Profit Sharing · DOL Form 5500 · 2024
Mary Rose Perez Hernandez Profit Sharing Plan
Data updated 2026-08-25
- $239K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $238,543
- Avg per participant Above avg balance/head
Official DOL plan name: Mary Rose Perez Hernandez Retirement Plan · Sponsored by Mary Rose Perez Hernandez · Puerto Rico · Healthcare & Social Assistance
$239K in assets, 1 participants
Mary Rose Perez Hernandez's Mary Rose Perez Hernandez Retirement Plan reported $239K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 12th 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.
- #1,377 in Healthcare & Social Assistance (16,916 peers)
Mary Rose Perez Hernandez multi-year trail
Mary Rose Perez Hernandez's plans moved +41.6% in assets from 2022 to 2024; this filing shows Mary Rose Perez Hernandez Retirement Plan at $239K / 1 participant.
- #1,377
- in Healthcare & Social Assistance (16,916 peers)
- +21.4%
- assets growth YoY
Mary Rose Perez Hernandez Retirement Plan among the smaller filed plans by assets
Mary Rose Perez Hernandez Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$238,543 12th percentile higher than 12% 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
Mary Rose Perez Hernandez 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. Mary Rose Perez Hernandez Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mary Rose Perez Hernandez Retirement Plan reported net income rose from $28K in the plan year 2023 filing to $42K in the plan year 2024 filing.
- Mary Rose Perez Hernandez Retirement Plan end-of-year assets rose from $197K in the plan year 2023 filing to $239K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 597240859 · Mary Rose Perez Hernandez PY 2024 · Profit Sharing
Mary Rose Perez Hernandez Retirement Plan · $239K · 1 · 12th
- RANK $239K
- RANK 1
- RANK 12th
- RANK Profit Sharing
- RANK near Mystic Development Corporation Profit Sharing Plan & Trust
- RANK ind #1377
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 →
Mary Rose Perez Hernandez Retirement Plan in the asset neighbourhood
Mary Rose Perez Hernandez multi-year asset trail
Sponsor-wide plan assets over time
All Mary Rose Perez Hernandez plans reported in each filing year
- Latest sponsor-wide plan assets
- $239K 41.574427424284686% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $168K |
| 2023 | 1 | 1 | $197K |
| 2024 | 1 | 1 | $239K |
Mary Rose Perez Hernandez filing trail (2024)
| Total Assets (Beginning of Year) | $197K |
|---|---|
| Net Assets (End of Year) | $239K |
| Net Income | $42K |
| Employer EIN | 597240859 |
| Plan Effective Date | 2001-01-01 |
| 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
Mary Rose Perez Hernandez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Mystic Development Corporation Profit Sharing Plan & Trust in TX ($239K); 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 ($239K 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.