Profit Sharing · DOL Form 5500 · 2024
Aurelio Ruiz Luciano Profit Sharing Plan
Data updated 2026-08-25
- $956K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $318,670
- Avg per participant High balance/head
Official DOL plan name: Aurelio Ruiz Luciano Profit Sharing Retirement Plan · Sponsored by Aurelio Ruiz Luciano · Puerto Rico · Healthcare & Social Assistance
$956K in assets, 3 participants
Aurelio Ruiz Luciano's Aurelio Ruiz Luciano Profit Sharing Retirement Plan reported $956K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,142 in Healthcare & Social Assistance (16,916 peers)
Aurelio Ruiz Luciano multi-year trail
Aurelio Ruiz Luciano's plans moved +48.1% in assets from 2022 to 2024; this filing shows Aurelio Ruiz Luciano Profit Sharing Retirement Plan at $956K / 3 participants.
- #3,142
- in Healthcare & Social Assistance (16,916 peers)
- +21.4%
- assets growth YoY
Aurelio Ruiz Luciano Profit Sharing Retirement Plan among the smaller filed plans by assets
Aurelio Ruiz Luciano Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$956,011 23rd percentile higher than 23% 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
Aurelio Ruiz Luciano 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. Aurelio Ruiz Luciano Profit Sharing Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aurelio Ruiz Luciano Profit Sharing Retirement Plan end-of-year assets rose from $787K in the plan year 2023 filing to $956K in the plan year 2024 filing.
- Aurelio Ruiz Luciano Profit Sharing Retirement Plan reported net income rose from $142K in the plan year 2023 filing to $169K in the plan year 2024 filing.
DOL schedule card
Filing strip 660410975 · Aurelio Ruiz Luciano PY 2024 · Profit Sharing
Aurelio Ruiz Luciano Profit Sharing Retirement Plan · $956K · 3 · 23rd
- SCH $956K
- SCH 3
- SCH 23rd
- SCH Profit Sharing
- SCH near Vanderhall Enterprises Inc. Retirement Plan
- SCH ind #3142
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 →
Aurelio Ruiz Luciano Profit Sharing Retirement Plan in the asset neighbourhood
Aurelio Ruiz Luciano multi-year asset trail
Sponsor-wide plan assets over time
All Aurelio Ruiz Luciano plans reported in each filing year
- Latest sponsor-wide plan assets
- $956K 48.10808047319677% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $645K |
| 2023 | 1 | 3 | $787K |
| 2024 | 1 | 3 | $956K |
Aurelio Ruiz Luciano filing trail (2024)
| Total Assets (Beginning of Year) | $787K |
|---|---|
| Net Assets (End of Year) | $956K |
| Net Income | $169K |
| Employer EIN | 660410975 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
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
Aurelio Ruiz Luciano Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Vanderhall Enterprises Inc. Retirement Plan in NC ($956K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($956K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.