Profit Sharing · DOL Form 5500 · 2023

Gonzalez Trading, LLC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
134
Participants Small participant base
24th
Percentile by assets National rank
$7,865
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gonzalez Trading Retirement Plan · Sponsored by Gonzalez Trading, LLC · Puerto Rico · Real Estate

$1M in assets, 134 participants

Gonzalez Trading, LLC's Gonzalez Trading Retirement Plan reported $1M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,962 in Real Estate (4,727 peers)

Gonzalez Trading, LLC multi-year trail

Gonzalez Trading, LLC's plans moved +217.2% in assets from 2022 to 2024; this filing shows Gonzalez Trading Retirement Plan at $1M / 134 participants.

#1,962
in Real Estate (4,727 peers)
+107.2%
assets growth YoY

Gonzalez Trading Retirement Plan among the smaller filed plans by assets

Gonzalez Trading Retirement Plan vs every filed plan by assets

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

$1,053,889 24th percentile higher than 24% 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

Gonzalez Trading Retirement 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. Gonzalez Trading Retirement Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gonzalez Trading Retirement Plan end-of-year assets rose from $509K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Gonzalez Trading Retirement Plan reported net income rose from $406K in the plan year 2022 filing to $545K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660255916 · Gonzalez Trading, LLC PY 2023 · Profit Sharing

Gonzalez Trading Retirement Plan · $1M · 134 · 24th

  • EOY $1M
  • 5500 134
  • ASSETS 24th
  • PCT Profit Sharing
  • EIN near Hogue Home Services Inc. Retirement Plan
  • RANK ind #1962

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 Real Estate retirement plans → · Plans in Puerto Rico →

Gonzalez Trading Retirement Plan in the asset neighbourhood

Grover Enterprises Inc. Retirement PlanGrover Enterprises Inc. Reti…$1MGonzalez Trading Retirement PlanGonzalez Trading Retirement …$1MHogue Home Services Inc. Retirement PlanHogue Home Services Inc. Ret…$1MAskk Cstores Profit Sharing PlanAskk Cstores Profit Sharing …$1MDaus Technologies Corporation Retirement PlanDaus Technologies Corporatio…$1M
End-of-year total assets ($M) among Gonzalez Trading Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Gonzalez Trading, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Gonzalez Trading, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 217.2350600116405% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.51M $1.61M ▲ +215.7%
Year Plans Participants Total Assets
2022 1 134 $509K
2023 1 134 $1M
2024 1 152 $2M

Gonzalez Trading, LLC filing trail (2023)

Total Assets (Beginning of Year)$509K
Net Assets (End of Year)$1M
Net Income$545K
Employer EIN660255916
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Gonzalez Trading Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Gonzalez Trading Retirement Plan, Total assets ($M): 1.053889 · Participants: 134Gonzalez Trading 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
Gonzalez Trading Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Gonzalez Trading Retirement Plan side-by-side with 3 peers →

Gonzalez Trading Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Hogue Home Services Inc. Retirement Plan in FL ($1M); by covered participants it is Norland International, Inc 401(k) Plan in NE (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Gonzalez Trading Retirement Plan assets move in 2023? ▼
Gonzalez Trading Retirement Plan surged - up 107.2% during 2023, from $509K to $1M. Reported net income was $545K.
How have Gonzalez Trading, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gonzalez Trading, LLC's sponsor-wide assets grew 217.2%, from $509K to $2M.
Where does Gonzalez Trading Retirement Plan rank by assets among Form 5500 filers? ▼
Gonzalez Trading Retirement Plan ranks in the 24th 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 Gonzalez Trading Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hogue Home Services Inc. Retirement Plan in FL ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Gonzalez Trading Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Norland International, Inc 401(k) Plan in NE (134 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 660255916.

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.