Profit Sharing · DOL Form 5500 · 2023

Bufete Rexach & Pico Profit Sharing Plan

Data updated 2026-08-25

$702K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$351,139
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rexach & Pico Pension Trust · Sponsored by Bufete Rexach & Pico · Puerto Rico · Professional & Technical Services

$702K in assets, 2 participants

Bufete Rexach & Pico's Rexach & Pico Pension Trust reported $702K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,186 in Professional & Technical Services (20,321 peers)

Bufete Rexach & Pico multi-year trail

Bufete Rexach & Pico's plans moved +25.0% in assets from 2022 to 2024; this filing shows Rexach & Pico Pension Trust at $702K / 2 participants.

#3,186
in Professional & Technical Services (20,321 peers)
+20.5%
assets growth YoY

Rexach & Pico Pension Trust among the smaller filed plans by assets

Rexach & Pico Pension Trust vs every filed plan by assets

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

$702,278 21st percentile higher than 21% 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

Rexach & Pico Pension Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rexach & Pico Pension Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rexach & Pico Pension Trust reported net income rose from -$129K in the plan year 2022 filing to $119K in the plan year 2023 filing.
  • Rexach & Pico Pension Trust reported participants fell from 7 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Rexach & Pico Pension Trust end-of-year assets rose from $583K in the plan year 2022 filing to $702K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660386314 · Bufete Rexach & Pico PY 2023 · Profit Sharing

Rexach & Pico Pension Trust · $702K · 2 · 21st

  • RANK $702K
  • PHOTO 2
  • IND 21st
  • EOY Profit Sharing
  • 5500 near James a. Mcpeake Profit Sharing Plan
  • ASSETS ind #3186

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Rexach & Pico Pension Trust in the asset neighbourhood

Rexach & Pico Pension Trust$702KJames a. Mcpeake Profit Sharing PlanJames a. Mcpeake Profit Shar…$702KOhio Exterminating Company Inc Retirement PlanOhio Exterminating Company I…$703KDmb 33 Holdings Inc. Retirement PlanDmb 33 Holdings Inc. Retirem…$703KImplant Center of Rockland, Inc. Profit Sharing PlanImplant Center of Rockland, …$701K
End-of-year total assets ($M) among Rexach & Pico Pension Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bufete Rexach & Pico multi-year asset trail

Sponsor-wide plan assets over time

All Bufete Rexach & Pico plans reported in each filing year

Latest sponsor-wide plan assets
$728K 24.95101890961745% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.58M $0.73M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 7 $583K
2023 1 2 $702K
2024 1 2 $728K

Bufete Rexach & Pico filing trail (2023)

Total Assets (Beginning of Year)$583K
Net Assets (End of Year)$702K
Net Income$119K
Employer EIN660386314
Plan Effective Date1983-09-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Rexach & Pico Pension Trust vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Rexach & Pico Pension Trust, Total assets ($M): 0.702278 · Participants: 2Rexach & Pico Pension TrustThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Rexach & Pico Pension Trust vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Rexach & Pico Pension Trust side-by-side with 3 peers →

Rexach & Pico Pension Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is James a. Mcpeake Profit Sharing Plan in KY ($702K); 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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rexach & Pico Pension Trust assets move in 2023? ▼
Rexach & Pico Pension Trust grew sharply - up 20.5% during 2023, from $583K to $702K. Reported net income was $119K.
How have Bufete Rexach & Pico plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bufete Rexach & Pico's sponsor-wide assets grew 25.0%, from $583K to $728K.
Where does Rexach & Pico Pension Trust rank by assets among Form 5500 filers? ▼
Rexach & Pico Pension Trust ranks in the 21st 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 Rexach & Pico Pension Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is James a. Mcpeake Profit Sharing Plan in KY ($702K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Rexach & Pico Pension Trust? ▼
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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660386314.

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.