Profit Sharing · DOL Form 5500 · 2024

Sandra Carbo Mercado Profit Sharing Plan

Data updated 2026-08-25

$650K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$650,000
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sandra Carbo Mercado Retirement Plan · Sponsored by Sandra Carbo Mercado · Florida · Healthcare & Social Assistance

$650K in assets, 1 participants

Sandra Carbo Mercado's Sandra Carbo Mercado Retirement Plan reported $650K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,579 in Healthcare & Social Assistance (16,916 peers)

Sandra Carbo Mercado multi-year trail

Sandra Carbo Mercado's plans moved +57.3% in assets from 2022 to 2024; this filing shows Sandra Carbo Mercado Retirement Plan at $650K / 1 participant.

#2,579
in Healthcare & Social Assistance (16,916 peers)
+3.6%
assets growth YoY

Sandra Carbo Mercado Retirement Plan among the smaller filed plans by assets

Sandra Carbo Mercado Retirement Plan vs every filed plan by assets

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

$650,000 20th percentile higher than 20% 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

Sandra Carbo Mercado 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. Sandra Carbo Mercado Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sandra Carbo Mercado Retirement Plan reported net income fell from $214K in the plan year 2023 filing to $23K in the plan year 2024 filing.
  • Sandra Carbo Mercado Retirement Plan end-of-year assets rose from $627K in the plan year 2023 filing to $650K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660917585 · Sandra Carbo Mercado PY 2024 · Profit Sharing

Sandra Carbo Mercado Retirement Plan · $650K · 1 · 20th

  • 5500 $650K
  • ASSETS 1
  • PCT 20th
  • EIN Profit Sharing
  • RANK near Tallview, Inc. Retirement Plan
  • PHOTO ind #2579

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 Florida →

Sandra Carbo Mercado Retirement Plan in the asset neighbourhood

Sandra Carbo Mercado Retirement PlanSandra Carbo Mercado Retirem…$650KTallview, Inc. Retirement PlanTallview, Inc. Retirement Pl…$650KFrost Cabins Inc. Retirement PlanFrost Cabins Inc. Retirement…$650KElite Vitality, Inc. Profit Sharing PlanElite Vitality, Inc. Profit …$650KCm Hospitality Partners, Inc. Retirement PlanCm Hospitality Partners, Inc…$650K
End-of-year total assets ($M) among Sandra Carbo Mercado Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Sandra Carbo Mercado multi-year asset trail

Sponsor-wide plan assets over time

All Sandra Carbo Mercado plans reported in each filing year

Latest sponsor-wide plan assets
$650K 57.29700821090383% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.41M $0.65M ▲ +58.5%
Year Plans Participants Total Assets
2022 1 1 $413K
2023 1 1 $627K
2024 1 1 $650K

Sandra Carbo Mercado filing trail (2024)

Total Assets (Beginning of Year)$627K
Net Assets (End of Year)$650K
Net Income$23K
Employer EIN660917585
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Sandra Carbo Mercado Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Sandra Carbo Mercado Retirement Plan, Total assets ($B): 0.00065 · Participants: 1Sandra Carbo Mercado Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Sandra Carbo Mercado Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Sandra Carbo Mercado Retirement Plan side-by-side with 3 peers →

Sandra Carbo Mercado Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Tallview, Inc. Retirement Plan in IA ($650K); 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 ($650K 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 Sandra Carbo Mercado Retirement Plan assets move in 2024? ▼
Sandra Carbo Mercado Retirement Plan edged up modestly - up 3.6% during 2024, from $627K to $650K. Reported net income was $23K.
How have Sandra Carbo Mercado plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sandra Carbo Mercado's sponsor-wide assets grew 57.3%, from $413K to $650K.
Where does Sandra Carbo Mercado Retirement Plan rank by assets among Form 5500 filers? ▼
Sandra Carbo Mercado Retirement Plan ranks in the 20th 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 Sandra Carbo Mercado Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tallview, Inc. Retirement Plan in IA ($650K, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Sandra Carbo Mercado 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 660917585.

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.