Profit Sharing · DOL Form 5500 · 2024

Carlos J. Fraga Millan Profit Sharing Plan

Data updated 2026-08-25

$825K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$824,500
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carlos J. Fraga Millan Retirement Plan · Sponsored by Carlos J. Fraga Millan · Puerto Rico · Professional & Technical Services

$825K in assets, 1 participants

Carlos J. Fraga Millan's Carlos J. Fraga Millan Retirement Plan reported $825K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,355 in Professional & Technical Services (20,173 peers)

Carlos J. Fraga Millan multi-year trail

Carlos J. Fraga Millan's plans moved -14.0% in assets from 2022 to 2024; this filing shows Carlos J. Fraga Millan Retirement Plan at $825K / 1 participant.

#3,355
in Professional & Technical Services (20,173 peers)
-14.9%
assets change YoY

The plan reported a net loss of $144K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carlos J. Fraga Millan Retirement Plan among the smaller filed plans by assets

Carlos J. Fraga Millan Retirement Plan vs every filed plan by assets

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

$824,500 22nd percentile higher than 22% 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

Carlos J. Fraga Millan 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. Carlos J. Fraga Millan Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carlos J. Fraga Millan Retirement Plan reported net income fell from $10K in the plan year 2023 filing to -$144K in the plan year 2024 filing.
  • Carlos J. Fraga Millan Retirement Plan end-of-year assets fell from $969K in the plan year 2023 filing to $825K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660518092 · Carlos J. Fraga Millan PY 2024 · Profit Sharing

Carlos J. Fraga Millan Retirement Plan · $825K · 1 · 22nd

  • PART $825K
  • TYPE 1
  • NET 22nd
  • BOOK Profit Sharing
  • VS-ST near Greene Printing and Marketing Corp. Retirement Plan
  • BOY ind #3355

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Carlos J. Fraga Millan Retirement Plan in the asset neighbourhood

Second Time Around Watch Company Profit Sharing PlanSecond Time Around Watch Com…$825KHarley Ventures, Inc. Retirement PlanHarley Ventures, Inc. Retire…$825KCantor & Cantor Cpa's Profit Sharing PlanCantor & Cantor Cpa's Profit…$825KCarlos J. Fraga Millan Retirement PlanCarlos J. Fraga Millan Retir…$825KGreene Printing and Marketing Corp. Retirement PlanGreene Printing and Marketin…$825K
End-of-year total assets ($M) among Carlos J. Fraga Millan Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Carlos J. Fraga Millan multi-year asset trail

Sponsor-wide plan assets over time

All Carlos J. Fraga Millan plans reported in each filing year

Latest sponsor-wide plan assets
$825K 14.018570737323344% vs 2022
2024 filing year
$0.8M$0.85M$0.9M$0.95M$1M 202220232024 $0.96M $0.82M ▼ -14.6%
Year Plans Participants Total Assets
2022 1 1 $959K
2023 1 1 $969K
2024 1 1 $825K

Carlos J. Fraga Millan filing trail (2024)

Total Assets (Beginning of Year)$969K
Net Assets (End of Year)$825K
Net Income-$144K
Employer EIN660518092
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Carlos J. Fraga Millan Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Carlos J. Fraga Millan Retirement Plan, Total assets ($M): 0.8245 · Participants: 1Carlos J. Fraga Millan 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
Carlos J. Fraga Millan Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Carlos J. Fraga Millan Retirement Plan side-by-side with 3 peers →

Carlos J. Fraga Millan Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Greene Printing and Marketing Corp. Retirement Plan in NY ($825K); 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.

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 Carlos J. Fraga Millan Retirement Plan assets move in 2024? ▼
Carlos J. Fraga Millan Retirement Plan pulled back noticeably - down 14.9% during 2024, from $969K to $825K. Reported net income was -$144K.
How have Carlos J. Fraga Millan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlos J. Fraga Millan's sponsor-wide assets declined 14.0%, from $959K to $825K.
Where does Carlos J. Fraga Millan Retirement Plan rank by assets among Form 5500 filers? ▼
Carlos J. Fraga Millan Retirement Plan ranks in the 22nd 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 Carlos J. Fraga Millan Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Greene Printing and Marketing Corp. Retirement Plan in NY ($825K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Carlos J. Fraga Millan 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 660518092.

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.