Profit Sharing · DOL Form 5500 · 2024

Tamara Sosa Pascual Profit Sharing Plan

Data updated 2026-08-25

$481K
Total assets Small plan by assets
1
Participants Small participant base
17th
Percentile by assets National rank
$481,033
Avg per participant High balance/head
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Official DOL plan name: Tamara Sosa Pascual Retirement Plan · Sponsored by Tamara Sosa Pascual · Puerto Rico · Professional & Technical Services

$481K in assets, 1 participants

Tamara Sosa Pascual's Tamara Sosa Pascual Retirement Plan reported $481K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,671 in Professional & Technical Services (20,173 peers)

Tamara Sosa Pascual multi-year trail

Tamara Sosa Pascual's plans moved +146.0% in assets from 2022 to 2024; this filing shows Tamara Sosa Pascual Retirement Plan at $481K / 1 participant.

#2,671
in Professional & Technical Services (20,173 peers)
+21.8%
assets growth YoY

Tamara Sosa Pascual Retirement Plan among the smaller filed plans by assets

Tamara Sosa Pascual Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$481,033 17th percentile higher than 17% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Tamara Sosa Pascual 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. Tamara Sosa Pascual Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tamara Sosa Pascual Retirement Plan reported net income rose from $41K in the plan year 2023 filing to $86K in the plan year 2024 filing.
  • Tamara Sosa Pascual Retirement Plan end-of-year assets rose from $395K in the plan year 2023 filing to $481K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 598160480 · Tamara Sosa Pascual PY 2024 · Profit Sharing

Tamara Sosa Pascual Retirement Plan · $481K · 1 · 17th

  • RANK $481K
  • RANK 1
  • RANK 17th
  • RANK Profit Sharing
  • RANK near Real Estate Enhancements, Inc. Profit Sharing Plan
  • RANK ind #2671

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 →

Tamara Sosa Pascual Retirement Plan in the asset neighbourhood

Tamara Sosa Pascual Retirement PlanTamara Sosa Pascual Retireme…$481KReal Estate Enhancements, Inc. Profit Sharing PlanReal Estate Enhancements, In…$481KEjk2 Colorado Inc. Retirement PlanEjk2 Colorado Inc. Retiremen…$481KBelladonte, Inc. Profit Sharing PlanBelladonte, Inc. Profit Shar…$481KProfit Sharing Plan of Huo Chen, M.D., a Medical CorporationProfit Sharing Plan of Huo C…$481K
End-of-year total assets ($M) among Tamara Sosa Pascual Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Tamara Sosa Pascual multi-year asset trail

Sponsor-wide plan assets over time

All Tamara Sosa Pascual plans reported in each filing year

Latest sponsor-wide plan assets
$872K 145.9736068561241% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.35M $0.87M ▲ +148.6%
Year Plans Participants Total Assets
2022 1 1 $354K
2023 1 1 $395K
2024 2 2 $872K

Tamara Sosa Pascual filing trail (2024)

Total Assets (Beginning of Year)$395K
Net Assets (End of Year)$481K
Net Income$86K
Employer EIN598160480
Plan Effective Date2002-05-09
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Tamara Sosa Pascual Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Tamara Sosa Pascual Retirement Plan, Total assets ($M): 0.481033 · Participants: 1Tamara Sosa Pascual Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Tamara Sosa Pascual Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Tamara Sosa Pascual Retirement Plan side-by-side with 3 peers →

Tamara Sosa Pascual Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Real Estate Enhancements, Inc. Profit Sharing Plan in CA ($481K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did Tamara Sosa Pascual Retirement Plan assets move in 2024? ▼
Tamara Sosa Pascual Retirement Plan grew sharply - up 21.8% during 2024, from $395K to $481K. Reported net income was $86K.
How have Tamara Sosa Pascual plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tamara Sosa Pascual's sponsor-wide assets grew 146.0%, from $354K to $872K.
Where does Tamara Sosa Pascual Retirement Plan rank by assets among Form 5500 filers? ▼
Tamara Sosa Pascual Retirement Plan ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Tamara Sosa Pascual Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Real Estate Enhancements, Inc. Profit Sharing Plan in CA ($481K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Tamara Sosa Pascual Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 598160480.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.