Profit Sharing · DOL Form 5500 · 2023

Ruiz Enterprises Profit Sharing Plan

Data updated 2026-08-25

$676K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$225,193
Avg per participant Above avg balance/head
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Official DOL plan name: Ruiz Enterprises Profit Sharing Plan and Trust Agreement · Sponsored by Ruiz Enterprises · Arizona · Retail Trade

$676K in assets, 3 participants

Ruiz Enterprises's Ruiz Enterprises Profit Sharing Plan and Trust Agreement reported $676K in total assets and 3 participants in its 2023 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.

  • #2,690 in Retail Trade (8,414 peers)

2023 asset change

Ruiz Enterprises Profit Sharing Plan and Trust Agreement pulled back noticeably 14.4% in 2023 ($789K → $676K) for 3 participants.

#2,690
in Retail Trade (8,414 peers)
-14.4%
assets change YoY

The plan reported a net loss of $114K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ruiz Enterprises Profit Sharing Plan and Trust Agreement among the smaller filed plans by assets

Ruiz Enterprises Profit Sharing Plan and Trust Agreement vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$675,580 20th percentile higher than 20% of 127,068 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 2023

Ruiz Enterprises Profit Sharing Plan and Trust Agreement among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ruiz Enterprises Profit Sharing Plan and Trust Agreement is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ruiz Enterprises Profit Sharing Plan and Trust Agreement reported net income fell from $61K in the plan year 2022 filing to -$114K in the plan year 2023 filing.
  • Ruiz Enterprises Profit Sharing Plan and Trust Agreement end-of-year assets fell from $789K in the plan year 2022 filing to $676K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860292561 · Ruiz Enterprises PY 2023 · Profit Sharing

Ruiz Enterprises Profit Sharing Plan and Trust Agreement · $676K · 3 · 20th

  • PART $676K
  • PART 3
  • PART 20th
  • PART Profit Sharing
  • PART near Two Scooters, Inc. Profit Sharing Plan
  • PART ind #2690

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 Retail Trade retirement plans → · Plans in Arizona →

Ruiz Enterprises Profit Sharing Plan and Trust Agreement in the asset neighbourhood

Ruiz Enterprises Profit Sharing Plan and Trust AgreementRuiz Enterprises Profit Shar…$676KTwo Scooters, Inc. Profit Sharing PlanTwo Scooters, Inc. Profit Sh…$676KBlue Ridge Business Management Inc. Profit Sharing PlanBlue Ridge Business Manageme…$675KRalston Industries Incorporated Retirement PlanRalston Industries Incorpora…$675KJavier J. Irizarry Osorio Retirement PlanJavier J. Irizarry Osorio Re…$676K
End-of-year total assets ($M) among Ruiz Enterprises Profit Sharing Plan and Trust Agreement and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ruiz Enterprises years around the 2023 move

Sponsor-wide plan assets over time

All Ruiz Enterprises plans reported in each filing year

Latest sponsor-wide plan assets
$798K 1.0420084602218813% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M$0.85M 202220232024 $0.79M $0.8M ▲ +1.3%
Year Plans Participants Total Assets
2022 1 3 $789K
2023 1 3 $676K
2024 1 3 $798K

2023 asset-move particulars

Total Assets (Beginning of Year)$789K
Net Assets (End of Year)$676K
Net Income-$114K
Employer EIN860292561
Plan Effective Date1978-11-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Ruiz Enterprises Profit Sharing Plan and Trust Agreement vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Ruiz Enterprises Profit Sharing Plan and Trust Agreement, Total assets ($M): 0.67558 · Participants: 3Ruiz Enterprises Profit Sharing Plan and Trust AgreementKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Ruiz Enterprises Profit Sharing Plan and Trust Agreement vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Ruiz Enterprises Profit Sharing Plan and Trust Agreement side-by-side with 3 peers →

Ruiz Enterprises Profit Sharing Plan and Trust Agreement's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Two Scooters, Inc. Profit Sharing Plan in NC ($676K); 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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ruiz Enterprises Profit Sharing Plan and Trust Agreement assets move in 2023? ▼
Ruiz Enterprises Profit Sharing Plan and Trust Agreement pulled back noticeably - down 14.4% during 2023, from $789K to $676K. Reported net income was -$114K.
How have Ruiz Enterprises plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ruiz Enterprises's sponsor-wide assets grew 1.0%, from $789K to $798K.
Where does Ruiz Enterprises Profit Sharing Plan and Trust Agreement rank by assets among Form 5500 filers? ▼
Ruiz Enterprises Profit Sharing Plan and Trust Agreement ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Ruiz Enterprises Profit Sharing Plan and Trust Agreement? ▼
Among Profit Sharing plans in other states, the closest by assets is Two Scooters, Inc. Profit Sharing Plan in NC ($676K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Ruiz Enterprises Profit Sharing Plan and Trust Agreement? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860292561.

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.