Profit Sharing · DOL Form 5500 · 2024

Maria T. Perea Fernandez Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
28th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Mt Perea Fernandez Retirement Plan · Sponsored by Maria T. Perea Fernandez · Puerto Rico · Finance & Insurance

$2M in assets, 1 participants

Maria T. Perea Fernandez's Mt Perea Fernandez Retirement Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,498 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Mt Perea Fernandez Retirement Plan holds $2M for 1 participant - about $1.8M per participant, in the lower half of filed plans by assets.

#1,498
in Finance & Insurance (8,549 peers)
$2M
reported net income

Mt Perea Fernandez Retirement Plan among the smaller filed plans by assets

Mt Perea Fernandez Retirement Plan vs every filed plan by assets

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

$1,790,934 28th percentile higher than 28% 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

Mt Perea Fernandez 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. Mt Perea Fernandez Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 582653903 · Maria T. Perea Fernandez PY 2024 · Profit Sharing

Mt Perea Fernandez Retirement Plan · $2M · 1 · 28th

  • NET $2M
  • NET 1
  • NET 28th
  • NET Profit Sharing
  • NET near Pet Garden, Inc. Profit Sharing Plan
  • NET ind #1498

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Mt Perea Fernandez Retirement Plan in the asset neighbourhood

Mt Perea Fernandez Retirement PlanMt Perea Fernandez Retiremen…$2MPet Garden, Inc. Profit Sharing PlanPet Garden, Inc. Profit Shar…$2MJames Farina Corporation Profit-Sharing PlanJames Farina Corporation Pro…$2MAlpine Ski Center Retirement PlanAlpine Ski Center Retirement…$2MPartners Pension Plan$2M
End-of-year total assets ($M) among Mt Perea Fernandez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN582653903
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Mt Perea Fernandez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Mt Perea Fernandez Retirement Plan, Total assets ($M): 1.790934 · Participants: 1Mt Perea Fernandez 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
Mt Perea Fernandez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Mt Perea Fernandez Retirement Plan side-by-side with 3 peers →

Mt Perea Fernandez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Pet Garden, Inc. Profit Sharing Plan in MO ($2M); 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 ($2M 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

Which Profit Sharing plans are similar in size to Mt Perea Fernandez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pet Garden, Inc. Profit Sharing Plan in MO ($2M, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Mt Perea Fernandez 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 582653903.

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.