Profit Sharing · DOL Form 5500 · 2023
Shc Owner, LLC Profit Sharing Plan
Data updated 2026-08-25
- $486K
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $4,718
- Avg per participant Low balance/head
Official DOL plan name: Dch/Oh Retirement Plan · Sponsored by Shc Owner, LLC · Puerto Rico · Healthcare & Social Assistance
$486K in assets, 103 participants
Shc Owner, LLC's Dch/Oh Retirement Plan reported $486K in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #2,288 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Dch/Oh Retirement Plan surged 89.8% in 2023 ($256K → $486K) for 103 participants.
- #2,288
- in Healthcare & Social Assistance (17,684 peers)
- +89.8%
- assets growth YoY
Dch/Oh Retirement Plan among the smaller filed plans by assets
Dch/Oh Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$485,985 18th percentile higher than 18% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Dch/Oh Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dch/Oh Retirement Plan sits mid-pack in the medium band (103 participants).
Plan-year Form 5500 strip
Filing strip 660874686 · Shc Owner, LLC PY 2023 · Profit Sharing
Dch/Oh Retirement Plan · $486K · 103 · 18th
- 5500 $486K
- 5500 103
- 5500 18th
- 5500 Profit Sharing
- 5500 near Gurcharan Singh Reen
- 5500 ind #2288
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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →
Dch/Oh Retirement Plan in the asset neighbourhood
Shc Owner, LLC years around the 2023 move
Sponsor-wide plan assets over time
All Shc Owner, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $783K 5.548023116650673% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 2 | 116 | $742K |
| 2024 | 1 | 154 | $783K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $256K |
|---|---|
| Net Assets (End of Year) | $486K |
| Net Income | $230K |
| Employer EIN | 660874686 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
Dch/Oh Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Gurcharan Singh Reen in CA ($486K); by covered participants it is Visiting Nurse Association of Albany 403(b) Plan in NY (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($486K here).
Similar participant headcount
Nearest other-state filings by covered participants (103 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.