Profit Sharing · DOL Form 5500 · 2024

Alberto Ortiz Carrasquillo Profit Sharing Plan

Data updated 2026-08-25

$858K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$857,751
Avg per participant High balance/head
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Official DOL plan name: Alberto Ortiz Carrasquillo Money Purchase · Sponsored by Alberto Ortiz Carrasquillo · Puerto Rico · Healthcare & Social Assistance

$858K in assets, 1 participants

Alberto Ortiz Carrasquillo's Alberto Ortiz Carrasquillo Money Purchase reported $858K 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.

  • #2,971 in Healthcare & Social Assistance (16,916 peers)

Alberto Ortiz Carrasquillo multi-year trail

Alberto Ortiz Carrasquillo's plans moved -45.5% in assets from 2023 to 2024; this filing shows Alberto Ortiz Carrasquillo Money Purchase at $858K / 1 participant.

#2,971
in Healthcare & Social Assistance (16,916 peers)
-45.5%
assets change YoY

The plan reported a net loss of $715K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alberto Ortiz Carrasquillo Money Purchase among the smaller filed plans by assets

Alberto Ortiz Carrasquillo Money Purchase vs every filed plan by assets

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

$857,751 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

Alberto Ortiz Carrasquillo Money Purchase among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alberto Ortiz Carrasquillo Money Purchase is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alberto Ortiz Carrasquillo Money Purchase reported net income fell from $145K in the plan year 2023 filing to -$715K in the plan year 2024 filing.
  • Alberto Ortiz Carrasquillo Money Purchase end-of-year assets fell from $2M in the plan year 2023 filing to $858K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660802681 · Alberto Ortiz Carrasquillo PY 2024 · Profit Sharing

Alberto Ortiz Carrasquillo Money Purchase · $858K · 1 · 22nd

  • VS-ST $858K
  • BOY 1
  • SCH 22nd
  • EBSA Profit Sharing
  • PART near Jmj Crown Inc. Retirement Plan
  • TYPE ind #2971

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 →

Alberto Ortiz Carrasquillo Money Purchase in the asset neighbourhood

Alberto Ortiz Carrasquillo Money PurchaseAlberto Ortiz Carrasquillo M…$858KJmj Crown Inc. Retirement PlanJmj Crown Inc. Retirement Pl…$858KMount Phoenix Inc. Retirement PlanMount Phoenix Inc. Retiremen…$857KMario R. Ortega, Md, Faap, PA Profit Sharing PlanMario R. Ortega, Md, Faap, P…$858KDavid Posmantier P/S Plan$859K
End-of-year total assets ($M) among Alberto Ortiz Carrasquillo Money Purchase and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Alberto Ortiz Carrasquillo multi-year asset trail

Sponsor-wide plan assets over time

All Alberto Ortiz Carrasquillo plans reported in each filing year

Latest sponsor-wide plan assets
$858K 45.455742099914914% vs 2023
2024 filing year
$0.5M$1M$1.5M$2M 20232024 $1.57M $0.86M ▼ -45.2%
Year Plans Participants Total Assets
2023 1 1 $2M
2024 1 1 $858K

Alberto Ortiz Carrasquillo filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$858K
Net Income-$715K
Employer EIN660802681
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Alberto Ortiz Carrasquillo Money Purchase vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Alberto Ortiz Carrasquillo Money Purchase, Total assets ($M): 0.857751 · Participants: 1Alberto Ortiz Carrasquillo Money PurchasePopular, 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
Alberto Ortiz Carrasquillo Money Purchase vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Alberto Ortiz Carrasquillo Money Purchase side-by-side with 3 peers →

Alberto Ortiz Carrasquillo Money Purchase's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Jmj Crown Inc. Retirement Plan in KS ($858K); 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 ($858K here).

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 Alberto Ortiz Carrasquillo Money Purchase assets move in 2024? ▼
Alberto Ortiz Carrasquillo Money Purchase contracted severely - down 45.5% during 2024, from $2M to $858K. Reported net income was -$715K.
How have Alberto Ortiz Carrasquillo plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Alberto Ortiz Carrasquillo's sponsor-wide assets declined 45.5%, from $2M to $858K.
Where does Alberto Ortiz Carrasquillo Money Purchase rank by assets among Form 5500 filers? ▼
Alberto Ortiz Carrasquillo Money Purchase 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 Alberto Ortiz Carrasquillo Money Purchase? ▼
Among Profit Sharing plans in other states, the closest by assets is Jmj Crown Inc. Retirement Plan in KS ($858K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Alberto Ortiz Carrasquillo Money Purchase? ▼
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 660802681.

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.