Profit Sharing · DOL Form 5500 · 2024
Elsie M. Diaz Schroeder Profit Sharing Plan
Data updated 2026-08-25
- $336K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $335,588
- Avg per participant High balance/head
Official DOL plan name: E. Diaz Schroeder Retirement Plan · Sponsored by Elsie M. Diaz Schroeder · Puerto Rico · Healthcare & Social Assistance
$336K in assets, 1 participants
Elsie M. Diaz Schroeder's E. Diaz Schroeder Retirement Plan reported $336K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 14th 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.
- #1,717 in Healthcare & Social Assistance (16,916 peers)
Elsie M. Diaz Schroeder multi-year trail
Elsie M. Diaz Schroeder's plans moved +28.0% in assets from 2022 to 2024; this filing shows E. Diaz Schroeder Retirement Plan at $336K / 1 participant.
- #1,717
- in Healthcare & Social Assistance (16,916 peers)
- +10.6%
- assets growth YoY
E. Diaz Schroeder Retirement Plan among the smaller filed plans by assets
E. Diaz Schroeder Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$335,588 14th percentile higher than 14% 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
E. Diaz Schroeder 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. E. Diaz Schroeder Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- E. Diaz Schroeder Retirement Plan reported net income fell from $41K in the plan year 2023 filing to $32K in the plan year 2024 filing.
- E. Diaz Schroeder Retirement Plan end-of-year assets rose from $303K in the plan year 2023 filing to $336K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 666047678 · Elsie M. Diaz Schroeder PY 2024 · Profit Sharing
E. Diaz Schroeder Retirement Plan · $336K · 1 · 14th
- NET $336K
- BOOK 1
- VS-ST 14th
- BOY Profit Sharing
- SCH near Zelos, Inc. Retirement Plan
- EBSA ind #1717
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 →
E. Diaz Schroeder Retirement Plan in the asset neighbourhood
Elsie M. Diaz Schroeder multi-year asset trail
Sponsor-wide plan assets over time
All Elsie M. Diaz Schroeder plans reported in each filing year
- Latest sponsor-wide plan assets
- $336K 27.970774639830992% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $262K |
| 2023 | 1 | 1 | $303K |
| 2024 | 1 | 1 | $336K |
Elsie M. Diaz Schroeder filing trail (2024)
| Total Assets (Beginning of Year) | $303K |
|---|---|
| Net Assets (End of Year) | $336K |
| Net Income | $32K |
| Employer EIN | 666047678 |
| Plan Effective Date | 2020-01-01 |
| 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
E. Diaz Schroeder Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Zelos, Inc. Retirement Plan in TX ($336K); 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 ($336K here).
- Zelos, Inc. Retirement Plan (TX) $336K · 7
- Amh Striping Inc. Retirement Plan (NY) $336K · 1
- Jbonash Corporation Profit Sharing Plan (MI) $335K · 2
- Siabb Inc. Retirement Plan (OK) $336K · 4
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.