Profit Sharing · DOL Form 5500 · 2023

Noel Santos Montes Profit Sharing Plan

Data updated 2026-08-25

$438K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$219,059
Avg per participant Above avg balance/head
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Official DOL plan name: Noel Santos Montes Retirement Plan · Sponsored by Noel Santos Montes · Puerto Rico · Healthcare & Social Assistance

$438K in assets, 2 participants

Noel Santos Montes's Noel Santos Montes Retirement Plan reported $438K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,141 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Noel Santos Montes Retirement Plan holds $438K for 2 participants - about $219,059 per participant, among the smaller plans by assets on file.

#2,141
in Healthcare & Social Assistance (17,684 peers)
+1.9%
assets growth YoY

Noel Santos Montes Retirement Plan among the smaller filed plans by assets

Noel Santos Montes Retirement Plan vs every filed plan by assets

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

$438,117 17th percentile higher than 17% 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

Noel Santos Montes 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. Noel Santos Montes Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Noel Santos Montes Retirement Plan reported net income fell from $11K in the plan year 2022 filing to $8K in the plan year 2023 filing.
  • Noel Santos Montes Retirement Plan end-of-year assets rose from $430K in the plan year 2022 filing to $438K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660519177 · Noel Santos Montes PY 2023 · Profit Sharing

Noel Santos Montes Retirement Plan · $438K · 2 · 17th

  • PCT $438K
  • PCT 2
  • PCT 17th
  • PCT Profit Sharing
  • PCT near Wjucnu Holding Inc. Retirement Plan
  • PCT ind #2141

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 →

Noel Santos Montes Retirement Plan in the asset neighbourhood

Noel Santos Montes Retirement PlanNoel Santos Montes Retiremen…$438KWjucnu Holding Inc. Retirement PlanWjucnu Holding Inc. Retireme…$438KMebrica Associates Inc. Profit Sharing PlanMebrica Associates Inc. Prof…$438KLisa Leung Insurance Agency Inc Profit Sharing PlanLisa Leung Insurance Agency …$439KMs3 Visual Communications Retirement PlanMs3 Visual Communications Re…$438K
End-of-year total assets ($M) among Noel Santos Montes Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$430K
Net Assets (End of Year)$438K
Net Income$8K
Employer EIN660519177
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Noel Santos Montes)

Sponsor-wide plan assets over time

All Noel Santos Montes plans reported in each filing year

Latest sponsor-wide plan assets
$461K 7.3578992189081465% vs 2022
2024 filing year
$0.42M$0.43M$0.44M$0.45M$0.46M$0.47M 202220232024 $0.43M $0.46M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 2 $430K
2023 1 2 $438K
2024 1 2 $461K

Nearby Profit Sharing Plans in Puerto Rico

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

Noel Santos Montes Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Noel Santos Montes Retirement Plan, Total assets ($M): 0.438117 · Participants: 2Noel Santos Montes 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
Noel Santos Montes Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Noel Santos Montes Retirement Plan side-by-side with 3 peers →

Noel Santos Montes Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Wjucnu Holding Inc. Retirement Plan in OH ($438K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Noel Santos Montes Retirement Plan assets move in 2023? ▼
Noel Santos Montes Retirement Plan edged up modestly - up 1.9% during 2023, from $430K to $438K. Reported net income was $8K.
How have Noel Santos Montes plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Noel Santos Montes's sponsor-wide assets grew 7.4%, from $430K to $461K.
Where does Noel Santos Montes Retirement Plan rank by assets among Form 5500 filers? ▼
Noel Santos Montes Retirement Plan ranks in the 17th 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 Noel Santos Montes Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Wjucnu Holding Inc. Retirement Plan in OH ($438K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Noel Santos Montes 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 660519177.

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.