Profit Sharing · DOL Form 5500 · 2024
Raquel Romero Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $2.0M
- Avg per participant High balance/head
Official DOL plan name: Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc · Sponsored by Raquel Romero · New Jersey · Professional & Technical Services
$2M in assets, 1 participants
Raquel Romero's Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #5,079 in Professional & Technical Services (20,173 peers)
2024 asset change
Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc grew at a solid clip 9.6% in 2024 ($2M → $2M) for 1 participant.
- #5,079
- in Professional & Technical Services (20,173 peers)
- +9.6%
- assets growth YoY
Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc among the smaller filed plans by assets
Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,999,421 29th percentile higher than 29% 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
Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 222780968 · Raquel Romero PY 2024 · Profit Sharing
Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc · $2M · 1 · 29th
- BOOK $2M
- BOOK 1
- BOOK 29th
- BOOK Profit Sharing
- BOOK near Seattle Humane Society 403(b) Retirement Plan
- BOOK ind #5079
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 New Jersey →
Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $175K |
| Employer EIN | 222780968 |
| Plan Effective Date | 2002-11-20 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,666
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.6B · 8,865
- Operating Engineers Local 825 Profit Sharing Fund $1.5B · 10,365
- IBEW Local Union No 102 Surety Plan $685M · 2,382
- Kpmg Partner Retirement Savings Plan $524M · 1,704
Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Seattle Humane Society 403(b) Retirement Plan in WA ($2M); 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 ($2M 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.