Profit Sharing · DOL Form 5500 · 2024

Carlos Acosta Anadon Profit Sharing Plan

Data updated 2026-08-25

$778K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$259,205
Avg per participant Above avg balance/head
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Official DOL plan name: Carlos Acosta Anadon Profit Sharing Plan · Sponsored by Carlos Acosta Anadon · Puerto Rico · Healthcare & Social Assistance

$778K in assets, 3 participants

Carlos Acosta Anadon's Carlos Acosta Anadon Profit Sharing Plan reported $778K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,835 in Healthcare & Social Assistance (16,916 peers)

Carlos Acosta Anadon multi-year trail

Carlos Acosta Anadon's plans moved +56.4% in assets from 2022 to 2024; this filing shows Carlos Acosta Anadon Profit Sharing Plan at $778K / 3 participants.

#2,835
in Healthcare & Social Assistance (16,916 peers)
+9.0%
assets growth YoY

Carlos Acosta Anadon Profit Sharing Plan among the smaller filed plans by assets

Carlos Acosta Anadon Profit Sharing Plan vs every filed plan by assets

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

$777,616 21st percentile higher than 21% 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

Carlos Acosta Anadon Profit Sharing 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. Carlos Acosta Anadon Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carlos Acosta Anadon Profit Sharing Plan reported net income fell from $216K in the plan year 2023 filing to $64K in the plan year 2024 filing.
  • Carlos Acosta Anadon Profit Sharing Plan end-of-year assets rose from $713K in the plan year 2023 filing to $778K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660409605 · Carlos Acosta Anadon PY 2024 · Profit Sharing

Carlos Acosta Anadon Profit Sharing Plan · $778K · 3 · 21st

  • SCH $778K
  • SCH 3
  • SCH 21st
  • SCH Profit Sharing
  • SCH near Meguzman, Inc. Retirement Plan
  • SCH ind #2835

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 →

Carlos Acosta Anadon Profit Sharing Plan in the asset neighbourhood

Carlos Acosta Anadon Profit Sharing PlanCarlos Acosta Anadon Profit …$778KMeguzman, Inc. Retirement PlanMeguzman, Inc. Retirement Pl…$778KSpin City Laundry Inc. Retirement PlanSpin City Laundry Inc. Retir…$778KLaw Offices of Daniel Thomas PC Profit Sharing PlanLaw Offices of Daniel Thomas…$778KAbra Enterprises, Inc. Profit Sharing PlanAbra Enterprises, Inc. Profi…$778K
End-of-year total assets ($M) among Carlos Acosta Anadon Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Carlos Acosta Anadon multi-year asset trail

Sponsor-wide plan assets over time

All Carlos Acosta Anadon plans reported in each filing year

Latest sponsor-wide plan assets
$778K 56.375446181690215% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.5M $0.78M ▲ +56.0%
Year Plans Participants Total Assets
2022 1 3 $497K
2023 1 3 $713K
2024 1 3 $778K

Carlos Acosta Anadon filing trail (2024)

Total Assets (Beginning of Year)$713K
Net Assets (End of Year)$778K
Net Income$64K
Employer EIN660409605
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Carlos Acosta Anadon Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Carlos Acosta Anadon Profit Sharing Plan, Total assets ($M): 0.777616 · Participants: 3Carlos Acosta Anadon Profit Sharing 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
Carlos Acosta Anadon Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Carlos Acosta Anadon Profit Sharing Plan side-by-side with 3 peers →

Carlos Acosta Anadon Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Meguzman, Inc. Retirement Plan in CA ($778K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Carlos Acosta Anadon Profit Sharing Plan assets move in 2024? ▼
Carlos Acosta Anadon Profit Sharing Plan grew at a solid clip - up 9.0% during 2024, from $713K to $778K. Reported net income was $64K.
How have Carlos Acosta Anadon plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlos Acosta Anadon's sponsor-wide assets grew 56.4%, from $497K to $778K.
Where does Carlos Acosta Anadon Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carlos Acosta Anadon Profit Sharing Plan ranks in the 21st 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 Carlos Acosta Anadon Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Meguzman, Inc. Retirement Plan in CA ($778K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Carlos Acosta Anadon Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 660409605.

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.