Profit Sharing · DOL Form 5500 · 2024
Dr. Robert a. Gonzalez Fernandez Profit Sharing Plan
Data updated 2026-08-25
- $866K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $216,454
- Avg per participant Above avg balance/head
Official DOL plan name: Dr. Robert a. Gonzalez Fernandez Retirement Plan · Sponsored by Dr. Robert a. Gonzalez Fernandez · Puerto Rico · Healthcare & Social Assistance
$866K in assets, 4 participants
Dr. Robert a. Gonzalez Fernandez's Dr. Robert a. Gonzalez Fernandez Retirement Plan reported $866K in total assets and 4 participants 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.
- #2,984 in Healthcare & Social Assistance (16,916 peers)
Dr. Robert a. Gonzalez Fernandez multi-year trail
Dr. Robert a. Gonzalez Fernandez's plans moved +15.5% in assets from 2022 to 2024; this filing shows Dr. Robert a. Gonzalez Fernandez Retirement Plan at $866K / 4 participants.
- #2,984
- in Healthcare & Social Assistance (16,916 peers)
- +6.6%
- assets growth YoY
Dr. Robert a. Gonzalez Fernandez Retirement Plan among the smaller filed plans by assets
Dr. Robert a. Gonzalez Fernandez Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$865,816 22nd percentile higher than 22% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Dr. Robert a. Gonzalez Fernandez 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. Dr. Robert a. Gonzalez Fernandez Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dr. Robert a. Gonzalez Fernandez Retirement Plan reported net income fell from $63K in the plan year 2023 filing to $36K in the plan year 2024 filing.
- Dr. Robert a. Gonzalez Fernandez Retirement Plan end-of-year assets rose from $813K in the plan year 2023 filing to $866K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 660566131 · Dr. Robert a. Gonzalez Fernandez PY 2024 · Profit Sharing
Dr. Robert a. Gonzalez Fernandez Retirement Plan · $866K · 4 · 22nd
- BOY $866K
- SCH 4
- EBSA 22nd
- PART Profit Sharing
- TYPE near Billy Eichner Inc Profit Sharing Plan
- NET ind #2984
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 →
Dr. Robert a. Gonzalez Fernandez Retirement Plan in the asset neighbourhood
Dr. Robert a. Gonzalez Fernandez multi-year asset trail
Sponsor-wide plan assets over time
All Dr. Robert a. Gonzalez Fernandez plans reported in each filing year
- Latest sponsor-wide plan assets
- $866K 15.48663418303853% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $750K |
| 2023 | 1 | 4 | $813K |
| 2024 | 1 | 4 | $866K |
Dr. Robert a. Gonzalez Fernandez filing trail (2024)
| Total Assets (Beginning of Year) | $813K |
|---|---|
| Net Assets (End of Year) | $849K |
| Net Income | $36K |
| Employer EIN | 660566131 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758
Dr. Robert a. Gonzalez Fernandez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Billy Eichner Inc Profit Sharing Plan in NY ($866K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($866K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.