Profit Sharing · DOL Form 5500 · 2023
Pietrantoni Mendez & Alvarez LLC Profit Sharing Plan
Data updated 2026-08-11
- $45M
- Total assets
- 88
- Participants
- 84th
- Percentile by assets
- $510,469
- Avg per participant
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.
- 84th percentile by assets (of 127,072 plans)
- #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.
- $45M
- total plan assets (2023 EOY)
- 88
- covered participants
- 84th
- percentile by assets (of 127,072 plans)
- $510,469
- avg assets per participant
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.
Pma Retirement Savings Plan vs the 2023 asset distribution
By assets, Pma Retirement Savings Plan outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $8M |
| Employer EIN | 660488206 |
| Plan Effective Date | 1997-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pietrantoni Mendez & Alvarez LLC)
| 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
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Pma Retirement Savings Plan by total assets, not by location.
- Richmond University Medical Center Retirement Plan for Non-Union Employees (NY) $45M · 614
- Ledgewood Properties, Inc. Profit Sharing Plan (NJ) $45M · 4
- Usc School of Medicine Educational Trust Retirement Plan (SC) $45M · 197
- Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Lancaster Development, Inc. (NY) $45M · 108
Frequently Asked Questions
How did Pma Retirement Savings Plan assets move in 2023? ▼
How have Pietrantoni Mendez & Alvarez LLC plan assets changed over time? ▼
Where does Pma Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Pma Retirement Savings Plan? ▼
Next read for Pma Retirement Savings Plan
Scale reading
Ways to act on Pma Retirement Savings Plan's numbers.
- By total assets, Pma Retirement Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Puerto Rico. Compare plans
- Pietrantoni Mendez & Alvarez LLC's sponsor-wide assets have grown 15.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans