Profit Sharing · DOL Form 5500 · 2024

Manuel Alvarez Perez Profit Sharing Plan

Data updated 2026-08-25

$948K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$947,561
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Manuel Alvarez Perez Retirement Plan · Sponsored by Manuel Alvarez Perez · Puerto Rico · Finance & Insurance

$948K in assets, 1 participants

Manuel Alvarez Perez's Manuel Alvarez Perez Retirement Plan reported $948K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,104 in Finance & Insurance (8,549 peers)

Manuel Alvarez Perez multi-year trail

Manuel Alvarez Perez's plans moved +28.0% in assets from 2022 to 2024; this filing shows Manuel Alvarez Perez Retirement Plan at $948K / 1 participant.

#1,104
in Finance & Insurance (8,549 peers)
+13.9%
assets growth YoY

Manuel Alvarez Perez Retirement Plan among the smaller filed plans by assets

Manuel Alvarez Perez Retirement Plan vs every filed plan by assets

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

$947,561 23rd percentile higher than 23% 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

Manuel Alvarez Perez 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. Manuel Alvarez Perez Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Manuel Alvarez Perez Retirement Plan reported net income rose from $92K in the plan year 2023 filing to $115K in the plan year 2024 filing.
  • Manuel Alvarez Perez Retirement Plan end-of-year assets rose from $832K in the plan year 2023 filing to $948K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660391179 · Manuel Alvarez Perez PY 2024 · Profit Sharing

Manuel Alvarez Perez Retirement Plan · $948K · 1 · 23rd

  • PART $948K
  • PART 1
  • PART 23rd
  • PART Profit Sharing
  • PART near Mb Healthcare Inc. Retirement Plan
  • PART ind #1104

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Manuel Alvarez Perez Retirement Plan in the asset neighbourhood

Manuel Alvarez Perez Retirement PlanManuel Alvarez Perez Retirem…$948KMb Healthcare Inc. Retirement PlanMb Healthcare Inc. Retiremen…$947KYankee Tango, Inc. Retirement PlanYankee Tango, Inc. Retiremen…$947KSwagger Foods Profit Sharing PlanSwagger Foods Profit Sharing…$948KMobius Productions Profit Sharing PlanMobius Productions Profit Sh…$949K
End-of-year total assets ($M) among Manuel Alvarez Perez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Manuel Alvarez Perez multi-year asset trail

Sponsor-wide plan assets over time

All Manuel Alvarez Perez plans reported in each filing year

Latest sponsor-wide plan assets
$948K 28.027676518195648% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M 202220232024 $0.74M $0.95M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 1 $740K
2023 1 1 $832K
2024 1 1 $948K

Manuel Alvarez Perez filing trail (2024)

Total Assets (Beginning of Year)$832K
Net Assets (End of Year)$948K
Net Income$115K
Employer EIN660391179
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Manuel Alvarez Perez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Manuel Alvarez Perez Retirement Plan, Total assets ($M): 0.947561 · Participants: 1Manuel Alvarez Perez 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
Manuel Alvarez Perez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Manuel Alvarez Perez Retirement Plan side-by-side with 3 peers →

Manuel Alvarez Perez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Mb Healthcare Inc. Retirement Plan in PA ($947K); 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 ($948K 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 Manuel Alvarez Perez Retirement Plan assets move in 2024? ▼
Manuel Alvarez Perez Retirement Plan grew at a solid clip - up 13.9% during 2024, from $832K to $948K. Reported net income was $115K.
How have Manuel Alvarez Perez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Manuel Alvarez Perez's sponsor-wide assets grew 28.0%, from $740K to $948K.
Where does Manuel Alvarez Perez Retirement Plan rank by assets among Form 5500 filers? ▼
Manuel Alvarez Perez Retirement Plan ranks in the 23rd 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 Manuel Alvarez Perez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mb Healthcare Inc. Retirement Plan in PA ($947K, 18 participants).
Which Profit Sharing plans cover a similar participant headcount to Manuel Alvarez Perez 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 660391179.

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.