Profit Sharing · DOL Form 5500 · 2024

Roberto a. Munoz Marin Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$621,742
Avg per participant High balance/head
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Official DOL plan name: Roberto a. Munoz Marin Retirement Plan · Sponsored by Roberto a. Munoz Marin · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 3 participants

Roberto a. Munoz Marin's Roberto a. Munoz Marin Retirement Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,484 in Healthcare & Social Assistance (16,916 peers)

Roberto a. Munoz Marin multi-year trail

Roberto a. Munoz Marin's plans moved +59.4% in assets from 2022 to 2024; this filing shows Roberto a. Munoz Marin Retirement Plan at $2M / 3 participants.

#4,484
in Healthcare & Social Assistance (16,916 peers)
+33.8%
assets growth YoY

Roberto a. Munoz Marin Retirement Plan among the smaller filed plans by assets

Roberto a. Munoz Marin Retirement Plan vs every filed plan by assets

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

$1,865,227 29th percentile higher than 29% 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

Roberto a. Munoz Marin 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. Roberto a. Munoz Marin Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roberto a. Munoz Marin Retirement Plan reported net income rose from $224K in the plan year 2023 filing to $471K in the plan year 2024 filing.
  • Roberto a. Munoz Marin Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 583262875 · Roberto a. Munoz Marin PY 2024 · Profit Sharing

Roberto a. Munoz Marin Retirement Plan · $2M · 3 · 29th

  • PCT $2M
  • EIN 3
  • RANK 29th
  • PHOTO Profit Sharing
  • IND near Florida Neurosurgical Associates, P.a. Profit Sharing Plan
  • EOY ind #4484

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 →

Roberto a. Munoz Marin Retirement Plan in the asset neighbourhood

Roberto a. Munoz Marin Retirement PlanRoberto a. Munoz Marin Retir…$2MFlorida Neurosurgical Associates, P.a. Profit Sharing PlanFlorida Neurosurgical Associ…$2MJoseph Holt Plastering, Inc. 401(k) Profit Sharing PlanJoseph Holt Plastering, Inc.…$2MMycoff Fry Partners LLC Profit Sharing Plan and TrustMycoff Fry Partners LLC Prof…$2MMidway Animal Hospital, Inc., Profit Sharing PlanMidway Animal Hospital, Inc.…$2M
End-of-year total assets ($M) among Roberto a. Munoz Marin Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Roberto a. Munoz Marin multi-year asset trail

Sponsor-wide plan assets over time

All Roberto a. Munoz Marin plans reported in each filing year

Latest sponsor-wide plan assets
$2M 59.42151988423902% vs 2022
2024 filing year
$1M$1.5M$2M 202220232024 $1.17M $1.87M ▲ +59.8%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 3 $1M
2024 1 3 $2M

Roberto a. Munoz Marin filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$471K
Employer EIN583262875
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Roberto a. Munoz Marin Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Roberto a. Munoz Marin Retirement Plan, Total assets ($M): 1.865227 · Participants: 3Roberto a. Munoz Marin 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
Roberto a. Munoz Marin Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Roberto a. Munoz Marin Retirement Plan side-by-side with 3 peers →

Roberto a. Munoz Marin Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Florida Neurosurgical Associates, P.a. Profit Sharing Plan in FL ($2M); 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 Roberto a. Munoz Marin Retirement Plan assets move in 2024? ▼
Roberto a. Munoz Marin Retirement Plan surged - up 33.8% during 2024, from $1M to $2M. Reported net income was $471K.
How have Roberto a. Munoz Marin plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberto a. Munoz Marin's sponsor-wide assets grew 59.4%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Roberto a. Munoz Marin Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Florida Neurosurgical Associates, P.a. Profit Sharing Plan in FL ($2M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Roberto a. Munoz Marin Retirement 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 583262875.

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.