Profit Sharing · DOL Form 5500 · 2024
Felix Mendoza Rosa Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $429,099
- Avg per participant High balance/head
Official DOL plan name: Felix Mendoza Rosa, M.D. Retirement Plan · Sponsored by Felix Mendoza Rosa · Puerto Rico · Healthcare & Social Assistance
$1M in assets, 3 participants
Felix Mendoza Rosa's Felix Mendoza Rosa, M.D. Retirement Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #3,669 in Healthcare & Social Assistance (16,916 peers)
Felix Mendoza Rosa multi-year trail
Felix Mendoza Rosa's plans moved +29.9% in assets from 2022 to 2024; this filing shows Felix Mendoza Rosa, M.D. Retirement Plan at $1M / 3 participants.
- #3,669
- in Healthcare & Social Assistance (16,916 peers)
- +13.5%
- assets growth YoY
Felix Mendoza Rosa, M.D. Retirement Plan among the smaller filed plans by assets
Felix Mendoza Rosa, M.D. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,287,296 25th percentile higher than 25% 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
Felix Mendoza Rosa, M.D. 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. Felix Mendoza Rosa, M.D. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Felix Mendoza Rosa, M.D. Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Felix Mendoza Rosa, M.D. Retirement Plan reported net income rose from $143K in the plan year 2023 filing to $153K in the plan year 2024 filing.
DOL schedule card
Filing strip 582158999 · Felix Mendoza Rosa PY 2024 · Profit Sharing
Felix Mendoza Rosa, M.D. Retirement Plan · $1M · 3 · 25th
- VS-ST $1M
- BOY 3
- SCH 25th
- EBSA Profit Sharing
- PART near Stroco Ventures, Inc. Retirement Plan
- TYPE ind #3669
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 →
Felix Mendoza Rosa, M.D. Retirement Plan in the asset neighbourhood
Felix Mendoza Rosa multi-year asset trail
Sponsor-wide plan assets over time
All Felix Mendoza Rosa plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 29.876015589609484% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $991K |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | $1M |
Felix Mendoza Rosa filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $153K |
| Employer EIN | 582158999 |
| Plan Effective Date | 1993-01-01 |
| 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
Felix Mendoza Rosa, M.D. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Stroco Ventures, Inc. Retirement Plan in TX ($1M); 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 ($1M 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.