Profit Sharing · DOL Form 5500 · 2024

Miguel a. Urena Cruz Profit Sharing Plan

Data updated 2026-08-25

$536K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$536,295
Avg per participant High balance/head
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Official DOL plan name: Miguel a. Urena Retirement Plan · Sponsored by Miguel a. Urena Cruz · Puerto Rico · Healthcare & Social Assistance

$536K in assets, 1 participants

Miguel a. Urena Cruz's Miguel a. Urena Retirement Plan reported $536K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,287 in Healthcare & Social Assistance (16,916 peers)

Miguel a. Urena Cruz multi-year trail

Miguel a. Urena Cruz's plans moved +24.9% in assets from 2022 to 2024; this filing shows Miguel a. Urena Retirement Plan at $536K / 1 participant.

#2,287
in Healthcare & Social Assistance (16,916 peers)
+13.3%
assets growth YoY

Miguel a. Urena Retirement Plan among the smaller filed plans by assets

Miguel a. Urena Retirement Plan vs every filed plan by assets

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

$536,295 18th percentile higher than 18% 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

Miguel a. Urena 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. Miguel a. Urena Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Miguel a. Urena Retirement Plan reported net income rose from $44K in the plan year 2023 filing to $63K in the plan year 2024 filing.
  • Miguel a. Urena Retirement Plan end-of-year assets rose from $473K in the plan year 2023 filing to $536K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 061432361 · Miguel a. Urena Cruz PY 2024 · Profit Sharing

Miguel a. Urena Retirement Plan · $536K · 1 · 18th

  • SCH $536K
  • EBSA 1
  • PART 18th
  • TYPE Profit Sharing
  • NET near Mark L Bromberg Profit Sharing Plan
  • BOOK ind #2287

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 →

Miguel a. Urena Retirement Plan in the asset neighbourhood

Miguel a. Urena Retirement PlanMiguel a. Urena Retirement P…$536KMark L Bromberg Profit Sharing PlanMark L Bromberg Profit Shari…$537KNorthwest 360 Inc. Retirement PlanNorthwest 360 Inc. Retiremen…$537KJ & C Hetrick Inc. Retirement PlanJ & C Hetrick Inc. Retiremen…$537KCt Rocks Inc. Retirement Plan$536K
End-of-year total assets ($M) among Miguel a. Urena Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Miguel a. Urena Cruz multi-year asset trail

Sponsor-wide plan assets over time

All Miguel a. Urena Cruz plans reported in each filing year

Latest sponsor-wide plan assets
$536K 24.910328314824476% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M$0.6M 202220232024 $0.43M $0.54M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 1 $429K
2023 1 1 $473K
2024 1 1 $536K

Miguel a. Urena Cruz filing trail (2024)

Total Assets (Beginning of Year)$473K
Net Assets (End of Year)$536K
Net Income$63K
Employer EIN061432361
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Miguel a. Urena Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Miguel a. Urena Retirement Plan, Total assets ($M): 0.536295 · Participants: 1Miguel a. Urena 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
Miguel a. Urena Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Miguel a. Urena Retirement Plan side-by-side with 3 peers →

Miguel a. Urena Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Mark L Bromberg Profit Sharing Plan in NJ ($537K); 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 ($536K here).

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 Miguel a. Urena Retirement Plan assets move in 2024? ▼
Miguel a. Urena Retirement Plan grew at a solid clip - up 13.3% during 2024, from $473K to $536K. Reported net income was $63K.
How have Miguel a. Urena Cruz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Miguel a. Urena Cruz's sponsor-wide assets grew 24.9%, from $429K to $536K.
Where does Miguel a. Urena Retirement Plan rank by assets among Form 5500 filers? ▼
Miguel a. Urena Retirement Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Miguel a. Urena Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mark L Bromberg Profit Sharing Plan in NJ ($537K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Miguel a. Urena 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 061432361.

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.