Profit Sharing · DOL Form 5500 · 2023
Mendez & Co., Inc. Profit Sharing Plan
Data updated 2026-08-11
- $21M
- Total assets
- 496
- Participants
- 74th
- Percentile by assets
- $43,264
- Avg per participant
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.
- 74th percentile by assets (of 127,072 plans)
- #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.
- $21M
- total plan assets (2023 EOY)
- 496
- covered participants
- 74th
- percentile by assets (of 127,072 plans)
- $43,264
- avg assets per participant
Where Mendez & Co., Inc. Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs Puerto Rico filers
In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. Mendez & Co., Inc. Retirement Plan reports 496 participants - 5.6x that state average ($21M EOY assets).
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 660177198 |
| Plan Effective Date | 2013-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mendez & Co., Inc.)
| 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
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Mendez & Co., Inc. Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Mendez & Co., Inc. Retirement Plan assets move in 2023? ▼
How have Mendez & Co., Inc. plan assets changed over time? ▼
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Next read for Mendez & Co., Inc. Retirement Plan
Filing takeaways
Ways to act on Mendez & Co., Inc. Retirement Plan's numbers.
- By total assets, Mendez & Co., Inc. Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Puerto Rico. Compare plans
- Mendez & Co., Inc.'s sponsor-wide assets have declined 19.2% since 2022 across 3 plan years on file. More Wholesale Trade plans