Profit Sharing · DOL Form 5500 · 2024
Tirso T. Pena Profit Sharing Plan
Data updated 2026-08-25
- $787K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $196,675
- Avg per participant Above avg balance/head
Official DOL plan name: Tirso T. Pena Retirement Plan · Sponsored by Tirso T. Pena · Puerto Rico · Healthcare & Social Assistance
$787K in assets, 4 participants
Tirso T. Pena's Tirso T. Pena Retirement Plan reported $787K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #2,855 in Healthcare & Social Assistance (16,916 peers)
Tirso T. Pena multi-year trail
Tirso T. Pena's plans moved +41.0% in assets from 2022 to 2024; this filing shows Tirso T. Pena Retirement Plan at $787K / 4 participants.
- #2,855
- in Healthcare & Social Assistance (16,916 peers)
- +23.7%
- assets growth YoY
Tirso T. Pena Retirement Plan among the smaller filed plans by assets
Tirso T. Pena Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$786,700 21st percentile higher than 21% 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
Tirso T. Pena 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. Tirso T. Pena Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tirso T. Pena Retirement Plan reported net income fell from $78K in the plan year 2023 filing to $39K in the plan year 2024 filing.
- Tirso T. Pena Retirement Plan end-of-year assets rose from $636K in the plan year 2023 filing to $787K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 660876666 · Tirso T. Pena PY 2024 · Profit Sharing
Tirso T. Pena Retirement Plan · $787K · 4 · 21st
- EIN $787K
- RANK 4
- PHOTO 21st
- IND Profit Sharing
- EOY near Ensemble Haus Corporation Profit Sharing Plan
- 5500 ind #2855
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 →
Tirso T. Pena Retirement Plan in the asset neighbourhood
Tirso T. Pena multi-year asset trail
Sponsor-wide plan assets over time
All Tirso T. Pena plans reported in each filing year
- Latest sponsor-wide plan assets
- $787K 40.98187324713493% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $558K |
| 2023 | 1 | 4 | $636K |
| 2024 | 1 | 4 | $787K |
Tirso T. Pena filing trail (2024)
| Total Assets (Beginning of Year) | $636K |
|---|---|
| Net Assets (End of Year) | $676K |
| Net Income | $39K |
| Employer EIN | 660876666 |
| Plan Effective Date | 1997-01-01 |
| 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
Tirso T. Pena Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Ensemble Haus Corporation Profit Sharing Plan in UT ($786K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($787K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.