Profit Sharing · DOL Form 5500 · 2024

Adalee Silva Morales Profit Sharing Plan

Data updated 2026-08-25

$73K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$73,242
Avg per participant Below avg balance/head
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Official DOL plan name: Adalee Silva Morales Retirement Plan · Sponsored by Adalee Silva Morales · Puerto Rico · Healthcare & Social Assistance

$73K in assets, 1 participants

Adalee Silva Morales's Adalee Silva Morales Retirement Plan reported $73K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

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

Adalee Silva Morales multi-year trail

Adalee Silva Morales's plans moved +46.9% in assets from 2022 to 2024; this filing shows Adalee Silva Morales Retirement Plan at $73K / 1 participant.

#578
in Healthcare & Social Assistance (16,916 peers)
+26.7%
assets growth YoY

Adalee Silva Morales Retirement Plan among the smaller filed plans by assets

Adalee Silva Morales Retirement Plan vs every filed plan by assets

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

$73,242 5th percentile higher than 5% 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

Adalee Silva Morales 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. Adalee Silva Morales Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Adalee Silva Morales Retirement Plan reported net income rose from $8K in the plan year 2023 filing to $15K in the plan year 2024 filing.
  • Adalee Silva Morales Retirement Plan end-of-year assets rose from $58K in the plan year 2023 filing to $73K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 581612253 · Adalee Silva Morales PY 2024 · Profit Sharing

Adalee Silva Morales Retirement Plan · $73K · 1 · 5th

  • PART $73K
  • TYPE 1
  • NET 5th
  • BOOK Profit Sharing
  • VS-ST near R Harvey Services Corp. Profit Sharing Plan
  • BOY ind #578

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 →

Adalee Silva Morales Retirement Plan in the asset neighbourhood

Adalee Silva Morales Retirement PlanAdalee Silva Morales Retirem…$73KR Harvey Services Corp. Profit Sharing PlanR Harvey Services Corp. Prof…$73KTucson Inspection Service Inc. Retirement PlanTucson Inspection Service In…$73KNortheast Realty Services, Inc. Retirement PlanNortheast Realty Services, I…$73KVitalityzone Incorporated Profit Sharing PlanVitalityzone Incorporated Pr…$73K
End-of-year total assets ($M) among Adalee Silva Morales Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Adalee Silva Morales multi-year asset trail

Sponsor-wide plan assets over time

All Adalee Silva Morales plans reported in each filing year

Latest sponsor-wide plan assets
$73K 46.87763205390446% vs 2022
2024 filing year
$0.04M$0.05M$0.06M$0.07M$0.08M 202220232024 $0.05M $0.07M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 1 $50K
2023 1 1 $58K
2024 1 1 $73K

Adalee Silva Morales filing trail (2024)

Total Assets (Beginning of Year)$58K
Net Assets (End of Year)$73K
Net Income$15K
Employer EIN581612253
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Adalee Silva Morales Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Adalee Silva Morales Retirement Plan, Total assets ($M): 0.073242 · Participants: 1Adalee Silva Morales 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
Adalee Silva Morales Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Adalee Silva Morales Retirement Plan side-by-side with 3 peers →

Adalee Silva Morales Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is R Harvey Services Corp. Profit Sharing Plan in WI ($73K); 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 Adalee Silva Morales Retirement Plan assets move in 2024? ▼
Adalee Silva Morales Retirement Plan grew sharply - up 26.7% during 2024, from $58K to $73K. Reported net income was $15K.
How have Adalee Silva Morales plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adalee Silva Morales's sponsor-wide assets grew 46.9%, from $50K to $73K.
Where does Adalee Silva Morales Retirement Plan rank by assets among Form 5500 filers? ▼
Adalee Silva Morales Retirement Plan ranks in the 5th 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 Adalee Silva Morales Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is R Harvey Services Corp. Profit Sharing Plan in WI ($73K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Adalee Silva Morales 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 581612253.

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.