Other · DOL Form 5500 · 2024

Alejandro Perez Ruiz Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Alepr Profit-Sharing Retirement Plan · Sponsored by Alejandro Perez Ruiz · Puerto Rico · Other Services

$2M in assets, 2 participants

Alejandro Perez Ruiz's Alepr Profit-Sharing Retirement Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,170 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Alepr Profit-Sharing Retirement Plan ranks #4,170 of 7,719 2024 filers by assets (999% of the sector average)-$2M for 2 participants.

#4,170
in Other Services (7,719 peers)
+10.0%
assets growth YoY

Alepr Profit-Sharing Retirement Plan among the smaller filed plans by assets

Alepr Profit-Sharing Retirement Plan vs every filed plan by assets

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

$2,009,170 29th percentile higher than 29% 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

Alepr Profit-Sharing 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. Alepr Profit-Sharing Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alepr Profit-Sharing Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Alepr Profit-Sharing Retirement Plan reported net income rose from $171K in the plan year 2023 filing to $183K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 666041318 · Alejandro Perez Ruiz PY 2024 · Other

Alepr Profit-Sharing Retirement Plan · $2M · 2 · 29th

  • SCH $2M
  • SCH 2
  • SCH 29th
  • SCH Other
  • SCH near Bryce Canyon Natural History Association 403(b)
  • SCH ind #4170

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 →

Alepr Profit-Sharing Retirement Plan in the asset neighbourhood

Alepr Profit-Sharing Retirement PlanAlepr Profit-Sharing Retirem…$2MBryce Canyon Natural History Association 403(b)Bryce Canyon Natural History…$2MGreater Texas Foundation, Inc. Retirement Plan and TrustGreater Texas Foundation, In…$2M401(k) Profit Sharing Plan for Employees of the Arc of Anchorage401(k) Profit Sharing Plan f…$2MAsbestos Workers Local Union 55 Defined Contribution PlanAsbestos Workers Local Union…$2M
End-of-year total assets ($M) among Alepr Profit-Sharing Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$183K
Employer EIN666041318
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alejandro Perez Ruiz)

Sponsor-wide plan assets over time

All Alejandro Perez Ruiz plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.40872969113791% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $1.65M $2.01M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Other Plans in Puerto Rico

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

Alepr Profit-Sharing Retirement Plan vs. nearby Other plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -50050100150 Total assets ($M) Participants Alepr Profit-Sharing Retirement Plan, Total assets ($M): 2.00917 · Participants: 2Alepr Profit-Sharing Retirement PlanEvertec Group, LLC Savings & Investment Plan, Total assets ($M): 117.583093 · Participants: 1289Evertec Group, LLC Savings & Investment PlanBd Savings Plan for Puerto Rico Employees, Total assets ($M): 89.855217 · Participants: 1353Bd Savings Plan for Puerto Rico EmployeesSarco Employees Retirement Plan, Total assets ($M): 24.734691 · Participants: 2696Sarco Employees Retirement PlanUnion De Tronquistas De Puerto Rico of Crowley Liner Services Puerto Rico, Inc. Defined Contribution Retirement Plan, Total assets ($M): 24.48824 · Participants: 207Union De Tronquistas De Puerto Rico of Crowley Liner Services Puerto Rico, Inc. Defined Contribution Retirement PlanToyota De Puerto Rico Corp. Savings and Investment Plan, Total assets ($M): 20.838423 · Participants: 133Toyota De Puerto Rico Corp. Savings and Investment Plan
Alepr Profit-Sharing Retirement Plan vs. nearby Other plans in Puerto Rico, assets vs. participants

Alepr Profit-Sharing Retirement Plan's out-of-state Other peers by assets and headcount

Outside Puerto Rico, the nearest Other by assets is Bryce Canyon Natural History Association 403(b) in UT ($2M); by covered participants it is Mueller Fleshing & Supply Inc Profit Sharing Plan in MN (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 Alepr Profit-Sharing Retirement Plan assets move in 2024?
Alepr Profit-Sharing Retirement Plan grew at a solid clip - up 10.0% during 2024, from $2M to $2M. Reported net income was $183K.
How have Alejandro Perez Ruiz plan assets changed over time?
Across 3 plan years on file (2022-2024), Alejandro Perez Ruiz's sponsor-wide assets grew 21.4%, from $2M to $2M.
Which Other plans are similar in size to Alepr Profit-Sharing Retirement Plan?
Among Other plans in other states, the closest by assets is Bryce Canyon Natural History Association 403(b) in UT ($2M, 5 participants).
Which Other plans cover a similar participant headcount to Alepr Profit-Sharing Retirement Plan?
Among Other plans in other states, the closest by covered participants is Mueller Fleshing & Supply Inc Profit Sharing Plan in MN (2 participants, N/A in assets).