Profit Sharing · DOL Form 5500 · 2023

Mendez & Co., Inc. Profit Sharing Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
496
Participants Below avg headcount
74th
Percentile by assets National rank
$43,264
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mendez & Co., Inc. Retirement Plan · Sponsored by Mendez & Co., Inc. · Puerto Rico · Wholesale Trade

$21M in assets, 496 participants

Mendez & Co., Inc.'s Mendez & Co., Inc. Retirement Plan reported $21M in total assets and 496 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,489 in Wholesale Trade (6,309 peers)

Coverage in Puerto Rico

Mendez & Co., Inc. Retirement Plan covers 496 participants in Puerto Rico, 5.6x the typical Puerto Rico plan (state average ~89 per filing). Assets: $21M.

#4,489
in Wholesale Trade (6,309 peers)
+13.7%
assets growth YoY

Mendez & Co., Inc. Retirement Plan's outsized position by total assets

Mendez & Co., Inc. Retirement Plan vs every filed plan by assets

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

$21,458,966 Top 26% higher than 74% 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

Mendez & Co., Inc. Retirement 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. Mendez & Co., Inc. Retirement Plan sits mid-pack in the medium band (496 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mendez & Co., Inc. Retirement Plan reported net income rose from $836K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mendez & Co., Inc. Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Mendez & Co., Inc. Retirement Plan reported participants rose from 478 in the plan year 2022 filing to 496 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660177198 · Mendez & Co., Inc. PY 2023 · Profit Sharing

Mendez & Co., Inc. Retirement Plan · $21M · 496 · 74th

  • PHOTO $21M
  • PHOTO 496
  • PHOTO 74th
  • PHOTO Profit Sharing
  • PHOTO near Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan
  • PHOTO ind #4489

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 Wholesale Trade retirement plans → · Plans in Puerto Rico →

Mendez & Co., Inc. Retirement Plan in the asset neighbourhood

Construction Workers Local 147 Annuity FundConstruction Workers Local 1…$21MMendez & Co., Inc. Retirement PlanMendez & Co., Inc. Retiremen…$21MLaughlin, Falbo, Levy & Moresi, LLP Profit Sharing PlanLaughlin, Falbo, Levy & More…$21MMilwaukee Center for Independence, Inc. and Affiliates 403(b) PlanMilwaukee Center for Indepen…$21MThomas College DC Retirement PlanThomas College DC Retirement…$21M
End-of-year total assets ($M) among Mendez & Co., Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN660177198
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mendez & Co., Inc.)

Sponsor-wide plan assets over time

All Mendez & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 19.24832274165505% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $30.9M $25M ▼ -19.2%
Year Plans Participants Total Assets
2022 2 488 $31M
2023 2 505 $24M
2024 2 515 $25M

Nearby Profit Sharing Plans in Puerto Rico

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

Mendez & Co., Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants Mendez & Co., Inc. Retirement Plan, Total assets ($M): 21.458966 · Participants: 496Mendez & Co., Inc. 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
Mendez & Co., Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Mendez & Co., Inc. Retirement Plan side-by-side with 3 peers →

Mendez & Co., Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan in CA ($21M); by covered participants it is Pension Plan for Direct Labor Employees in NY (495 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (496 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 Mendez & Co., Inc. Retirement Plan assets move in 2023? ▼
Mendez & Co., Inc. Retirement Plan grew at a solid clip - up 13.7% during 2023, from $19M to $21M. Reported net income was $3M.
How have Mendez & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mendez & Co., Inc.'s sponsor-wide assets declined 19.2%, from $31M to $25M.
Which Profit Sharing plans are similar in size to Mendez & Co., Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan in CA ($21M, 109 participants).
Which Profit Sharing plans cover a similar participant headcount to Mendez & Co., Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Pension Plan for Direct Labor Employees in NY (495 participants, $45M 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 660177198.

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.