Profit Sharing · DOL Form 5500 · 2023
O'neill & Borges LLC Profit Sharing Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 99
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $660,042
- Avg per participant High balance/head
Official DOL plan name: O'neill & Borges Employees Pension Plan Employees' Pension Plan · Sponsored by O'neill & Borges LLC · Puerto Rico · Professional & Technical Services
$65M in assets, 99 participants
O'neill & Borges LLC's O'neill & Borges Employees Pension Plan Employees' Pension Plan reported $65M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #18,143 in Professional & Technical Services (20,321 peers)
Where O'neill & Borges Employees Pension Plan Employees' Pension Plan sits by assets
O'neill & Borges Employees Pension Plan Employees' Pension Plan sits in the top quartile of all filed plans by assets, $65M for 99 participants (~$660,042/participant), up 24.5% in 2023.
- #18,143
- in Professional & Technical Services (20,321 peers)
- +24.5%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
O'neill & Borges Employees Pension Plan Employees' Pension Plan's outsized position by total assets
O'neill & Borges Employees Pension Plan Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$65,344,158 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
O'neill & Borges Employees Pension Plan Employees' Pension Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O'neill & Borges Employees Pension Plan Employees' Pension Plan is a small filing (99 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- O'neill & Borges Employees Pension Plan Employees' Pension Plan reported net income rose from $4M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- O'neill & Borges Employees Pension Plan Employees' Pension Plan end-of-year assets rose from $52M in the plan year 2022 filing to $65M in the plan year 2023 filing.
- O'neill & Borges Employees Pension Plan Employees' Pension Plan reported participants fell from 102 in the plan year 2022 filing to 99 in the plan year 2023 filing.
DOL schedule card
Filing strip 660242235 · O'neill & Borges LLC PY 2023 · Profit Sharing
O'neill & Borges Employees Pension Plan Employees' Pension Plan · $65M · 99 · 88th
- PHOTO $65M
- IND 99
- EOY 88th
- 5500 Profit Sharing
- ASSETS near Srk Retirement Savings & Investment Plan
- PCT ind #18143
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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →
O'neill & Borges Employees Pension Plan Employees' Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | $13M |
| Employer EIN | 660242235 |
| Plan Effective Date | 2011-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O'neill & Borges LLC)
Sponsor-wide plan assets over time
All O'neill & Borges LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 24.52592401303334% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $52M |
| 2023 | 1 | 99 | $65M |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
O'neill & Borges Employees Pension Plan Employees' Pension Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Srk Retirement Savings & Investment Plan in OH ($66M); by covered participants it is Nichols Tillage Tools, Inc. Profit Sharing Plan in CO (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
- Srk Retirement Savings & Investment Plan (OH) $66M · 473
- Ff Realty Inc Trust (CT) $65M · 4
- Laborers' Local No. 17 Annuity Fund (NY) $65M · 1,166
- Avm, L.P. Profit Sharing Plan (FL) $65M · 84
Similar participant headcount
Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.