Profit Sharing · DOL Form 5500 · 2024
Optima Seguros Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $42,915
- Avg per participant Low balance/head
Official DOL plan name: Optima Seguros Profit Sharing & Savings Plan · Sponsored by Optima Seguros · Puerto Rico · Finance & Insurance
$7M in assets, 152 participants
Optima Seguros's Optima Seguros Profit Sharing & Savings Plan reported $7M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #2,751 in Finance & Insurance (8,549 peers)
Optima Seguros multi-year trail
Optima Seguros's plans moved +60.2% in assets from 2022 to 2024; this filing shows Optima Seguros Profit Sharing & Savings Plan at $7M / 152 participants.
- #2,751
- in Finance & Insurance (8,549 peers)
- +27.0%
- assets growth YoY
Optima Seguros Profit Sharing & Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Optima Seguros Profit Sharing & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,523,112 47th percentile higher than 47% 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
Optima Seguros Profit Sharing & 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. Optima Seguros Profit Sharing & Savings Plan sits mid-pack in the medium band (152 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Optima Seguros Profit Sharing & Savings Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Optima Seguros Profit Sharing & Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 660668490 · Optima Seguros PY 2024 · Profit Sharing
Optima Seguros Profit Sharing & Savings Plan · $7M · 152 · 47th
- 5500 $7M
- 5500 152
- 5500 47th
- 5500 Profit Sharing
- 5500 near Epic Long Island, Inc. Tax Deferred Annunity Plan
- 5500 ind #2751
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 Finance & Insurance retirement plans → · Plans in Puerto Rico →
Optima Seguros Profit Sharing & Savings Plan in the asset neighbourhood
Optima Seguros multi-year asset trail
Sponsor-wide plan assets over time
All Optima Seguros plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 60.23869087507542% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 145 | $4M |
| 2023 | 1 | 153 | $5M |
| 2024 | 1 | 152 | $7M |
Optima Seguros filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 660668490 |
| Plan Effective Date | 2010-05-01 |
| 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
Optima Seguros Profit Sharing & Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Epic Long Island, Inc. Tax Deferred Annunity Plan in NY ($7M); by covered participants it is Florida Health Care Plan, Inc. 403(b) Plan in FL (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.
- Florida Health Care Plan, Inc. 403(b) Plan (FL) 152 · 0 off
- Bowman Plating Company, Inc. Profit Sharing Plan (CA) 152 · 0 off
- Connors Group Safe Harbor 401(k) Profit Sharing Plan (PA) 152 · 0 off
- The Plumbers and Pipefitters of Southeastern Alaska Employees Supplemental Retirement Plan (AK) 152 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.