Profit Sharing · DOL Form 5500 · 2024
Maria S. Ruiz Alonso Profit Sharing Plan
Data updated 2026-08-25
- $826K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $825,875
- Avg per participant High balance/head
Official DOL plan name: Ms Ruiz-Alonso Retirement Plan · Sponsored by Maria S. Ruiz Alonso · Puerto Rico · Finance & Insurance
$826K in assets, 1 participants
Maria S. Ruiz Alonso's Ms Ruiz-Alonso Retirement Plan reported $826K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,025 in Finance & Insurance (8,549 peers)
2024 asset change
Ms Ruiz-Alonso Retirement Plan grew at a solid clip 8.6% in 2024 ($761K → $826K) for 1 participant.
- #1,025
- in Finance & Insurance (8,549 peers)
- +8.6%
- assets growth YoY
Ms Ruiz-Alonso Retirement Plan among the smaller filed plans by assets
Ms Ruiz-Alonso Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$825,875 22nd percentile higher than 22% 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
Ms Ruiz-Alonso 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. Ms Ruiz-Alonso Retirement Plan is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 666051470 · Maria S. Ruiz Alonso PY 2024 · Profit Sharing
Ms Ruiz-Alonso Retirement Plan · $826K · 1 · 22nd
- 5500 $826K
- ASSETS 1
- PCT 22nd
- EIN Profit Sharing
- RANK near P&g Pharmacy, Inc. Profit Sharing Plan
- PHOTO ind #1025
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 →
Ms Ruiz-Alonso Retirement Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $761K |
|---|---|
| Net Assets (End of Year) | $826K |
| Net Income | $65K |
| Employer EIN | 666051470 |
| Plan Effective Date | 2022-08-01 |
| Filing Status | FILING RECEIVED |
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
Ms Ruiz-Alonso Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is P&g Pharmacy, Inc. Profit Sharing Plan in NY ($826K); 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 ($826K here).
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.