Profit Sharing · DOL Form 5500 · 2024

Sara Lopez Martin Profit Sharing Plan

Data updated 2026-08-25

$837K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$836,974
Avg per participant High balance/head
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Official DOL plan name: S. Lopez Martin Retirement Plan · Sponsored by Sara Lopez Martin · Puerto Rico · Healthcare & Social Assistance

$837K in assets, 1 participants

Sara Lopez Martin's S. Lopez Martin Retirement Plan reported $837K in total assets and 1 participant 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.

  • #2,933 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

S. Lopez Martin Retirement Plan holds $837K for 1 participant - about $836,974 per participant, among the smaller plans by assets on file.

#2,933
in Healthcare & Social Assistance (16,916 peers)
+1.3%
assets growth YoY

S. Lopez Martin Retirement Plan among the smaller filed plans by assets

S. Lopez Martin Retirement Plan vs every filed plan by assets

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

$836,974 22nd percentile higher than 22% 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

S. Lopez Martin 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. S. Lopez Martin Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S. Lopez Martin Retirement Plan reported net income fell from $27K in the plan year 2023 filing to $11K in the plan year 2024 filing.
  • S. Lopez Martin Retirement Plan end-of-year assets rose from $826K in the plan year 2023 filing to $837K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660454038 · Sara Lopez Martin PY 2024 · Profit Sharing

S. Lopez Martin Retirement Plan · $837K · 1 · 22nd

  • EIN $837K
  • RANK 1
  • PHOTO 22nd
  • IND Profit Sharing
  • EOY near Hughes Automotive Center Inc. Retirement Plan
  • 5500 ind #2933

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 →

S. Lopez Martin Retirement Plan in the asset neighbourhood

S. Lopez Martin Retirement PlanS. Lopez Martin Retirement P…$837KHughes Automotive Center Inc. Retirement PlanHughes Automotive Center Inc…$837KBloxcart Hospitality Group Retirement PlanBloxcart Hospitality Group R…$837KKalo Business Solutions Inc. Retirement PlanKalo Business Solutions Inc.…$837KOc Metcalf Metals, Inc. Retirement PlanOc Metcalf Metals, Inc. Reti…$837K
End-of-year total assets ($M) among S. Lopez Martin Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$826K
Net Assets (End of Year)$837K
Net Income$11K
Employer EIN660454038
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sara Lopez Martin)

Sponsor-wide plan assets over time

All Sara Lopez Martin plans reported in each filing year

Latest sponsor-wide plan assets
$837K 1.3279580632078498% vs 2023
2024 filing year
$0.83M$0.83M$0.84M$0.84M$0.85M 20232024 $0.83M $0.84M ▲ +1.2%
Year Plans Participants Total Assets
2023 1 1 $826K
2024 1 1 $837K

Nearby Profit Sharing Plans in Puerto Rico

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

S. Lopez Martin Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants S. Lopez Martin Retirement Plan, Total assets ($M): 0.836974 · Participants: 1S. Lopez Martin 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
S. Lopez Martin Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare S. Lopez Martin Retirement Plan side-by-side with 3 peers →

S. Lopez Martin Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Hughes Automotive Center Inc. Retirement Plan in NC ($837K); 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 S. Lopez Martin Retirement Plan assets move in 2024? ▼
S. Lopez Martin Retirement Plan edged up modestly - up 1.3% during 2024, from $826K to $837K. Reported net income was $11K.
How have Sara Lopez Martin plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Sara Lopez Martin's sponsor-wide assets grew 1.3%, from $826K to $837K.
Where does S. Lopez Martin Retirement Plan rank by assets among Form 5500 filers? ▼
S. Lopez Martin Retirement Plan ranks in the 22nd 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 S. Lopez Martin Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hughes Automotive Center Inc. Retirement Plan in NC ($837K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to S. Lopez Martin 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).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660454038.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.