Profit Sharing · DOL Form 5500 · 2024

Manuel Urbistondo & Yanesa Perez Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
2
Participants Small participant base
47th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
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Official DOL plan name: M. Urbistondo and Y. Perez Retirement Plan · Sponsored by Manuel Urbistondo & Yanesa Perez · Florida · Other Services

$7M in assets, 2 participants

Manuel Urbistondo & Yanesa Perez's M. Urbistondo and Y. Perez Retirement Plan reported $7M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,251 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, M. Urbistondo and Y. Perez Retirement Plan ranks #5,251 of 7,719 2024 filers by assets (305% of the sector average)-$7M for 2 participants.

#5,251
in Other Services (7,719 peers)
+19.7%
assets growth YoY

M. Urbistondo and Y. Perez Retirement Plan's mid-pack asset rank among Other Services and all filers

M. Urbistondo and Y. Perez Retirement Plan vs every filed plan by assets

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

$6,574,863 47th percentile higher than 47% 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

M. Urbistondo and Y. Perez 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. M. Urbistondo and Y. Perez Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • M. Urbistondo and Y. Perez Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • M. Urbistondo and Y. Perez Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 263954379 · Manuel Urbistondo & Yanesa Perez PY 2024 · Profit Sharing

M. Urbistondo and Y. Perez Retirement Plan · $7M · 2 · 47th

  • RANK $7M
  • PHOTO 2
  • IND 47th
  • EOY Profit Sharing
  • 5500 near Crosby & Crosby, a Professional Law Corporation, Profit Sharing Plan
  • ASSETS ind #5251

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 Other Services retirement plans → · Plans in Florida →

M. Urbistondo and Y. Perez Retirement Plan in the asset neighbourhood

Crosby & Crosby, a Professional Law Corporation, Profit Sharing PlanCrosby & Crosby, a Professio…$7MDeneweth Dugan & Parfitt PC Profit Sharing TrustDeneweth Dugan & Parfitt PC …$7MM. Urbistondo and Y. Perez Retirement PlanM. Urbistondo and Y. Perez R…$7MMiddle Tennessee Christian School Retirement PlanMiddle Tennessee Christian S…$7MThe Children's Clinic, PA Profit Sharing PlanThe Children's Clinic, PA Pr…$7M
End-of-year total assets ($M) among M. Urbistondo and Y. Perez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN263954379
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Manuel Urbistondo & Yanesa Perez)

Sponsor-wide plan assets over time

All Manuel Urbistondo & Yanesa Perez plans reported in each filing year

Latest sponsor-wide plan assets
$7M 46.36443210084864% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.49M $6.57M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $5M
2024 1 2 $7M

Nearby Profit Sharing Plans in Florida

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

M. Urbistondo and Y. Perez Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants M. Urbistondo and Y. Perez Retirement Plan, Total assets ($B): 0.006574863 · Participants: 2M. Urbistondo and Y. Perez Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
M. Urbistondo and Y. Perez Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare M. Urbistondo and Y. Perez Retirement Plan side-by-side with 3 peers →

M. Urbistondo and Y. Perez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Crosby & Crosby, a Professional Law Corporation, Profit Sharing Plan in CA ($7M); 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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did M. Urbistondo and Y. Perez Retirement Plan assets move in 2024? ▼
M. Urbistondo and Y. Perez Retirement Plan grew sharply - up 19.7% during 2024, from $5M to $7M. Reported net income was $1M.
How have Manuel Urbistondo & Yanesa Perez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Manuel Urbistondo & Yanesa Perez's sponsor-wide assets grew 46.4%, from $4M to $7M.
Which Profit Sharing plans are similar in size to M. Urbistondo and Y. Perez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Crosby & Crosby, a Professional Law Corporation, Profit Sharing Plan in CA ($7M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to M. Urbistondo and Y. Perez Retirement Plan? ▼
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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 263954379.

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.