Profit Sharing · DOL Form 5500 · 2023

Rsm Puerto Rico Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
94
Participants Small participant base
43rd
Percentile by assets National rank
$48,755
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rsm Puerto Rico 1081. 01 Retirement Plan · Sponsored by Rsm Puerto Rico · Puerto Rico · Professional & Technical Services

$5M in assets, 94 participants

Rsm Puerto Rico's Rsm Puerto Rico 1081. 01 Retirement Plan reported $5M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,187 in Professional & Technical Services (20,321 peers)

Rsm Puerto Rico multi-year trail

Rsm Puerto Rico's plans moved +33.5% in assets from 2022 to 2024; this filing shows Rsm Puerto Rico 1081. 01 Retirement Plan at $5M / 94 participants.

#8,187
in Professional & Technical Services (20,321 peers)
+21.3%
assets growth YoY

Rsm Puerto Rico 1081. 01 Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rsm Puerto Rico 1081. 01 Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,582,937 43rd percentile higher than 43% of 127,068 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 2023

Rsm Puerto Rico 1081. 01 Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rsm Puerto Rico 1081. 01 Retirement Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rsm Puerto Rico 1081. 01 Retirement Plan reported net income rose from $546K in the plan year 2022 filing to $806K in the plan year 2023 filing.
  • Rsm Puerto Rico 1081. 01 Retirement Plan reported participants fell from 163 in the plan year 2022 filing to 94 in the plan year 2023 filing.
  • Rsm Puerto Rico 1081. 01 Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660388756 · Rsm Puerto Rico PY 2023 · Profit Sharing

Rsm Puerto Rico 1081. 01 Retirement Plan · $5M · 94 · 43rd

  • BOOK $5M
  • BOOK 94
  • BOOK 43rd
  • BOOK Profit Sharing
  • BOOK near Cco, Inc. Employees' Profit Sharing Plan and Trust
  • BOOK ind #8187

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 →

Rsm Puerto Rico 1081. 01 Retirement Plan in the asset neighbourhood

Rex Land Company Profit Sharing PlanRex Land Company Profit Shar…$5MCharles Bruce, Dds Ltd Employees Profit Sharing Plan and TrustCharles Bruce, Dds Ltd Emplo…$5MRsm Puerto Rico 1081. 01 Retirement PlanRsm Puerto Rico 1081. 01 Ret…$5MCco, Inc. Employees' Profit Sharing Plan and TrustCco, Inc. Employees' Profit …$5MZeitlin & Zeitlin, P.C. Profit Sharing Plan & Trust AgreementZeitlin & Zeitlin, P.C. Prof…$5M
End-of-year total assets ($M) among Rsm Puerto Rico 1081. 01 Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Rsm Puerto Rico multi-year asset trail

Sponsor-wide plan assets over time

All Rsm Puerto Rico plans reported in each filing year

Latest sponsor-wide plan assets
$10M 33.4980542949042% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.86M $10.5M ▲ +33.5%
Year Plans Participants Total Assets
2022 2 173 $8M
2023 2 104 $9M
2024 2 129 $10M

Rsm Puerto Rico filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$806K
Employer EIN660388756
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Rsm Puerto Rico 1081. 01 Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Rsm Puerto Rico 1081. 01 Retirement Plan, Total assets ($M): 4.582937 · Participants: 94Rsm Puerto Rico 1081. 01 Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Rsm Puerto Rico 1081. 01 Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Rsm Puerto Rico 1081. 01 Retirement Plan side-by-side with 3 peers →

Rsm Puerto Rico 1081. 01 Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Cco, Inc. Employees' Profit Sharing Plan and Trust in IA ($5M); by covered participants it is Ecm Holding Group, LLC Profit-Sharing Plan in WI (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rsm Puerto Rico 1081. 01 Retirement Plan assets move in 2023? ▼
Rsm Puerto Rico 1081. 01 Retirement Plan grew sharply - up 21.3% during 2023, from $4M to $5M. Reported net income was $806K.
How have Rsm Puerto Rico plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rsm Puerto Rico's sponsor-wide assets grew 33.5%, from $8M to $10M.
Which Profit Sharing plans are similar in size to Rsm Puerto Rico 1081. 01 Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Cco, Inc. Employees' Profit Sharing Plan and Trust in IA ($5M, 59 participants).
Which Profit Sharing plans cover a similar participant headcount to Rsm Puerto Rico 1081. 01 Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ecm Holding Group, LLC Profit-Sharing Plan in WI (94 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660388756.

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.