Profit Sharing · DOL Form 5500 · 2024
Raul Marquez Santiago Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Raul Marquez Santiago Retirement Plan · Sponsored by Raul Marquez Santiago · Puerto Rico · Healthcare & Social Assistance
$4M in assets, 3 participants
Raul Marquez Santiago's Raul Marquez Santiago Retirement Plan reported $4M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #6,474 in Healthcare & Social Assistance (16,916 peers)
Raul Marquez Santiago multi-year trail
Raul Marquez Santiago's plans moved +19.9% in assets from 2022 to 2024; this filing shows Raul Marquez Santiago Retirement Plan at $4M / 3 participants.
- #6,474
- in Healthcare & Social Assistance (16,916 peers)
- +8.4%
- assets growth YoY
Raul Marquez Santiago Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Raul Marquez Santiago Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,698,852 37th percentile higher than 37% 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
Raul Marquez Santiago 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. Raul Marquez Santiago Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Raul Marquez Santiago Retirement Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Raul Marquez Santiago Retirement Plan reported net income fell from $329K in the plan year 2023 filing to $285K in the plan year 2024 filing.
- Raul Marquez Santiago Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 660544990 · Raul Marquez Santiago PY 2024 · Profit Sharing
Raul Marquez Santiago Retirement Plan · $4M · 3 · 37th
- PHOTO $4M
- IND 3
- EOY 37th
- 5500 Profit Sharing
- ASSETS near Penn Footwear Co. Retirement Trust
- PCT ind #6474
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 →
Raul Marquez Santiago Retirement Plan in the asset neighbourhood
Raul Marquez Santiago multi-year asset trail
Sponsor-wide plan assets over time
All Raul Marquez Santiago plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 19.92501387671254% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $3M |
| 2023 | 1 | 4 | $3M |
| 2024 | 1 | 3 | $4M |
Raul Marquez Santiago filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $285K |
| Employer EIN | 660544990 |
| Plan Effective Date | 1997-01-01 |
| 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
Raul Marquez Santiago Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Penn Footwear Co. Retirement Trust in PA ($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.