Profit Sharing · DOL Form 5500 · 2024

Doris Perez Ortiz Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Dra. Doris Perez Ortiz Retirement Plan · Sponsored by Doris Perez Ortiz · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 1 participants

Doris Perez Ortiz's Dra. Doris Perez Ortiz Retirement Plan reported $1M in total assets and 1 participant 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.

  • #3,538 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Dra. Doris Perez Ortiz Retirement Plan holds $1M for 1 participant - about $1.2M per participant, in the lower half of filed plans by assets.

#3,538
in Healthcare & Social Assistance (16,916 peers)
+4.8%
assets growth YoY

Dra. Doris Perez Ortiz Retirement Plan among the smaller filed plans by assets

Dra. Doris Perez Ortiz Retirement Plan vs every filed plan by assets

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

$1,206,398 25th percentile higher than 25% 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

Dra. Doris Perez Ortiz 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. Dra. Doris Perez Ortiz Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dra. Doris Perez Ortiz Retirement Plan reported net income rose from $51K in the plan year 2023 filing to $55K in the plan year 2024 filing.
  • Dra. Doris Perez Ortiz Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660494152 · Doris Perez Ortiz PY 2024 · Profit Sharing

Dra. Doris Perez Ortiz Retirement Plan · $1M · 1 · 25th

  • TYPE $1M
  • NET 1
  • BOOK 25th
  • VS-ST Profit Sharing
  • BOY near Boyne River Companies, Inc. Retirement Plan
  • SCH ind #3538

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 →

Dra. Doris Perez Ortiz Retirement Plan in the asset neighbourhood

Dra. Doris Perez Ortiz Retirement PlanDra. Doris Perez Ortiz Retir…$1MBoyne River Companies, Inc. Retirement PlanBoyne River Companies, Inc. …$1MEdwin K. Hetzer Profit Sharing PlanEdwin K. Hetzer Profit Shari…$1MJames P Panico, PA Employees Profit Sharing Plan and TrustJames P Panico, PA Employees…$1MMark S. Finkelstein, Dpm Vip Profit Sharing PlanMark S. Finkelstein, Dpm Vip…$1M
End-of-year total assets ($M) among Dra. Doris Perez Ortiz Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$55K
Employer EIN660494152
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Doris Perez Ortiz)

Sponsor-wide plan assets over time

All Doris Perez Ortiz plans reported in each filing year

Latest sponsor-wide plan assets
$1M 9.614350199530431% vs 2022
2024 filing year
$1.05M$1.1M$1.15M$1.2M$1.25M 202220232024 $1.1M $1.21M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $1M

Nearby Profit Sharing Plans in Puerto Rico

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

Dra. Doris Perez Ortiz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Dra. Doris Perez Ortiz Retirement Plan, Total assets ($M): 1.206398 · Participants: 1Dra. Doris Perez Ortiz 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
Dra. Doris Perez Ortiz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Dra. Doris Perez Ortiz Retirement Plan side-by-side with 3 peers →

Dra. Doris Perez Ortiz Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Boyne River Companies, Inc. Retirement Plan in MA ($1M); 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 Dra. Doris Perez Ortiz Retirement Plan assets move in 2024? ▼
Dra. Doris Perez Ortiz Retirement Plan edged up modestly - up 4.8% during 2024, from $1M to $1M. Reported net income was $55K.
How have Doris Perez Ortiz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Doris Perez Ortiz's sponsor-wide assets grew 9.6%, from $1M to $1M.
Where does Dra. Doris Perez Ortiz Retirement Plan rank by assets among Form 5500 filers? ▼
Dra. Doris Perez Ortiz Retirement Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Dra. Doris Perez Ortiz Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Boyne River Companies, Inc. Retirement Plan in MA ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Dra. Doris Perez Ortiz 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 660494152.

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.