Profit Sharing · DOL Form 5500 · 2024
Edna L Perez Nanez Profit Sharing Plan
Data updated 2026-08-25
- $825K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $412,638
- Avg per participant High balance/head
Official DOL plan name: Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) · Sponsored by Edna L Perez Nanez · Puerto Rico · Professional & Technical Services
$825K in assets, 2 participants
Edna L Perez Nanez's Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) reported $825K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,359 in Professional & Technical Services (20,173 peers)
Edna L Perez Nanez multi-year trail
Edna L Perez Nanez's plans moved +67.9% in assets from 2022 to 2024; this filing shows Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) at $825K / 2 participants.
- #3,359
- in Professional & Technical Services (20,173 peers)
- +29.8%
- assets growth YoY
Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) among the smaller filed plans by assets
Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$825,275 22nd percentile higher than 22% 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
Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez 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. Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) reported net income rose from $144K in the plan year 2023 filing to $189K in the plan year 2024 filing.
- Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) end-of-year assets rose from $636K in the plan year 2023 filing to $825K in the plan year 2024 filing.
DOL schedule card
Filing strip 660723809 · Edna L Perez Nanez PY 2024 · Profit Sharing
Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) · $825K · 2 · 22nd
- TYPE $825K
- TYPE 2
- TYPE 22nd
- TYPE Profit Sharing
- TYPE near Cantor & Cantor Cpa's Profit Sharing Plan
- TYPE ind #3359
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 →
Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan) in the asset neighbourhood
Edna L Perez Nanez multi-year asset trail
Sponsor-wide plan assets over time
All Edna L Perez Nanez plans reported in each filing year
- Latest sponsor-wide plan assets
- $825K 67.86403679167184% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $492K |
| 2023 | 1 | 2 | $636K |
| 2024 | 1 | 2 | $825K |
Edna L Perez Nanez filing trail (2024)
| Total Assets (Beginning of Year) | $636K |
|---|---|
| Net Assets (End of Year) | $825K |
| Net Income | $189K |
| Employer EIN | 660723809 |
| Plan Effective Date | 2008-12-30 |
| 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
Perez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan)'s out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Cantor & Cantor Cpa's Profit Sharing Plan in MI ($825K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($825K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.