Profit Sharing · DOL Form 5500 · 2024

Alfredo R. Nadal Carbonell Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
33rd
Percentile by assets National rank
$2.9M
Avg per participant High balance/head
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Official DOL plan name: Alfredo R. Nadal Carbonell Retirement Plan · Sponsored by Alfredo R. Nadal Carbonell · Puerto Rico · Professional & Technical Services

$3M in assets, 1 participants

Alfredo R. Nadal Carbonell's Alfredo R. Nadal Carbonell Retirement Plan reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,033 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Alfredo R. Nadal Carbonell Retirement Plan holds $3M for 1 participant - about $2.9M per participant, in the lower half of filed plans by assets.

#6,033
in Professional & Technical Services (20,173 peers)
+3.1%
assets growth YoY

Alfredo R. Nadal Carbonell Retirement Plan among the smaller filed plans by assets

Alfredo R. Nadal Carbonell Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,862,590 33rd percentile higher than 33% of 123,620 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 2024

Alfredo R. Nadal Carbonell 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. Alfredo R. Nadal Carbonell Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alfredo R. Nadal Carbonell Retirement Plan reported net income fell from $171K in the plan year 2023 filing to $85K in the plan year 2024 filing.
  • Alfredo R. Nadal Carbonell Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 666032334 · Alfredo R. Nadal Carbonell PY 2024 · Profit Sharing

Alfredo R. Nadal Carbonell Retirement Plan · $3M · 1 · 33rd

  • PHOTO $3M
  • IND 1
  • EOY 33rd
  • 5500 Profit Sharing
  • ASSETS near Valley Pathology LLC Profit Sharing Plan & Trust
  • PCT ind #6033

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 →

Alfredo R. Nadal Carbonell Retirement Plan in the asset neighbourhood

Alfredo R. Nadal Carbonell Retirement PlanAlfredo R. Nadal Carbonell R…$3MValley Pathology LLC Profit Sharing Plan & TrustValley Pathology LLC Profit …$3MEmployee Profit Sharing Plan and Trust AgreementEmployee Profit Sharing Plan…$3MColorado Contractors Open Shop Employers Profit Sharing PlanColorado Contractors Open Sh…$3MDr. Ravi Gupta, Inc. Pension PlanDr. Ravi Gupta, Inc. Pension…$3M
End-of-year total assets ($M) among Alfredo R. Nadal Carbonell Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$85K
Employer EIN666032334
Plan Effective Date2010-02-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Alfredo R. Nadal Carbonell)

Sponsor-wide plan assets over time

All Alfredo R. Nadal Carbonell plans reported in each filing year

Latest sponsor-wide plan assets
$3M 9.84865346093924% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M 202220232024 $2.61M $2.86M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M
2024 1 1 $3M

Nearby Profit Sharing Plans in Puerto Rico

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

Alfredo R. Nadal Carbonell Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Alfredo R. Nadal Carbonell Retirement Plan, Total assets ($M): 2.86259 · Participants: 1Alfredo R. Nadal Carbonell Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Alfredo R. Nadal Carbonell Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Alfredo R. Nadal Carbonell Retirement Plan side-by-side with 3 peers →

Alfredo R. Nadal Carbonell Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Valley Pathology LLC Profit Sharing Plan & Trust in AL ($3M); 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.

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.

Frequently Asked Questions

How did Alfredo R. Nadal Carbonell Retirement Plan assets move in 2024? ▼
Alfredo R. Nadal Carbonell Retirement Plan edged up modestly - up 3.1% during 2024, from $3M to $3M. Reported net income was $85K.
How have Alfredo R. Nadal Carbonell plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alfredo R. Nadal Carbonell's sponsor-wide assets grew 9.8%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Alfredo R. Nadal Carbonell Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Valley Pathology LLC Profit Sharing Plan & Trust in AL ($3M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Alfredo R. Nadal Carbonell Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 666032334.

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.