Profit Sharing · DOL Form 5500 · 2024

Roberto L. Bengoa Lopez Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
33rd
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Roberto L. Bengoa Lopez Retirement Plan · Sponsored by Roberto L. Bengoa Lopez · Puerto Rico · Professional & Technical Services

$3M in assets, 1 participants

Roberto L. Bengoa Lopez's Roberto L. Bengoa Lopez Retirement Plan reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,848 in Professional & Technical Services (20,173 peers)

Roberto L. Bengoa Lopez multi-year trail

Roberto L. Bengoa Lopez's plans moved +76.7% in assets from 2022 to 2024; this filing shows Roberto L. Bengoa Lopez Retirement Plan at $3M / 1 participant.

#5,848
in Professional & Technical Services (20,173 peers)
+17.9%
assets growth YoY

Roberto L. Bengoa Lopez Retirement Plan among the smaller filed plans by assets

Roberto L. Bengoa Lopez Retirement Plan vs every filed plan by assets

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

$2,670,891 33rd percentile higher than 33% 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

Roberto L. Bengoa Lopez 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. Roberto L. Bengoa Lopez Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roberto L. Bengoa Lopez Retirement Plan reported net income fell from $754K in the plan year 2023 filing to $405K in the plan year 2024 filing.
  • Roberto L. Bengoa Lopez Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660635942 · Roberto L. Bengoa Lopez PY 2024 · Profit Sharing

Roberto L. Bengoa Lopez Retirement Plan · $3M · 1 · 33rd

  • RANK $3M
  • PHOTO 1
  • IND 33rd
  • EOY Profit Sharing
  • 5500 near White Memorial Community Health Center 403(b) Plan
  • ASSETS ind #5848

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 →

Roberto L. Bengoa Lopez Retirement Plan in the asset neighbourhood

Roberto L. Bengoa Lopez Retirement PlanRoberto L. Bengoa Lopez Reti…$3MWhite Memorial Community Health Center 403(b) PlanWhite Memorial Community Hea…$3MCorbett Companies Defined Contribution PlanCorbett Companies Defined Co…$3MEdward W. Scott Electric Co., Inc., Combined Profit Sharing/ESOP PlanEdward W. Scott Electric Co.…$3MStan E Potocki Md Professional Association Profit Sharing PlanStan E Potocki Md Profession…$3M
End-of-year total assets ($M) among Roberto L. Bengoa Lopez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Roberto L. Bengoa Lopez multi-year asset trail

Sponsor-wide plan assets over time

All Roberto L. Bengoa Lopez plans reported in each filing year

Latest sponsor-wide plan assets
$3M 76.70267684716745% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.51M $2.67M ▲ +76.8%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $3M

Roberto L. Bengoa Lopez filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$405K
Employer EIN660635942
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Roberto L. Bengoa Lopez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Roberto L. Bengoa Lopez Retirement Plan, Total assets ($M): 2.670891 · Participants: 1Roberto L. Bengoa Lopez Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Roberto L. Bengoa Lopez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Roberto L. Bengoa Lopez Retirement Plan side-by-side with 3 peers →

Roberto L. Bengoa Lopez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is White Memorial Community Health Center 403(b) Plan in CA ($3M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Roberto L. Bengoa Lopez Retirement Plan assets move in 2024? ▼
Roberto L. Bengoa Lopez Retirement Plan grew sharply - up 17.9% during 2024, from $2M to $3M. Reported net income was $405K.
How have Roberto L. Bengoa Lopez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberto L. Bengoa Lopez's sponsor-wide assets grew 76.7%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Roberto L. Bengoa Lopez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is White Memorial Community Health Center 403(b) Plan in CA ($3M, 100 participants).
Which Profit Sharing plans cover a similar participant headcount to Roberto L. Bengoa Lopez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 660635942.

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.