Profit Sharing · DOL Form 5500 · 2024
Dr. Jose a. Carro Soto & Margarita Mendoza Marin Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Jose a. Carro Soto Profit Sharing Retirement Plan · Sponsored by Dr. Jose a. Carro Soto & Margarita Mendoza Marin · Puerto Rico · Healthcare & Social Assistance
$4M in assets, 3 participants
Dr. Jose a. Carro Soto & Margarita Mendoza Marin's Jose a. Carro Soto Profit Sharing Retirement Plan reported $4M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,180 in Healthcare & Social Assistance (16,916 peers)
Dr. Jose a. Carro Soto & Margarita Mendoza Marin multi-year trail
Dr. Jose a. Carro Soto & Margarita Mendoza Marin's plans moved +58.8% in assets from 2022 to 2024; this filing shows Jose a. Carro Soto Profit Sharing Retirement Plan at $4M / 3 participants.
- #7,180
- in Healthcare & Social Assistance (16,916 peers)
- +9.3%
- assets growth YoY
Jose a. Carro Soto Profit Sharing Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Jose a. Carro Soto Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,489,026 40th percentile higher than 40% 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
Jose a. Carro Soto Profit Sharing 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. Jose a. Carro Soto Profit Sharing Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jose a. Carro Soto Profit Sharing Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $381K in the plan year 2024 filing.
- Jose a. Carro Soto Profit Sharing Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Jose a. Carro Soto Profit Sharing Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 660488073 · Dr. Jose a. Carro Soto & Margarita Mendoza Marin PY 2024 · Profit Sharing
Jose a. Carro Soto Profit Sharing Retirement Plan · $4M · 3 · 40th
- EOY $4M
- 5500 3
- ASSETS 40th
- PCT Profit Sharing
- EIN near Ultimate Care, Inc. Retirement Plan and Trust
- RANK ind #7180
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 →
Jose a. Carro Soto Profit Sharing Retirement Plan in the asset neighbourhood
Dr. Jose a. Carro Soto & Margarita Mendoza Marin multi-year asset trail
Sponsor-wide plan assets over time
All Dr. Jose a. Carro Soto & Margarita Mendoza Marin plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 58.762627727313244% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $3M |
| 2023 | 1 | 2 | $4M |
| 2024 | 1 | 3 | $4M |
Dr. Jose a. Carro Soto & Margarita Mendoza Marin filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $381K |
| Employer EIN | 660488073 |
| Plan Effective Date | 1993-01-01 |
| 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
Jose a. Carro Soto Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Ultimate Care, Inc. Retirement Plan and Trust in NY ($4M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 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 (3 participants); 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.