Profit Sharing · DOL Form 5500 · 2024

Carolina Martinez Santos Profit Sharing Plan

Data updated 2026-08-25

$327K
Total assets Small plan by assets
1
Participants Small participant base
14th
Percentile by assets National rank
$327,299
Avg per participant High balance/head
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Official DOL plan name: Carolina Martinez Santos Retirement Plan · Sponsored by Carolina Martinez Santos · Puerto Rico · Professional & Technical Services

$327K in assets, 1 participants

Carolina Martinez Santos's Carolina Martinez Santos Retirement Plan reported $327K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,235 in Professional & Technical Services (20,173 peers)

Carolina Martinez Santos multi-year trail

Carolina Martinez Santos's plans moved +23.8% in assets from 2022 to 2024; this filing shows Carolina Martinez Santos Retirement Plan at $327K / 1 participant.

#2,235
in Professional & Technical Services (20,173 peers)
+7.5%
assets growth YoY

Carolina Martinez Santos Retirement Plan among the smaller filed plans by assets

Carolina Martinez Santos Retirement Plan vs every filed plan by assets

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

$327,299 14th percentile higher than 14% 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

Carolina Martinez Santos 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. Carolina Martinez Santos Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carolina Martinez Santos Retirement Plan reported net income fell from $40K in the plan year 2023 filing to $23K in the plan year 2024 filing.
  • Carolina Martinez Santos Retirement Plan end-of-year assets rose from $305K in the plan year 2023 filing to $327K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 666040430 · Carolina Martinez Santos PY 2024 · Profit Sharing

Carolina Martinez Santos Retirement Plan · $327K · 1 · 14th

  • ASSETS $327K
  • PCT 1
  • EIN 14th
  • RANK Profit Sharing
  • PHOTO near Richard Burns, M.D., Inc. Profit Sharing Plan
  • IND ind #2235

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 →

Carolina Martinez Santos Retirement Plan in the asset neighbourhood

Carolina Martinez Santos Retirement PlanCarolina Martinez Santos Ret…$327KRichard Burns, M.D., Inc. Profit Sharing PlanRichard Burns, M.D., Inc. Pr…$327KJanus Leadership Ventures Inc. Retirement PlanJanus Leadership Ventures In…$327KAbilene Films Inc-Profit Sharing PlanAbilene Films Inc-Profit Sha…$327KJitendra Baruah M.D. Profit Sharing PlanJitendra Baruah M.D. Profit …$327K
End-of-year total assets ($M) among Carolina Martinez Santos Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Carolina Martinez Santos multi-year asset trail

Sponsor-wide plan assets over time

All Carolina Martinez Santos plans reported in each filing year

Latest sponsor-wide plan assets
$327K 23.81649529775821% vs 2022
2024 filing year
$0.25M$0.3M$0.35M 202220232024 $0.26M $0.33M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 1 $264K
2023 1 1 $305K
2024 1 1 $327K

Carolina Martinez Santos filing trail (2024)

Total Assets (Beginning of Year)$305K
Net Assets (End of Year)$327K
Net Income$23K
Employer EIN666040430
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Carolina Martinez Santos Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Carolina Martinez Santos Retirement Plan, Total assets ($M): 0.327299 · Participants: 1Carolina Martinez Santos 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
Carolina Martinez Santos Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Carolina Martinez Santos Retirement Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest Profit Sharing by assets is Richard Burns, M.D., Inc. Profit Sharing Plan in CA ($327K); 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 Carolina Martinez Santos Retirement Plan assets move in 2024? ▼
Carolina Martinez Santos Retirement Plan grew at a solid clip - up 7.5% during 2024, from $305K to $327K. Reported net income was $23K.
How have Carolina Martinez Santos plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Martinez Santos's sponsor-wide assets grew 23.8%, from $264K to $327K.
Where does Carolina Martinez Santos Retirement Plan rank by assets among Form 5500 filers? ▼
Carolina Martinez Santos Retirement Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Carolina Martinez Santos Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Richard Burns, M.D., Inc. Profit Sharing Plan in CA ($327K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Carolina Martinez Santos 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 666040430.

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.