Profit Sharing · DOL Form 5500 · 2024
Santa Cruz Collazo LLC Profit Sharing Plan
Data updated 2026-08-25
- $612K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $76,448
- Avg per participant Below avg balance/head
Official DOL plan name: Santa Cruz Collazo LLC Retirement Plan · Sponsored by Santa Cruz Collazo LLC · Puerto Rico · Professional & Technical Services
$612K in assets, 8 participants
Santa Cruz Collazo LLC's Santa Cruz Collazo LLC Retirement Plan reported $612K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #2,947 in Professional & Technical Services (20,173 peers)
Santa Cruz Collazo LLC multi-year trail
Santa Cruz Collazo LLC's plans moved +32.2% in assets from 2022 to 2024; this filing shows Santa Cruz Collazo LLC Retirement Plan at $612K / 8 participants.
- #2,947
- in Professional & Technical Services (20,173 peers)
- +7.4%
- assets growth YoY
Santa Cruz Collazo LLC Retirement Plan among the smaller filed plans by assets
Santa Cruz Collazo LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$611,584 19th percentile higher than 19% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Santa Cruz Collazo LLC 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. Santa Cruz Collazo LLC Retirement Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Santa Cruz Collazo LLC Retirement Plan reported net income fell from $57K in the plan year 2023 filing to $42K in the plan year 2024 filing.
- Santa Cruz Collazo LLC Retirement Plan end-of-year assets rose from $569K in the plan year 2023 filing to $612K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 660822565 · Santa Cruz Collazo LLC PY 2024 · Profit Sharing
Santa Cruz Collazo LLC Retirement Plan · $612K · 8 · 19th
- PCT $612K
- PCT 8
- PCT 19th
- PCT Profit Sharing
- PCT near Kore Properties, Inc. Retirement Plan
- PCT ind #2947
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 →
Santa Cruz Collazo LLC Retirement Plan in the asset neighbourhood
Santa Cruz Collazo LLC multi-year asset trail
Sponsor-wide plan assets over time
All Santa Cruz Collazo LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $612K 32.20122088297854% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $463K |
| 2023 | 1 | 8 | $569K |
| 2024 | 1 | 8 | $612K |
Santa Cruz Collazo LLC filing trail (2024)
| Total Assets (Beginning of Year) | $569K |
|---|---|
| Net Assets (End of Year) | $555K |
| Net Income | $42K |
| Employer EIN | 660822565 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758
Santa Cruz Collazo LLC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Kore Properties, Inc. Retirement Plan in CA ($612K); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($612K here).
- Kore Properties, Inc. Retirement Plan (CA) $612K · 3
- Cortpeters Inc. Retirement Plan (CA) $611K · 1
- Rsmart, Inc. Retirement Plan (FL) $611K · 4
- Walsh Plumbing and Heating Inc Profit Sharing Trust (MT) $612K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); 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.