Profit Sharing · DOL Form 5500 · 2023

Baldwin School Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
139
Participants Small participant base
62nd
Percentile by assets National rank
$82,928
Avg per participant Below avg balance/head
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Official DOL plan name: The Baldwin School of P.R. Profit Sharing Plan · Sponsored by Baldwin School · Puerto Rico · Educational Services

$12M in assets, 139 participants

Baldwin School's The Baldwin School of P.R. Profit Sharing Plan reported $12M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,669 in Educational Services (3,735 peers)

Baldwin School multi-year trail

Baldwin School's plans moved +30.3% in assets from 2022 to 2024; this filing shows The Baldwin School of P.R. Profit Sharing Plan at $12M / 139 participants.

#1,669
in Educational Services (3,735 peers)
+14.3%
assets growth YoY

The Baldwin School of P.R. Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers

The Baldwin School of P.R. Profit Sharing Plan vs every filed plan by assets

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

$11,526,964 Top 38% higher than 62% 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

The Baldwin School of P.R. Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Baldwin School of P.R. Profit Sharing Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Baldwin School of P.R. Profit Sharing Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Baldwin School of P.R. Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The Baldwin School of P.R. Profit Sharing Plan reported participants rose from 135 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660272821 · Baldwin School PY 2023 · Profit Sharing

The Baldwin School of P.R. Profit Sharing Plan · $12M · 139 · 62nd

  • EOY $12M
  • 5500 139
  • ASSETS 62nd
  • PCT Profit Sharing
  • EIN near Westminster Services, Inc. Retirement Plan
  • RANK ind #1669

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 Educational Services retirement plans → · Plans in Puerto Rico →

The Baldwin School of P.R. Profit Sharing Plan in the asset neighbourhood

Hospice of Spokane 403(b) PlanHospice of Spokane 403(b) Pl…$12MThe Baldwin School of P.R. Profit Sharing PlanThe Baldwin School of P.R. P…$12MWestminster Services, Inc. Retirement PlanWestminster Services, Inc. R…$12MWestmass Eldercare, Inc. Tax Shelter Retirement PlanWestmass Eldercare, Inc. Tax…$12MKaskaskia Workshop, Inc. Profit Sharing PlanKaskaskia Workshop, Inc. Pro…$12M
End-of-year total assets ($M) among The Baldwin School of P.R. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Baldwin School multi-year asset trail

Sponsor-wide plan assets over time

All Baldwin School plans reported in each filing year

Latest sponsor-wide plan assets
$13M 30.332369787442147% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.1M $13.1M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 135 $10M
2023 1 139 $12M
2024 1 146 $13M

Baldwin School filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN660272821
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

The Baldwin School of P.R. Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants The Baldwin School of P.R. Profit Sharing Plan, Total assets ($M): 11.526964 · Participants: 139The Baldwin School of P.R. Profit Sharing 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
The Baldwin School of P.R. Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare The Baldwin School of P.R. Profit Sharing Plan side-by-side with 3 peers →

The Baldwin School of P.R. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Westminster Services, Inc. Retirement Plan in FL ($12M); by covered participants it is Cocoa Beach Motel, Inc. Employee Savings Plan in FL (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 The Baldwin School of P.R. Profit Sharing Plan assets move in 2023? ▼
The Baldwin School of P.R. Profit Sharing Plan grew at a solid clip - up 14.3% during 2023, from $10M to $12M. Reported net income was $1M.
How have Baldwin School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baldwin School's sponsor-wide assets grew 30.3%, from $10M to $13M.
Which Profit Sharing plans are similar in size to The Baldwin School of P.R. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Westminster Services, Inc. Retirement Plan in FL ($12M, 1,543 participants).
Which Profit Sharing plans cover a similar participant headcount to The Baldwin School of P.R. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cocoa Beach Motel, Inc. Employee Savings Plan in FL (139 participants, $2M 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 660272821.

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.