Profit Sharing · DOL Form 5500 · 2024
Luis J. Forastieri Maldonado Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $344,740
- Avg per participant High balance/head
Official DOL plan name: Luis J. Forastieri Maldonado Retirement Plan · Sponsored by Luis J. Forastieri Maldonado · Puerto Rico · Other Services
$1M in assets, 4 participants
Luis J. Forastieri Maldonado's Luis J. Forastieri Maldonado Retirement Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #3,893 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Luis J. Forastieri Maldonado Retirement Plan ranks #3,893 of 7,719 2024 filers by assets (1455% of the sector average)-$1M for 4 participants.
- #3,893
- in Other Services (7,719 peers)
- +7.5%
- assets growth YoY
Luis J. Forastieri Maldonado Retirement Plan among the smaller filed plans by assets
Luis J. Forastieri Maldonado Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,378,958 26th percentile higher than 26% 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
Luis J. Forastieri Maldonado 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. Luis J. Forastieri Maldonado Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Luis J. Forastieri Maldonado Retirement Plan reported net income fell from $127K in the plan year 2023 filing to $96K in the plan year 2024 filing.
- Luis J. Forastieri Maldonado Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
DOL schedule card
Filing strip 660597528 · Luis J. Forastieri Maldonado PY 2024 · Profit Sharing
Luis J. Forastieri Maldonado Retirement Plan · $1M · 4 · 26th
- IND $1M
- IND 4
- IND 26th
- IND Profit Sharing
- IND near Tennant Ventures, Inc. Retirement Plan
- IND ind #3893
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 Puerto Rico →
Luis J. Forastieri Maldonado Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $96K |
| Employer EIN | 660597528 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Luis J. Forastieri Maldonado)
Sponsor-wide plan assets over time
All Luis J. Forastieri Maldonado plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 19.291151942973805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 4 | $1M |
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
Luis J. Forastieri Maldonado Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Tennant Ventures, Inc. Retirement Plan in TX ($1M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.