Profit Sharing · DOL Form 5500 · 2024

Ana S. Lopez Colon Profit Sharing Plan

Data updated 2026-08-25

$204K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$203,705
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ana S. Lopez Colon Retirement Pan · Sponsored by Ana S. Lopez Colon · Puerto Rico · Professional & Technical Services

$204K in assets, 1 participants

Ana S. Lopez Colon's Ana S. Lopez Colon Retirement Pan reported $204K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,710 in Professional & Technical Services (20,173 peers)

Ana S. Lopez Colon multi-year trail

Ana S. Lopez Colon's plans moved +11.7% in assets from 2022 to 2024; this filing shows Ana S. Lopez Colon Retirement Pan at $204K / 1 participant.

#1,710
in Professional & Technical Services (20,173 peers)
+5.0%
assets growth YoY

Ana S. Lopez Colon Retirement Pan among the smaller filed plans by assets

Ana S. Lopez Colon Retirement Pan vs every filed plan by assets

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

$203,705 11th percentile higher than 11% 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

Ana S. Lopez Colon Retirement Pan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ana S. Lopez Colon Retirement Pan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ana S. Lopez Colon Retirement Pan reported net income fell from $12K in the plan year 2023 filing to $10K in the plan year 2024 filing.
  • Ana S. Lopez Colon Retirement Pan end-of-year assets rose from $194K in the plan year 2023 filing to $204K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660639618 · Ana S. Lopez Colon PY 2024 · Profit Sharing

Ana S. Lopez Colon Retirement Pan · $204K · 1 · 11th

  • BOOK $204K
  • BOOK 1
  • BOOK 11th
  • BOOK Profit Sharing
  • BOOK near Chesapeake Ice Inc. Retirement Plan
  • BOOK ind #1710

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 →

Ana S. Lopez Colon Retirement Pan in the asset neighbourhood

Ana S. Lopez Colon Retirement PanAna S. Lopez Colon Retiremen…$204KChesapeake Ice Inc. Retirement PlanChesapeake Ice Inc. Retireme…$204KFontana Franchise Group Inc. Retirement PlanFontana Franchise Group Inc.…$204KKohls & Walker Insurance Agency Profit Sharing PlanKohls & Walker Insurance Age…$204KGroomaroo, Inc. Retirement PlanGroomaroo, Inc. Retirement P…$204K
End-of-year total assets ($M) among Ana S. Lopez Colon Retirement Pan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ana S. Lopez Colon multi-year asset trail

Sponsor-wide plan assets over time

All Ana S. Lopez Colon plans reported in each filing year

Latest sponsor-wide plan assets
$204K 11.71405851545148% vs 2022
2024 filing year
$0.17M$0.18M$0.19M$0.2M$0.21M 202220232024 $0.18M $0.2M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 1 $182K
2023 1 1 $194K
2024 1 1 $204K

Ana S. Lopez Colon filing trail (2024)

Total Assets (Beginning of Year)$194K
Net Assets (End of Year)$204K
Net Income$10K
Employer EIN660639618
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Ana S. Lopez Colon Retirement Pan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Ana S. Lopez Colon Retirement Pan, Total assets ($M): 0.203705 · Participants: 1Ana S. Lopez Colon Retirement PanPopular, 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
Ana S. Lopez Colon Retirement Pan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Ana S. Lopez Colon Retirement Pan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Chesapeake Ice Inc. Retirement Plan in MD ($204K); 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 Ana S. Lopez Colon Retirement Pan assets move in 2024?
Ana S. Lopez Colon Retirement Pan edged up modestly - up 5.0% during 2024, from $194K to $204K. Reported net income was $10K.
How have Ana S. Lopez Colon plan assets changed over time?
Across 3 plan years on file (2022-2024), Ana S. Lopez Colon's sponsor-wide assets grew 11.7%, from $182K to $204K.
Where does Ana S. Lopez Colon Retirement Pan rank by assets among Form 5500 filers?
Ana S. Lopez Colon Retirement Pan ranks in the 11th 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 Ana S. Lopez Colon Retirement Pan?
Among Profit Sharing plans in other states, the closest by assets is Chesapeake Ice Inc. Retirement Plan in MD ($204K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Ana S. Lopez Colon Retirement Pan?
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).