Profit Sharing · DOL Form 5500 · 2024
Miguel E. Sosa Portillo Profit Sharing Plan
Data updated 2026-08-25
- $269K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $269,237
- Avg per participant High balance/head
Official DOL plan name: M. Sosa Portillo Retirement Plan · Sponsored by Miguel E. Sosa Portillo · Puerto Rico · Healthcare & Social Assistance
$269K in assets, 1 participants
Miguel E. Sosa Portillo's M. Sosa Portillo Retirement Plan reported $269K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- #1,485 in Healthcare & Social Assistance (16,916 peers)
Miguel E. Sosa Portillo multi-year trail
Miguel E. Sosa Portillo's plans moved +36.2% in assets from 2022 to 2024; this filing shows M. Sosa Portillo Retirement Plan at $269K / 1 participant.
- #1,485
- in Healthcare & Social Assistance (16,916 peers)
- +14.4%
- assets growth YoY
M. Sosa Portillo Retirement Plan among the smaller filed plans by assets
M. Sosa Portillo Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$269,237 13th percentile higher than 13% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
M. Sosa Portillo 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. M. Sosa Portillo Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- M. Sosa Portillo Retirement Plan end-of-year assets rose from $235K in the plan year 2023 filing to $269K in the plan year 2024 filing.
- M. Sosa Portillo Retirement Plan reported net income fell from $38K in the plan year 2023 filing to $34K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 596055351 · Miguel E. Sosa Portillo PY 2024 · Profit Sharing
M. Sosa Portillo Retirement Plan · $269K · 1 · 13th
- EOY $269K
- 5500 1
- ASSETS 13th
- PCT Profit Sharing
- EIN near Lonestar Brownco Inc. Retirement Plan
- RANK ind #1485
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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →
M. Sosa Portillo Retirement Plan in the asset neighbourhood
Miguel E. Sosa Portillo multi-year asset trail
Sponsor-wide plan assets over time
All Miguel E. Sosa Portillo plans reported in each filing year
- Latest sponsor-wide plan assets
- $269K 36.22183095028485% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $198K |
| 2023 | 1 | 1 | $235K |
| 2024 | 1 | 1 | $269K |
Miguel E. Sosa Portillo filing trail (2024)
| Total Assets (Beginning of Year) | $235K |
|---|---|
| Net Assets (End of Year) | $269K |
| Net Income | $34K |
| Employer EIN | 596055351 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758
M. Sosa Portillo Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Lonestar Brownco Inc. Retirement Plan in AZ ($269K); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($269K here).
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.