LLP Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Carbonell & Co., LLC multi-year asset trail

Sponsor-wide plan assets over time

All Carbonell & Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$276K 67.14092674620824% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M 202220232024 $0.17M $0.28M ▲ +64.7%
Year Plans Participants Total Assets
2022 1 32 $165K
2023 1 37 $231K
2024 1 38 $276K

Carbonell & Co., LLC filing trail (2023)

Total Assets (Beginning of Year)$165K
Net Assets (End of Year)$231K
Net Income$66K
Employer EIN660524090
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Carbonell & Co., LLP Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Carbonell & Co., LLP Profit Sharing Plan, Total assets ($M): 0.230804 · Participants: 37Carbonell & Co., LLP Profit Sharing 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
Carbonell & Co., LLP Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Carbonell & Co., LLP Profit Sharing Plan side-by-side with 3 peers →

Carbonell & Co., LLP Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Twin Holdings Corp. Retirement Plan in WA ($231K); by covered participants it is Torrence's Farm Implements Profit Sharing Plan II in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Carbonell & Co., LLP Profit Sharing Plan assets move in 2023? ▼
Carbonell & Co., LLP Profit Sharing Plan surged - up 39.9% during 2023, from $165K to $231K. Reported net income was $66K.
How have Carbonell & Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carbonell & Co., LLC's sponsor-wide assets grew 67.1%, from $165K to $276K.
Where does Carbonell & Co., LLP Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carbonell & Co., LLP Profit Sharing Plan ranks in the 12th 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 Carbonell & Co., LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Twin Holdings Corp. Retirement Plan in WA ($231K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Carbonell & Co., LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Torrence's Farm Implements Profit Sharing Plan II in CA (37 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 660524090.

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.