Profit Sharing · DOL Form 5500 · 2024

Florencio Lao Sam Profit Sharing Plan

Data updated 2026-08-25

$867K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$433,303
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Florencio Lao Sam Retirement Plan · Sponsored by Florencio Lao Sam · Puerto Rico · Other Services

$867K in assets, 2 participants

Florencio Lao Sam's Florencio Lao Sam Retirement Plan reported $867K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,484 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Florencio Lao Sam Retirement Plan ranks #3,484 of 7,719 2024 filers by assets (2316% of the sector average)-$867K for 2 participants.

#3,484
in Other Services (7,719 peers)
+0.2%
assets growth YoY

Florencio Lao Sam Retirement Plan among the smaller filed plans by assets

Florencio Lao Sam Retirement Plan vs every filed plan by assets

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

$866,605 22nd percentile higher than 22% 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

Florencio Lao Sam 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. Florencio Lao Sam Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Florencio Lao Sam Retirement Plan reported net income fell from $47K in the plan year 2023 filing to $2K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 061286199 · Florencio Lao Sam PY 2024 · Profit Sharing

Florencio Lao Sam Retirement Plan · $867K · 2 · 22nd

  • BOOK $867K
  • BOOK 2
  • BOOK 22nd
  • BOOK Profit Sharing
  • BOOK near Sunlight Ventures, Inc. Retirement Plan
  • BOOK ind #3484

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 →

Florencio Lao Sam Retirement Plan in the asset neighbourhood

Florencio Lao Sam Retirement PlanFlorencio Lao Sam Retirement…$867KSunlight Ventures, Inc. Retirement PlanSunlight Ventures, Inc. Reti…$867KPacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003Pacific Bounty/Lithgow Bros …$867KB Avery Enterprises, Inc. Retirement PlanB Avery Enterprises, Inc. Re…$866KBornstein Law Offices S.C. Profit Sharing PlanBornstein Law Offices S.C. P…$866K
End-of-year total assets ($M) among Florencio Lao Sam Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$865K
Net Assets (End of Year)$867K
Net Income$2K
Employer EIN061286199
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Florencio Lao Sam)

Sponsor-wide plan assets over time

All Florencio Lao Sam plans reported in each filing year

Latest sponsor-wide plan assets
$867K 6.0071168456887305% vs 2022
2024 filing year
$0.8M$0.82M$0.84M$0.86M$0.88M 202220232024 $0.82M $0.87M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 2 $817K
2023 1 2 $865K
2024 1 2 $867K

Nearby Profit Sharing Plans in Puerto Rico

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

Florencio Lao Sam Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Florencio Lao Sam Retirement Plan, Total assets ($M): 0.866605 · Participants: 2Florencio Lao Sam 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
Florencio Lao Sam Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Florencio Lao Sam Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Sunlight Ventures, Inc. Retirement Plan in PA ($867K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Florencio Lao Sam Retirement Plan assets move in 2024?
Florencio Lao Sam Retirement Plan held essentially flat - up 0.2% during 2024, from $865K to $867K. Reported net income was $2K.
How have Florencio Lao Sam plan assets changed over time?
Across 3 plan years on file (2022-2024), Florencio Lao Sam's sponsor-wide assets grew 6.0%, from $817K to $867K.
Where does Florencio Lao Sam Retirement Plan rank by assets among Form 5500 filers?
Florencio Lao Sam Retirement Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Florencio Lao Sam Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Sunlight Ventures, Inc. Retirement Plan in PA ($867K, 20 participants).
Which Profit Sharing plans cover a similar participant headcount to Florencio Lao Sam 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).