Profit Sharing · DOL Form 5500 · 2024

Rosa Ileana Cruz Burgos Profit Sharing Plan

Data updated 2026-08-25

$835K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$835,098
Avg per participant High balance/head
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Official DOL plan name: R. Cruz Burgos Retirement Plan · Sponsored by Rosa Ileana Cruz Burgos · Puerto Rico · Healthcare & Social Assistance

$835K in assets, 1 participants

Rosa Ileana Cruz Burgos's R. Cruz Burgos Retirement Plan reported $835K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,931 in Healthcare & Social Assistance (16,916 peers)

Rosa Ileana Cruz Burgos multi-year trail

Rosa Ileana Cruz Burgos's plans moved +426.1% in assets from 2022 to 2024; this filing shows R. Cruz Burgos Retirement Plan at $835K / 1 participant.

#2,931
in Healthcare & Social Assistance (16,916 peers)
+20.2%
assets growth YoY

R. Cruz Burgos Retirement Plan among the smaller filed plans by assets

R. Cruz Burgos Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$835,098 22nd percentile higher than 22% of 123,620 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 2024

R. Cruz Burgos 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. R. Cruz Burgos Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • R. Cruz Burgos Retirement Plan reported net income fell from $536K in the plan year 2023 filing to $140K in the plan year 2024 filing.
  • R. Cruz Burgos Retirement Plan end-of-year assets rose from $695K in the plan year 2023 filing to $835K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 583640972 · Rosa Ileana Cruz Burgos PY 2024 · Profit Sharing

R. Cruz Burgos Retirement Plan · $835K · 1 · 22nd

  • PART $835K
  • TYPE 1
  • NET 22nd
  • BOOK Profit Sharing
  • VS-ST near South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust
  • BOY ind #2931

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 →

R. Cruz Burgos Retirement Plan in the asset neighbourhood

R. Cruz Burgos Retirement PlanR. Cruz Burgos Retirement Pl…$835KNative Sons Wholesale Nursery, Inc. Profit Sharing PlanNative Sons Wholesale Nurser…$836KSouth Jersey Oral and Maxillofacial Surgeons LLC Psp and TrustSouth Jersey Oral and Maxill…$834KThe Rowley Group, Inc. Profit Sharing PlanThe Rowley Group, Inc. Profi…$834KDr Richard Catterlin Do Inc Employees Profit Sharing PlanDr Richard Catterlin Do Inc …$834K
End-of-year total assets ($M) among R. Cruz Burgos Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Rosa Ileana Cruz Burgos multi-year asset trail

Sponsor-wide plan assets over time

All Rosa Ileana Cruz Burgos plans reported in each filing year

Latest sponsor-wide plan assets
$835K 426.08243720824754% vs 2022
2024 filing year
$0M$0.5M$1M 202220232024 $0.16M $0.84M ▲ +425.0%
Year Plans Participants Total Assets
2022 1 1 $159K
2023 1 1 $695K
2024 1 1 $835K

Rosa Ileana Cruz Burgos filing trail (2024)

Total Assets (Beginning of Year)$695K
Net Assets (End of Year)$835K
Net Income$140K
Employer EIN583640972
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

R. Cruz Burgos Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants R. Cruz Burgos Retirement Plan, Total assets ($M): 0.835098 · Participants: 1R. Cruz Burgos Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
R. Cruz Burgos Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare R. Cruz Burgos Retirement Plan side-by-side with 3 peers →

R. Cruz Burgos Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust in NJ ($834K); 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.

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.

Frequently Asked Questions

How did R. Cruz Burgos Retirement Plan assets move in 2024? ▼
R. Cruz Burgos Retirement Plan grew sharply - up 20.2% during 2024, from $695K to $835K. Reported net income was $140K.
How have Rosa Ileana Cruz Burgos plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosa Ileana Cruz Burgos's sponsor-wide assets grew 426.1%, from $159K to $835K.
Where does R. Cruz Burgos Retirement Plan rank by assets among Form 5500 filers? ▼
R. Cruz Burgos Retirement Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to R. Cruz Burgos Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust in NJ ($834K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to R. Cruz Burgos Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 583640972.

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.