Profit Sharing · DOL Form 5500 · 2024

Frank Javier Serra Cardona Profit Sharing Plan

Data updated 2026-08-25

$726K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$725,851
Avg per participant High balance/head
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Official DOL plan name: Fj Serra Cardona Retirement Plan · Sponsored by Frank Javier Serra Cardona · Puerto Rico · Other Services

$726K in assets, 1 participants

Frank Javier Serra Cardona's Fj Serra Cardona Retirement Plan reported $726K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,315 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Fj Serra Cardona Retirement Plan ranks #3,315 of 7,719 2024 filers by assets (2765% of the sector average)-$726K for 1 participant.

#3,315
in Other Services (7,719 peers)
+11.2%
assets growth YoY

Fj Serra Cardona Retirement Plan among the smaller filed plans by assets

Fj Serra Cardona Retirement Plan vs every filed plan by assets

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

$725,851 21st percentile higher than 21% 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

Fj Serra Cardona 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. Fj Serra Cardona Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fj Serra Cardona Retirement Plan reported net income fell from $84K in the plan year 2023 filing to $73K in the plan year 2024 filing.
  • Fj Serra Cardona Retirement Plan end-of-year assets rose from $653K in the plan year 2023 filing to $726K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 666050630 · Frank Javier Serra Cardona PY 2024 · Profit Sharing

Fj Serra Cardona Retirement Plan · $726K · 1 · 21st

  • BOY $726K
  • SCH 1
  • EBSA 21st
  • PART Profit Sharing
  • TYPE near Duross Painting Company Profit Sharing Trust
  • NET ind #3315

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 Other Services retirement plans → · Plans in Puerto Rico →

Fj Serra Cardona Retirement Plan in the asset neighbourhood

Fj Serra Cardona Retirement PlanFj Serra Cardona Retirement …$726KDuross Painting Company Profit Sharing TrustDuross Painting Company Prof…$726KMain Lock, Inc, Profit Sharing PlanMain Lock, Inc, Profit Shari…$726KGebhardt Education Group at Prestmont Inc. Retirement PlanGebhardt Education Group at …$727KGranite Ventures, Inc. Profit Sharing PlanGranite Ventures, Inc. Profi…$725K
End-of-year total assets ($M) among Fj Serra Cardona Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$653K
Net Assets (End of Year)$726K
Net Income$73K
Employer EIN666050630
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Frank Javier Serra Cardona)

Sponsor-wide plan assets over time

All Frank Javier Serra Cardona plans reported in each filing year

Latest sponsor-wide plan assets
$726K 27.682768083309877% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.57M $0.73M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 1 $568K
2023 1 1 $653K
2024 1 1 $726K

Nearby Profit Sharing Plans in Puerto Rico

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

Fj Serra Cardona Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Fj Serra Cardona Retirement Plan, Total assets ($M): 0.725851 · Participants: 1Fj Serra Cardona 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
Fj Serra Cardona Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Fj Serra Cardona Retirement Plan side-by-side with 3 peers →

Fj Serra Cardona Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Duross Painting Company Profit Sharing Trust in MI ($726K); 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 Fj Serra Cardona Retirement Plan assets move in 2024? ▼
Fj Serra Cardona Retirement Plan grew at a solid clip - up 11.2% during 2024, from $653K to $726K. Reported net income was $73K.
How have Frank Javier Serra Cardona plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Frank Javier Serra Cardona's sponsor-wide assets grew 27.7%, from $568K to $726K.
Where does Fj Serra Cardona Retirement Plan rank by assets among Form 5500 filers? ▼
Fj Serra Cardona Retirement Plan ranks in the 21st 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 Fj Serra Cardona Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Duross Painting Company Profit Sharing Trust in MI ($726K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Fj Serra Cardona 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 666050630.

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.