Profit Sharing · DOL Form 5500 · 2023

Pietrantoni Mendez & Alvarez LLC Profit Sharing Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
88
Participants Small participant base
84th
Percentile by assets National rank
$510,469
Avg per participant High balance/head
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Official DOL plan name: Pma Retirement Savings Plan · Sponsored by Pietrantoni Mendez & Alvarez LLC · Puerto Rico · Professional & Technical Services

$45M in assets, 88 participants

Pietrantoni Mendez & Alvarez LLC's Pma Retirement Savings Plan reported $45M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,345 in Professional & Technical Services (20,321 peers)

Where Pma Retirement Savings Plan sits by assets

Pma Retirement Savings Plan sits in the top quartile of all filed plans by assets, $45M for 88 participants (~$510,469/participant), up 20.6% in 2023.

#17,345
in Professional & Technical Services (20,321 peers)
+20.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Pma Retirement Savings Plan's outsized position by total assets

Pma Retirement Savings Plan vs every filed plan by assets

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

$44,921,276 Top 16% higher than 84% 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

Pma Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pma Retirement Savings Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pma Retirement Savings Plan reported net income rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Pma Retirement Savings Plan end-of-year assets rose from $37M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Pma Retirement Savings Plan reported participants rose from 84 in the plan year 2022 filing to 88 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660488206 · Pietrantoni Mendez & Alvarez LLC PY 2023 · Profit Sharing

Pma Retirement Savings Plan · $45M · 88 · 84th

  • NET $45M
  • BOOK 88
  • VS-ST 84th
  • BOY Profit Sharing
  • SCH near Richmond University Medical Center Retirement Plan for Non-Union Employees
  • EBSA ind #17345

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 →

Pma Retirement Savings Plan in the asset neighbourhood

Pma Retirement Savings Plan$45MRichmond University Medical Center Retirement Plan for Non-Union EmployeesRichmond University Medical …$45MLedgewood Properties, Inc. Profit Sharing PlanLedgewood Properties, Inc. P…$45MUsc School of Medicine Educational Trust Retirement PlanUsc School of Medicine Educa…$45MEmpire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Lancaster Development, Inc.Empire State Highway Contrac…$45M
End-of-year total assets ($M) among Pma Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$45M
Net Income$8M
Employer EIN660488206
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pietrantoni Mendez & Alvarez LLC)

Sponsor-wide plan assets over time

All Pietrantoni Mendez & Alvarez LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 15.491840390458469% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.3M $43M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 84 $37M
2023 1 88 $45M
2024 1 94 $43M

Nearby Profit Sharing Plans in Puerto Rico

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

Pma Retirement Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 0200400600800 Total assets ($M) Participants Pma Retirement Savings Plan, Total assets ($M): 44.921276 · Participants: 88Pma Retirement Savings PlanThe 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
Pma Retirement Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Pma Retirement Savings Plan side-by-side with 3 peers →

Pma Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Richmond University Medical Center Retirement Plan for Non-Union Employees in NY ($45M); by covered participants it is Valley Home Care, Inc. Defined Contribution Pension Plan in NJ (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Pma Retirement Savings Plan assets move in 2023? ▼
Pma Retirement Savings Plan grew sharply - up 20.6% during 2023, from $37M to $45M. Reported net income was $8M.
How have Pietrantoni Mendez & Alvarez LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pietrantoni Mendez & Alvarez LLC's sponsor-wide assets grew 15.5%, from $37M to $43M.
Where does Pma Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Pma Retirement Savings Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Pma Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Richmond University Medical Center Retirement Plan for Non-Union Employees in NY ($45M, 614 participants).
Which Profit Sharing plans cover a similar participant headcount to Pma Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Valley Home Care, Inc. Defined Contribution Pension Plan in NJ (88 participants, $15M 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 660488206.

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.