Profit Sharing · DOL Form 5500 · 2024

Carmen M. Gracia Rosado Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cm Gracia-Rosado Retirement Plan · Sponsored by Carmen M. Gracia Rosado · Puerto Rico · Other Services

$1M in assets, 1 participants

Carmen M. Gracia Rosado's Cm Gracia-Rosado Retirement Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,849 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Cm Gracia-Rosado Retirement Plan ranks #3,849 of 7,719 2024 filers by assets (1533% of the sector average)-$1M for 1 participant.

#3,849
in Other Services (7,719 peers)
+15.6%
assets growth YoY

Cm Gracia-Rosado Retirement Plan among the smaller filed plans by assets

Cm Gracia-Rosado Retirement Plan vs every filed plan by assets

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

$1,309,565 25th percentile higher than 25% 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

Cm Gracia-Rosado 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. Cm Gracia-Rosado Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cm Gracia-Rosado Retirement Plan reported net income fell from $905K in the plan year 2023 filing to $177K in the plan year 2024 filing.
  • Cm Gracia-Rosado Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 666051566 · Carmen M. Gracia Rosado PY 2024 · Profit Sharing

Cm Gracia-Rosado Retirement Plan · $1M · 1 · 25th

  • SCH $1M
  • EBSA 1
  • PART 25th
  • TYPE Profit Sharing
  • NET near Smc Ventures Inc. Retirement Plan
  • BOOK ind #3849

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 →

Cm Gracia-Rosado Retirement Plan in the asset neighbourhood

Cm Gracia-Rosado Retirement PlanCm Gracia-Rosado Retirement …$1MSmc Ventures Inc. Retirement PlanSmc Ventures Inc. Retirement…$1MKt Bommar Ventures, Inc. Retirement PlanKt Bommar Ventures, Inc. Ret…$1ML&m Development Partners, Inc. Employee Stock Ownership PlanL&m Development Partners, In…$1MTransportation Risk Management, Co. Retirement PlanTransportation Risk Manageme…$1M
End-of-year total assets ($M) among Cm Gracia-Rosado Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$177K
Employer EIN666051566
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carmen M. Gracia Rosado)

Sponsor-wide plan assets over time

All Carmen M. Gracia Rosado plans reported in each filing year

Latest sponsor-wide plan assets
$1M 15.596805643704103% vs 2023
2024 filing year
$1.1M$1.2M$1.3M$1.4M 20232024 $1.13M $1.31M ▲ +15.9%
Year Plans Participants Total Assets
2023 1 1 $1M
2024 1 1 $1M

Nearby Profit Sharing Plans in Puerto Rico

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

Cm Gracia-Rosado Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Cm Gracia-Rosado Retirement Plan, Total assets ($M): 1.309565 · Participants: 1Cm Gracia-Rosado 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
Cm Gracia-Rosado Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Cm Gracia-Rosado Retirement Plan side-by-side with 3 peers →

Cm Gracia-Rosado Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Smc Ventures Inc. Retirement Plan in MN ($1M); 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 Cm Gracia-Rosado Retirement Plan assets move in 2024? ▼
Cm Gracia-Rosado Retirement Plan grew sharply - up 15.6% during 2024, from $1M to $1M. Reported net income was $177K.
How have Carmen M. Gracia Rosado plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Carmen M. Gracia Rosado's sponsor-wide assets grew 15.6%, from $1M to $1M.
Where does Cm Gracia-Rosado Retirement Plan rank by assets among Form 5500 filers? ▼
Cm Gracia-Rosado Retirement Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Cm Gracia-Rosado Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Smc Ventures Inc. Retirement Plan in MN ($1M, 15 participants).
Which Profit Sharing plans cover a similar participant headcount to Cm Gracia-Rosado 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 666051566.

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.