Profit Sharing · DOL Form 5500 · 2024
Ana Bartolomei Aguilera 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
- $336,312
- Avg per participant High balance/head
Official DOL plan name: Ana Bartolomei Aguilera Retirement Plan · Sponsored by Ana Bartolomei Aguilera · Puerto Rico · Healthcare & Social Assistance
$336K in assets, 1 participants
Ana Bartolomei Aguilera's Ana Bartolomei Aguilera 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.
- #1,721 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Ana Bartolomei Aguilera Retirement Plan holds $336K for 1 participant - about $336,312 per participant, among the smaller plans by assets on file.
- #1,721
- in Healthcare & Social Assistance (16,916 peers)
- +3.4%
- assets growth YoY
Ana Bartolomei Aguilera Retirement Plan among the smaller filed plans by assets
Ana Bartolomei Aguilera Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$336,312 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
Ana Bartolomei Aguilera 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. Ana Bartolomei Aguilera Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ana Bartolomei Aguilera Retirement Plan reported net income fell from $14K in the plan year 2023 filing to $11K in the plan year 2024 filing.
- Ana Bartolomei Aguilera Retirement Plan end-of-year assets rose from $325K in the plan year 2023 filing to $336K in the plan year 2024 filing.
DOL schedule card
Filing strip 581258877 · Ana Bartolomei Aguilera PY 2024 · Profit Sharing
Ana Bartolomei Aguilera Retirement Plan · $336K · 1 · 14th
- PHOTO $336K
- PHOTO 1
- PHOTO 14th
- PHOTO Profit Sharing
- PHOTO near G and J Koz, Inc. Retirement Plan
- PHOTO ind #1721
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 →
Ana Bartolomei Aguilera Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $325K |
|---|---|
| Net Assets (End of Year) | $336K |
| Net Income | $11K |
| Employer EIN | 581258877 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ana Bartolomei Aguilera)
Sponsor-wide plan assets over time
All Ana Bartolomei Aguilera plans reported in each filing year
- Latest sponsor-wide plan assets
- $336K 8.254122554873515% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $311K |
| 2023 | 1 | 1 | $325K |
| 2024 | 1 | 1 | $336K |
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
Ana Bartolomei Aguilera Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is G and J Koz, Inc. Retirement Plan in PA ($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).
- G and J Koz, Inc. Retirement Plan (PA) $336K · 2
- Seed2leaf, Inc. Profit Sharing Plan (NC) $336K · 1
- Anelki Ventures, Inc. Profit Sharing Plan (SC) $336K · 1
- Scooch Enterprises, Inc. Retirement Plan (NJ) $336K · 2
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.