Profit Sharing · DOL Form 5500 · 2024

Roberto Perez Gutierrez Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
1
Participants Small participant base
45th
Percentile by assets National rank
$5.9M
Avg per participant High balance/head
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Official DOL plan name: Roberto Perez Gutierrez Retirement Plan · Sponsored by Roberto Perez Gutierrez · Puerto Rico · Healthcare & Social Assistance

$6M in assets, 1 participants

Roberto Perez Gutierrez's Roberto Perez Gutierrez Retirement Plan reported $6M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,244 in Healthcare & Social Assistance (16,916 peers)

Roberto Perez Gutierrez multi-year trail

Roberto Perez Gutierrez's plans moved +31.1% in assets from 2022 to 2024; this filing shows Roberto Perez Gutierrez Retirement Plan at $6M / 1 participant.

#8,244
in Healthcare & Social Assistance (16,916 peers)
+9.3%
assets growth YoY

Roberto Perez Gutierrez Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Roberto Perez Gutierrez Retirement Plan vs every filed plan by assets

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

$5,905,983 45th percentile higher than 45% 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 Perez Gutierrez 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 Perez Gutierrez 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 Perez Gutierrez Retirement Plan reported net income fell from $899K in the plan year 2023 filing to $503K in the plan year 2024 filing.
  • Roberto Perez Gutierrez Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660464585 · Roberto Perez Gutierrez PY 2024 · Profit Sharing

Roberto Perez Gutierrez Retirement Plan · $6M · 1 · 45th

  • VS-ST $6M
  • VS-ST 1
  • VS-ST 45th
  • VS-ST Profit Sharing
  • VS-ST near Oakair Ltd. Profit Sharing Plan
  • VS-ST ind #8244

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 →

Roberto Perez Gutierrez Retirement Plan in the asset neighbourhood

Ken Jones Construction, Inc Profit Sharing PlanKen Jones Construction, Inc …$6MLadacin Network, Inc. Defined Contribution PlanLadacin Network, Inc. Define…$6MRoberto Perez Gutierrez Retirement PlanRoberto Perez Gutierrez Reti…$6MOakair Ltd. Profit Sharing PlanOakair Ltd. Profit Sharing P…$6MSft Corp. Retirement Plan$6M
End-of-year total assets ($M) among Roberto Perez Gutierrez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Roberto Perez Gutierrez multi-year asset trail

Sponsor-wide plan assets over time

All Roberto Perez Gutierrez plans reported in each filing year

Latest sponsor-wide plan assets
$6M 31.138165312723014% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.5M $5.91M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 1 $5M
2023 1 1 $5M
2024 1 1 $6M

Roberto Perez Gutierrez filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$503K
Employer EIN660464585
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Roberto Perez Gutierrez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Roberto Perez Gutierrez Retirement Plan, Total assets ($M): 5.905983 · Participants: 1Roberto Perez Gutierrez 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 Perez Gutierrez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Roberto Perez Gutierrez Retirement Plan side-by-side with 3 peers →

Roberto Perez Gutierrez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Oakair Ltd. Profit Sharing Plan in OH ($6M); 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 Perez Gutierrez Retirement Plan assets move in 2024? ▼
Roberto Perez Gutierrez Retirement Plan grew at a solid clip - up 9.3% during 2024, from $5M to $6M. Reported net income was $503K.
How have Roberto Perez Gutierrez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberto Perez Gutierrez's sponsor-wide assets grew 31.1%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Roberto Perez Gutierrez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Oakair Ltd. Profit Sharing Plan in OH ($6M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Roberto Perez Gutierrez 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 660464585.

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.