Profit Sharing · DOL Form 5500 · 2024
Aspen Surgical Puerto Rico Corp. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 175
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $22,815
- Avg per participant Low balance/head
Official DOL plan name: The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan · Sponsored by Aspen Surgical Puerto Rico Corp. · Puerto Rico · Wholesale Trade
$4M in assets, 175 participants
Aspen Surgical Puerto Rico Corp.'s The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan reported $4M in total assets and 175 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #1,677 in Wholesale Trade (6,080 peers)
Aspen Surgical Puerto Rico Corp. multi-year trail
Aspen Surgical Puerto Rico Corp.'s plans moved +31.3% in assets from 2022 to 2024; this filing shows The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan at $4M / 175 participants.
- #1,677
- in Wholesale Trade (6,080 peers)
- +8.6%
- assets growth YoY
The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan's mid-pack asset rank among Wholesale Trade and all filers
The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,992,633 38th percentile higher than 38% 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
The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan sits mid-pack in the medium band (175 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan reported net income fell from $627K in the plan year 2023 filing to $325K in the plan year 2024 filing.
- The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan reported participants fell from 183 in the plan year 2023 filing to 175 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 660748640 · Aspen Surgical Puerto Rico Corp. PY 2024 · Profit Sharing
The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan · $4M · 175 · 38th
- ASSETS $4M
- ASSETS 175
- ASSETS 38th
- ASSETS Profit Sharing
- ASSETS near Santa Clara Nut Company, Inc. Profit Sharing Plan
- ASSETS ind #1677
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 Wholesale Trade retirement plans → · Plans in Puerto Rico →
The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan in the asset neighbourhood
Aspen Surgical Puerto Rico Corp. multi-year asset trail
Sponsor-wide plan assets over time
All Aspen Surgical Puerto Rico Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 31.258547548037217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 182 | $3M |
| 2023 | 1 | 183 | $4M |
| 2024 | 1 | 175 | $4M |
Aspen Surgical Puerto Rico Corp. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $325K |
| Employer EIN | 660748640 |
| Plan Effective Date | 2010-09-01 |
| 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
The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Santa Clara Nut Company, Inc. Profit Sharing Plan in CA ($4M); by covered participants it is Crouse Community Center Employee Retirement Plan and Trust in NY (175 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (175 participants); asset peers above are excluded.
- Crouse Community Center Employee Retirement Plan and Trust (NY) 175 · 0 off
- Prescott College 403(b) Plan (AZ) 174 · 1 off
- Soldier on 403(b) Plan (MA) 176 · 1 off
- Burr and Burton Academy 403(b)Plan (VT) 176 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.