Profit Sharing · DOL Form 5500 · 2024
Jaime R. Aponte Lopez Lynnette Ortiz Toro Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $287,410
- Avg per participant High balance/head
Official DOL plan name: Aponte - Ortiz Retirement Plan · Sponsored by Jaime R. Aponte Lopez Lynnette Ortiz Toro · Puerto Rico · Healthcare & Social Assistance
$2M in assets, 7 participants
Jaime R. Aponte Lopez Lynnette Ortiz Toro's Aponte - Ortiz Retirement Plan reported $2M in total assets and 7 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.
- #4,681 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Aponte - Ortiz Retirement Plan holds $2M for 7 participants - about $287,410 per participant, in the lower half of filed plans by assets.
- #4,681
- in Healthcare & Social Assistance (16,916 peers)
- -4.2%
- assets change YoY
The plan reported a net loss of $89K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aponte - Ortiz Retirement Plan among the smaller filed plans by assets
Aponte - Ortiz Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,011,871 29th percentile higher than 29% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Aponte - Ortiz 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. Aponte - Ortiz Retirement Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aponte - Ortiz Retirement Plan reported net income fell from $162K in the plan year 2023 filing to -$89K in the plan year 2024 filing.
- Aponte - Ortiz Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 660499776 · Jaime R. Aponte Lopez Lynnette Ortiz Toro PY 2024 · Profit Sharing
Aponte - Ortiz Retirement Plan · $2M · 7 · 29th
- BOOK $2M
- BOOK 7
- BOOK 29th
- BOOK Profit Sharing
- BOOK near Trade Trac, Inc. Profit Sharing Plan
- BOOK ind #4681
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 →
Aponte - Ortiz Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$89K |
| Employer EIN | 660499776 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jaime R. Aponte Lopez Lynnette Ortiz Toro)
Sponsor-wide plan assets over time
All Jaime R. Aponte Lopez Lynnette Ortiz Toro plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 3.7654523473539148% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $2M |
| 2023 | 1 | 7 | $2M |
| 2024 | 1 | 7 | $2M |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758
Aponte - Ortiz Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Trade Trac, Inc. Profit Sharing Plan in CA ($2M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); 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.