Profit Sharing · DOL Form 5500 · 2024
Francisco Ruiz Moreno Profit Sharing Plan
Data updated 2026-08-25
- $566K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $566,497
- Avg per participant High balance/head
Official DOL plan name: Francisco Ruiz Moreno Retirement Plan · Sponsored by Francisco Ruiz Moreno · Puerto Rico · Healthcare & Social Assistance
$566K in assets, 1 participants
Francisco Ruiz Moreno's Francisco Ruiz Moreno Retirement Plan reported $566K in total assets and 1 participant in its 2024 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.
- #2,376 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Francisco Ruiz Moreno Retirement Plan holds $566K for 1 participant - about $566,497 per participant, among the smaller plans by assets on file.
- #2,376
- in Healthcare & Social Assistance (16,916 peers)
- -0.2%
- assets change YoY
The plan reported a net loss of $901 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Francisco Ruiz Moreno Retirement Plan among the smaller filed plans by assets
Francisco Ruiz Moreno Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$566,497 19th percentile higher than 19% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Francisco Ruiz Moreno Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Francisco Ruiz Moreno Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Francisco Ruiz Moreno Retirement Plan reported net income fell from $26K in the plan year 2023 filing to -$901 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 583930706 · Francisco Ruiz Moreno PY 2024 · Profit Sharing
Francisco Ruiz Moreno Retirement Plan · $566K · 1 · 19th
- EBSA $566K
- PART 1
- TYPE 19th
- NET Profit Sharing
- BOOK near Browns Crossroad Corp. Profit Sharing Plan
- VS-ST ind #2376
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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →
Francisco Ruiz Moreno Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $567K |
|---|---|
| Net Assets (End of Year) | $566K |
| Net Income | -$901 |
| Employer EIN | 583930706 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Francisco Ruiz Moreno)
Sponsor-wide plan assets over time
All Francisco Ruiz Moreno plans reported in each filing year
- Latest sponsor-wide plan assets
- $566K 4.58264565033581% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $542K |
| 2023 | 1 | 1 | $567K |
| 2024 | 1 | 1 | $566K |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758
Francisco Ruiz Moreno Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Browns Crossroad Corp. Profit Sharing Plan in MO ($566K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($566K here).
- Browns Crossroad Corp. Profit Sharing Plan (MO) $566K · 1
- Sdja Inc. Retirement Plan (WI) $566K · 87
- D & W Wundergrip Profit Sharing Plan (PA) $566K · N/A
- Alex Foxman, M.D., Inc. Profit Sharing Plan (CA) $566K · 10
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.