Profit Sharing · DOL Form 5500 · 2024

Pedro J. Rodriguez Profit Sharing Plan

Data updated 2026-08-25

$177K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$88,735
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pedro J. Rodriguez Retirement Plan Series 96-1175 · Sponsored by Pedro J. Rodriguez · Puerto Rico · Healthcare & Social Assistance

$177K in assets, 2 participants

Pedro J. Rodriguez's Pedro J. Rodriguez Retirement Plan Series 96-1175 reported $177K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,126 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Pedro J. Rodriguez Retirement Plan Series 96-1175 holds $177K for 2 participants - about $88,735 per participant, among the smaller plans by assets on file.

#1,126
in Healthcare & Social Assistance (16,916 peers)
+4.6%
assets growth YoY

Pedro J. Rodriguez Retirement Plan Series 96-1175 among the smaller filed plans by assets

Pedro J. Rodriguez Retirement Plan Series 96-1175 vs every filed plan by assets

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

$177,469 10th percentile higher than 10% 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

Pedro J. Rodriguez Retirement Plan Series 96-1175 among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pedro J. Rodriguez Retirement Plan Series 96-1175 is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pedro J. Rodriguez Retirement Plan Series 96-1175 reported net income rose from $7K in the plan year 2023 filing to $8K in the plan year 2024 filing.
  • Pedro J. Rodriguez Retirement Plan Series 96-1175 end-of-year assets rose from $170K in the plan year 2023 filing to $177K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660409896 · Pedro J. Rodriguez PY 2024 · Profit Sharing

Pedro J. Rodriguez Retirement Plan Series 96-1175 · $177K · 2 · 10th

  • VS-ST $177K
  • VS-ST 2
  • VS-ST 10th
  • VS-ST Profit Sharing
  • VS-ST near Whhg Incorporated Retirement Plan
  • VS-ST ind #1126

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 →

Pedro J. Rodriguez Retirement Plan Series 96-1175 in the asset neighbourhood

Pedro J. Rodriguez Retirement Plan Series 96-1175Pedro J. Rodriguez Retiremen…$177KWhhg Incorporated Retirement PlanWhhg Incorporated Retirement…$177KStanton Management Group Inc. Retirement PlanStanton Management Group Inc…$178KRobert L. Trescott, P.L. Employees Profit Sharing TrustRobert L. Trescott, P.L. Emp…$178KWantland Ventures, Inc. Profit Sharing PlanWantland Ventures, Inc. Prof…$178K
End-of-year total assets ($M) among Pedro J. Rodriguez Retirement Plan Series 96-1175 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$170K
Net Assets (End of Year)$177K
Net Income$8K
Employer EIN660409896
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pedro J. Rodriguez)

Sponsor-wide plan assets over time

All Pedro J. Rodriguez plans reported in each filing year

Latest sponsor-wide plan assets
$177K 8.76725258022603% vs 2022
2024 filing year
$0.15M$0.16M$0.17M$0.18M$0.19M 202220232024 $0.16M $0.18M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 2 $163K
2023 1 2 $170K
2024 1 2 $177K

Nearby Profit Sharing Plans in Puerto Rico

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

Pedro J. Rodriguez Retirement Plan Series 96-1175 vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Pedro J. Rodriguez Retirement Plan Series 96-1175, Total assets ($M): 0.177469 · Participants: 2Pedro J. Rodriguez Retirement Plan Series 96-1175Popular, 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
Pedro J. Rodriguez Retirement Plan Series 96-1175 vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Pedro J. Rodriguez Retirement Plan Series 96-1175 side-by-side with 3 peers →

Pedro J. Rodriguez Retirement Plan Series 96-1175's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Whhg Incorporated Retirement Plan in AL ($177K); 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 Pedro J. Rodriguez Retirement Plan Series 96-1175 assets move in 2024? ▼
Pedro J. Rodriguez Retirement Plan Series 96-1175 edged up modestly - up 4.6% during 2024, from $170K to $177K. Reported net income was $8K.
How have Pedro J. Rodriguez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pedro J. Rodriguez's sponsor-wide assets grew 8.8%, from $163K to $177K.
Where does Pedro J. Rodriguez Retirement Plan Series 96-1175 rank by assets among Form 5500 filers? ▼
Pedro J. Rodriguez Retirement Plan Series 96-1175 ranks in the 10th 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 Pedro J. Rodriguez Retirement Plan Series 96-1175? ▼
Among Profit Sharing plans in other states, the closest by assets is Whhg Incorporated Retirement Plan in AL ($177K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Pedro J. Rodriguez Retirement Plan Series 96-1175? ▼
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 660409896.

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.