Profit Sharing · DOL Form 5500 · 2024
Patrick Lopez Conway Profit Sharing Plan
Data updated 2026-08-25
- $785K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $784,811
- Avg per participant High balance/head
Official DOL plan name: Patrick Lopez Retirement Plan · Sponsored by Patrick Lopez Conway · Puerto Rico · Other Services
$785K in assets, 1 participants
Patrick Lopez Conway's Patrick Lopez Retirement Plan reported $785K in total assets and 1 participant 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.
- #3,390 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Patrick Lopez Retirement Plan ranks #3,390 of 7,719 2024 filers by assets (2557% of the sector average)-$785K for 1 participant.
- #3,390
- in Other Services (7,719 peers)
- +17.4%
- assets growth YoY
Patrick Lopez Retirement Plan among the smaller filed plans by assets
Patrick Lopez Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$784,811 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
Patrick Lopez 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. Patrick Lopez Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Patrick Lopez Retirement Plan end-of-year assets rose from $668K in the plan year 2023 filing to $785K in the plan year 2024 filing.
- Patrick Lopez Retirement Plan reported net income fell from $139K in the plan year 2023 filing to $117K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 900298901 · Patrick Lopez Conway PY 2024 · Profit Sharing
Patrick Lopez Retirement Plan · $785K · 1 · 21st
- BOY $785K
- SCH 1
- EBSA 21st
- PART Profit Sharing
- TYPE near Jaramillo Investment Corp. Retirement Plan
- NET ind #3390
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 Other Services retirement plans → · Plans in Puerto Rico →
Patrick Lopez Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $668K |
|---|---|
| Net Assets (End of Year) | $785K |
| Net Income | $117K |
| Employer EIN | 900298901 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Patrick Lopez Conway)
Sponsor-wide plan assets over time
All Patrick Lopez Conway plans reported in each filing year
- Latest sponsor-wide plan assets
- $785K 48.37485678850829% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $529K |
| 2023 | 1 | 1 | $668K |
| 2024 | 1 | 1 | $785K |
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
Patrick Lopez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Jaramillo Investment Corp. Retirement Plan in NJ ($785K); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($785K here).
- Jaramillo Investment Corp. Retirement Plan (NJ) $785K · 3
- Jaclbak, Inc. Retirement Plan (WV) $785K · 3
- S.J.J. Miele, Inc. Profit Sharing Plan (PA) $786K · 12
- Pomeroy's Hometown Ace, Inc. Retirement Plan (AR) $786K · 5
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.