Profit Sharing · DOL Form 5500 · 2024

Rosaliz M. Portela Fernandez Profit Sharing Plan

Data updated 2026-08-25

$936K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$467,897
Avg per participant High balance/head
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Official DOL plan name: Portela & Zubrzycki Retirement Plan · Sponsored by Rosaliz M. Portela Fernandez · Puerto Rico · Healthcare & Social Assistance

$936K in assets, 2 participants

Rosaliz M. Portela Fernandez's Portela & Zubrzycki Retirement Plan reported $936K in total assets and 2 participants 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.

  • #3,110 in Healthcare & Social Assistance (16,916 peers)

Rosaliz M. Portela Fernandez multi-year trail

Rosaliz M. Portela Fernandez's plans moved +85.2% in assets from 2022 to 2024; this filing shows Portela & Zubrzycki Retirement Plan at $936K / 2 participants.

#3,110
in Healthcare & Social Assistance (16,916 peers)
+37.3%
assets growth YoY

Portela & Zubrzycki Retirement Plan among the smaller filed plans by assets

Portela & Zubrzycki Retirement Plan vs every filed plan by assets

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

$935,793 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

Portela & Zubrzycki 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. Portela & Zubrzycki Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Portela & Zubrzycki Retirement Plan reported net income rose from $177K in the plan year 2023 filing to $254K in the plan year 2024 filing.
  • Portela & Zubrzycki Retirement Plan end-of-year assets rose from $682K in the plan year 2023 filing to $936K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 596149903 · Rosaliz M. Portela Fernandez PY 2024 · Profit Sharing

Portela & Zubrzycki Retirement Plan · $936K · 2 · 23rd

  • EBSA $936K
  • PART 2
  • TYPE 23rd
  • NET Profit Sharing
  • BOOK near Design the Future, Inc. Retirement Plan
  • VS-ST ind #3110

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 →

Portela & Zubrzycki Retirement Plan in the asset neighbourhood

Portela & Zubrzycki Retirement PlanPortela & Zubrzycki Retireme…$936KDesign the Future, Inc. Retirement PlanDesign the Future, Inc. Reti…$936KS. Ismail Bokhari, M.D., P.C. Profit Sharing PlanS. Ismail Bokhari, M.D., P.C…$936KLuther & Sons Inc. Retirement PlanLuther & Sons Inc. Retiremen…$936KThe Lifestyle Collective Az, Inc. Retirement PlanThe Lifestyle Collective Az,…$935K
End-of-year total assets ($M) among Portela & Zubrzycki Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Rosaliz M. Portela Fernandez multi-year asset trail

Sponsor-wide plan assets over time

All Rosaliz M. Portela Fernandez plans reported in each filing year

Latest sponsor-wide plan assets
$936K 85.2472191923731% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.51M $0.94M ▲ +84.3%
Year Plans Participants Total Assets
2022 1 2 $505K
2023 1 2 $682K
2024 1 2 $936K

Rosaliz M. Portela Fernandez filing trail (2024)

Total Assets (Beginning of Year)$682K
Net Assets (End of Year)$936K
Net Income$254K
Employer EIN596149903
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Portela & Zubrzycki Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Portela & Zubrzycki Retirement Plan, Total assets ($M): 0.935793 · Participants: 2Portela & Zubrzycki 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
Portela & Zubrzycki Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Portela & Zubrzycki Retirement Plan side-by-side with 3 peers →

Portela & Zubrzycki Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Design the Future, Inc. Retirement Plan in NC ($936K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); 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 Portela & Zubrzycki Retirement Plan assets move in 2024? ▼
Portela & Zubrzycki Retirement Plan surged - up 37.3% during 2024, from $682K to $936K. Reported net income was $254K.
How have Rosaliz M. Portela Fernandez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosaliz M. Portela Fernandez's sponsor-wide assets grew 85.2%, from $505K to $936K.
Where does Portela & Zubrzycki Retirement Plan rank by assets among Form 5500 filers? ▼
Portela & Zubrzycki 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 Portela & Zubrzycki Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Design the Future, Inc. Retirement Plan in NC ($936K, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Portela & Zubrzycki Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 596149903.

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.