Profit Sharing · DOL Form 5500 · 2024

Carlos a. Latimer Arsuaga Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
34th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Carlos a. Latimer Arsuaga Retirement Plan · Sponsored by Carlos a. Latimer Arsuaga · Puerto Rico · Professional & Technical Services

$3M in assets, 3 participants

Carlos a. Latimer Arsuaga's Carlos a. Latimer Arsuaga Retirement Plan reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,185 in Professional & Technical Services (20,173 peers)

Carlos a. Latimer Arsuaga multi-year trail

Carlos a. Latimer Arsuaga's plans moved +19.6% in assets from 2022 to 2024; this filing shows Carlos a. Latimer Arsuaga Retirement Plan at $3M / 3 participants.

#6,185
in Professional & Technical Services (20,173 peers)
+14.1%
assets growth YoY

Carlos a. Latimer Arsuaga Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Carlos a. Latimer Arsuaga Retirement Plan vs every filed plan by assets

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

$3,019,330 34th percentile higher than 34% 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

Carlos a. Latimer Arsuaga 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. Carlos a. Latimer Arsuaga Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carlos a. Latimer Arsuaga Retirement Plan reported net income rose from $121K in the plan year 2023 filing to $373K in the plan year 2024 filing.
  • Carlos a. Latimer Arsuaga 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 →

Plan-year Form 5500 strip

Filing strip 660659471 · Carlos a. Latimer Arsuaga PY 2024 · Profit Sharing

Carlos a. Latimer Arsuaga Retirement Plan · $3M · 3 · 34th

  • BOY $3M
  • BOY 3
  • BOY 34th
  • BOY Profit Sharing
  • BOY near Bailey, Clark & Nelson Self-Empl Profit Sharing Plan
  • BOY ind #6185

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 →

Carlos a. Latimer Arsuaga Retirement Plan in the asset neighbourhood

Bailey, Clark & Nelson Self-Empl Profit Sharing PlanBailey, Clark & Nelson Self-…$3MPlumbers Local Union No. 17 Annuity FundPlumbers Local Union No. 17 …$3MCarlos a. Latimer Arsuaga Retirement PlanCarlos a. Latimer Arsuaga Re…$3MPhilip E Lutz Mdpc Profit Sharing PlanPhilip E Lutz Mdpc Profit Sh…$3MBarto Funeral Homes Ltd Employees Profit Sharing PlanBarto Funeral Homes Ltd Empl…$3M
End-of-year total assets ($M) among Carlos a. Latimer Arsuaga Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Carlos a. Latimer Arsuaga multi-year asset trail

Sponsor-wide plan assets over time

All Carlos a. Latimer Arsuaga plans reported in each filing year

Latest sponsor-wide plan assets
$3M 19.557491602390257% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.53M $3.02M ▲ +19.4%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 3 $3M

Carlos a. Latimer Arsuaga filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$373K
Employer EIN660659471
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Carlos a. Latimer Arsuaga Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Carlos a. Latimer Arsuaga Retirement Plan, Total assets ($M): 3.01933 · Participants: 3Carlos a. Latimer Arsuaga 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
Carlos a. Latimer Arsuaga Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Carlos a. Latimer Arsuaga Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Bailey, Clark & Nelson Self-Empl Profit Sharing Plan in CA ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); 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 Carlos a. Latimer Arsuaga Retirement Plan assets move in 2024?
Carlos a. Latimer Arsuaga Retirement Plan grew at a solid clip - up 14.1% during 2024, from $3M to $3M. Reported net income was $373K.
How have Carlos a. Latimer Arsuaga plan assets changed over time?
Across 3 plan years on file (2022-2024), Carlos a. Latimer Arsuaga's sponsor-wide assets grew 19.6%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Carlos a. Latimer Arsuaga Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Bailey, Clark & Nelson Self-Empl Profit Sharing Plan in CA ($3M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Carlos a. Latimer Arsuaga Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K in assets).