Profit Sharing · DOL Form 5500 · 2024

Obed Perez Gonzalez Profit Sharing Plan

Data updated 2026-08-25

$221K
Total assets Small plan by assets
3
Participants Small participant base
11th
Percentile by assets National rank
$73,809
Avg per participant Below avg balance/head
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Official DOL plan name: Obed Perez Gonzalez, C.S.P. Retirement Plan · Sponsored by Obed Perez Gonzalez · Puerto Rico · Healthcare & Social Assistance

$221K in assets, 3 participants

Obed Perez Gonzalez's Obed Perez Gonzalez, C.S.P. Retirement Plan reported $221K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,306 in Healthcare & Social Assistance (16,916 peers)

Obed Perez Gonzalez multi-year trail

Obed Perez Gonzalez's plans moved +25.5% in assets from 2022 to 2024; this filing shows Obed Perez Gonzalez, C.S.P. Retirement Plan at $221K / 3 participants.

#1,306
in Healthcare & Social Assistance (16,916 peers)
+9.7%
assets growth YoY

Obed Perez Gonzalez, C.S.P. Retirement Plan among the smaller filed plans by assets

Obed Perez Gonzalez, C.S.P. Retirement Plan vs every filed plan by assets

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

$221,426 11th percentile higher than 11% 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

Obed Perez Gonzalez, C.S.P. 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. Obed Perez Gonzalez, C.S.P. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Obed Perez Gonzalez, C.S.P. Retirement Plan reported net income fell from $25K in the plan year 2023 filing to $20K in the plan year 2024 filing.
  • Obed Perez Gonzalez, C.S.P. Retirement Plan end-of-year assets rose from $202K in the plan year 2023 filing to $221K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660542384 · Obed Perez Gonzalez PY 2024 · Profit Sharing

Obed Perez Gonzalez, C.S.P. Retirement Plan · $221K · 3 · 11th

  • VS-ST $221K
  • BOY 3
  • SCH 11th
  • EBSA Profit Sharing
  • PART near Zen & Grit, Inc. Profit Sharing Plan
  • TYPE ind #1306

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 →

Obed Perez Gonzalez, C.S.P. Retirement Plan in the asset neighbourhood

Obed Perez Gonzalez, C.S.P. Retirement PlanObed Perez Gonzalez, C.S.P. …$221KZen & Grit, Inc. Profit Sharing PlanZen & Grit, Inc. Profit Shar…$221KStudio 4-10 Salon and Suites Inc. Retirement PlanStudio 4-10 Salon and Suites…$221KBb&p Development, Inc. Profit Sharing PlanBb&p Development, Inc. Profi…$221KDkf Enterprises, Inc. Retirement PlanDkf Enterprises, Inc. Retire…$221K
End-of-year total assets ($M) among Obed Perez Gonzalez, C.S.P. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Obed Perez Gonzalez multi-year asset trail

Sponsor-wide plan assets over time

All Obed Perez Gonzalez plans reported in each filing year

Latest sponsor-wide plan assets
$221K 25.53277131793933% vs 2022
2024 filing year
$0.16M$0.18M$0.2M$0.22M$0.24M 202220232024 $0.18M $0.22M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 3 $176K
2023 1 3 $202K
2024 1 3 $221K

Obed Perez Gonzalez filing trail (2024)

Total Assets (Beginning of Year)$202K
Net Assets (End of Year)$221K
Net Income$20K
Employer EIN660542384
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Obed Perez Gonzalez, C.S.P. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Obed Perez Gonzalez, C.S.P. Retirement Plan, Total assets ($M): 0.221426 · Participants: 3Obed Perez Gonzalez, C.S.P. 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
Obed Perez Gonzalez, C.S.P. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Obed Perez Gonzalez, C.S.P. Retirement Plan side-by-side with 3 peers →

Obed Perez Gonzalez, C.S.P. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Zen & Grit, Inc. Profit Sharing Plan in MN ($221K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Obed Perez Gonzalez, C.S.P. Retirement Plan assets move in 2024? ▼
Obed Perez Gonzalez, C.S.P. Retirement Plan grew at a solid clip - up 9.7% during 2024, from $202K to $221K. Reported net income was $20K.
How have Obed Perez Gonzalez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Obed Perez Gonzalez's sponsor-wide assets grew 25.5%, from $176K to $221K.
Where does Obed Perez Gonzalez, C.S.P. Retirement Plan rank by assets among Form 5500 filers? ▼
Obed Perez Gonzalez, C.S.P. Retirement Plan ranks in the 11th 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 Obed Perez Gonzalez, C.S.P. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Zen & Grit, Inc. Profit Sharing Plan in MN ($221K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Obed Perez Gonzalez, C.S.P. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 660542384.

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.