Profit Sharing · DOL Form 5500 · 2023

De La Cruz & Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
101
Participants Small participant base
51st
Percentile by assets National rank
$67,775
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dlc Group Savings Plan · Sponsored by De La Cruz & Associates, Inc. · Puerto Rico · Professional & Technical Services

$7M in assets, 101 participants

De La Cruz & Associates, Inc.'s Dlc Group Savings Plan reported $7M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,947 in Professional & Technical Services (20,321 peers)

2023 asset change

Dlc Group Savings Plan pulled back noticeably 8.9% in 2023 ($8M → $7M) for 101 participants.

#9,947
in Professional & Technical Services (20,321 peers)
-8.9%
assets change YoY

Dlc Group Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Dlc Group Savings Plan vs every filed plan by assets

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

$6,845,323 Top 49% higher than 51% 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

Dlc Group Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dlc Group Savings Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dlc Group Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $338K in the plan year 2023 filing.
  • Dlc Group Savings Plan end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Dlc Group Savings Plan reported participants rose from 96 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660416370 · De La Cruz & Associates, Inc. PY 2023 · Profit Sharing

Dlc Group Savings Plan · $7M · 101 · 51st

  • PCT $7M
  • EIN 101
  • RANK 51st
  • PHOTO Profit Sharing
  • IND near United Mailing Services, Inc. Profit Sharing Plan
  • EOY ind #9947

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 →

Dlc Group Savings Plan in the asset neighbourhood

Ritchie Wong M.D., Inc. Profit Sharing PlanRitchie Wong M.D., Inc. Prof…$7MDlc Group Savings Plan$7MUnited Mailing Services, Inc. Profit Sharing PlanUnited Mailing Services, Inc…$7MMenorah Manor, Inc. Retirement Savings Incentive PlanMenorah Manor, Inc. Retireme…$7MManhattan Center for Early Learning Profit Sharing PlanManhattan Center for Early L…$7M
End-of-year total assets ($M) among Dlc Group Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

De La Cruz & Associates, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All De La Cruz & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 3.9161114686359113% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $7.52M $7.81M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 96 $8M
2023 1 101 $7M
2024 1 115 $8M

2023 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income$338K
Employer EIN660416370
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Dlc Group Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Dlc Group Savings Plan, Total assets ($M): 6.845323 · Participants: 101Dlc Group Savings 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
Dlc Group Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Dlc Group Savings Plan side-by-side with 3 peers →

Dlc Group Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is United Mailing Services, Inc. Profit Sharing Plan in WI ($7M); by covered participants it is Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity Plan in MA (101 participants). Same-state nearby plans are listed separately above.

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 Dlc Group Savings Plan assets move in 2023? ▼
Dlc Group Savings Plan pulled back noticeably - down 8.9% during 2023, from $8M to $7M. Reported net income was $338K.
How have De La Cruz & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), De La Cruz & Associates, Inc.'s sponsor-wide assets grew 3.9%, from $8M to $8M.
Which Profit Sharing plans are similar in size to Dlc Group Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is United Mailing Services, Inc. Profit Sharing Plan in WI ($7M, 213 participants).
Which Profit Sharing plans cover a similar participant headcount to Dlc Group Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity Plan in MA (101 participants, $3M 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 660416370.

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.