Profit Sharing · DOL Form 5500 · 2024
Castaner & Pou, LLC Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $266,592
- Avg per participant High balance/head
Official DOL plan name: Castaner & Pou, LLC Retirement Plan · Sponsored by Castaner & Pou, LLC · Puerto Rico · Other Services
$3M in assets, 11 participants
Castaner & Pou, LLC's Castaner & Pou, LLC Retirement Plan reported $3M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #4,448 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Castaner & Pou, LLC Retirement Plan ranks #4,448 of 7,719 2024 filers by assets (684% of the sector average)-$3M for 11 participants.
- #4,448
- in Other Services (7,719 peers)
- +16.6%
- assets growth YoY
Castaner & Pou, LLC Retirement Plan's mid-pack asset rank among Other Services and all filers
Castaner & Pou, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,932,509 34th percentile higher than 34% 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
Castaner & Pou, LLC Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Castaner & Pou, LLC Retirement Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Castaner & Pou, LLC Retirement Plan reported participants rose from 8 in the plan year 2023 filing to 11 in the plan year 2024 filing.
- Castaner & Pou, LLC Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Castaner & Pou, LLC Retirement Plan reported net income rose from $375K in the plan year 2023 filing to $413K in the plan year 2024 filing.
DOL schedule card
Filing strip 660732081 · Castaner & Pou, LLC PY 2024 · Profit Sharing
Castaner & Pou, LLC Retirement Plan · $3M · 11 · 34th
- PART $3M
- PART 11
- PART 34th
- PART Profit Sharing
- PART near Gunnar Corporation Profit Sharing Plan
- PART ind #4448
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 →
Castaner & Pou, LLC Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $413K |
| Employer EIN | 660732081 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Castaner & Pou, LLC)
Sponsor-wide plan assets over time
All Castaner & Pou, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 36.12674300881653% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $2M |
| 2023 | 1 | 8 | $3M |
| 2024 | 1 | 11 | $3M |
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
Castaner & Pou, LLC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Gunnar Corporation Profit Sharing Plan in WY ($3M); by covered participants it is Capital Craftsmen, Inc. Profit Sharing Plan in NY (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- Capital Craftsmen, Inc. Profit Sharing Plan (NY) 11 · 0 off
- 5forhim Inc. Retirement Plan (SC) 11 · 0 off
- Classic Tile, Inc. Profit Sharing Plan (NJ) 11 · 0 off
- The Roberson Company Retirement Plan (TX) 11 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.