Profit Sharing · DOL Form 5500 · 2024

Miguel a. Rubio Rolon Profit Sharing Plan

Data updated 2026-08-25

$416K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$416,004
Avg per participant High balance/head
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Official DOL plan name: Miguel's Retirement Plan · Sponsored by Miguel a. Rubio Rolon · Puerto Rico · Professional & Technical Services

$416K in assets, 1 participants

Miguel a. Rubio Rolon's Miguel's Retirement Plan reported $416K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,503 in Professional & Technical Services (20,173 peers)

2024 asset change

Miguel's Retirement Plan grew at a solid clip 9.0% in 2024 ($382K → $416K) for 1 participant.

#2,503
in Professional & Technical Services (20,173 peers)
+9.0%
assets growth YoY

Miguel's Retirement Plan among the smaller filed plans by assets

Miguel's Retirement Plan vs every filed plan by assets

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

$416,004 16th percentile higher than 16% 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

Miguel's 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. Miguel's Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 902637076 · Miguel a. Rubio Rolon PY 2024 · Profit Sharing

Miguel's Retirement Plan · $416K · 1 · 16th

  • PHOTO $416K
  • IND 1
  • EOY 16th
  • 5500 Profit Sharing
  • ASSETS near Frederica Pharmacy Inc. Retirement Plan
  • PCT ind #2503

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 →

Miguel's Retirement Plan in the asset neighbourhood

Miguel's Retirement Plan$416KFrederica Pharmacy Inc. Retirement PlanFrederica Pharmacy Inc. Reti…$416KGrowing Young 4ever Inc. Retirement PlanGrowing Young 4ever Inc. Ret…$416KPine Bluff Auditorium Complex Commission Profit Sharing PlanPine Bluff Auditorium Comple…$416KBbo, Inc. Retirement Plan$416K
End-of-year total assets ($M) among Miguel's Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$382K
Net Assets (End of Year)$416K
Net Income$34K
Employer EIN902637076
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Miguel's Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Miguel's Retirement Plan, Total assets ($M): 0.416004 · Participants: 1Miguel's 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
Miguel's Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Miguel's Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Frederica Pharmacy Inc. Retirement Plan in GA ($416K); 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 Miguel's Retirement Plan assets move in 2024?
Miguel's Retirement Plan grew at a solid clip - up 9.0% during 2024, from $382K to $416K. Reported net income was $34K.
Where does Miguel's Retirement Plan rank by assets among Form 5500 filers?
Miguel's Retirement Plan ranks in the 16th 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 Miguel's Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Frederica Pharmacy Inc. Retirement Plan in GA ($416K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Miguel's 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).