Profit Sharing · DOL Form 5500 · 2024

Carmen I. Santos Gonzalez Profit Sharing Plan

Data updated 2026-08-25

$334K
Total assets Small plan by assets
3
Participants Small participant base
14th
Percentile by assets National rank
$111,288
Avg per participant Below avg balance/head
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Official DOL plan name: Carmen I. Santos Gonzalez Retirement Plan · Sponsored by Carmen I. Santos Gonzalez · Puerto Rico · Healthcare & Social Assistance

$334K in assets, 3 participants

Carmen I. Santos Gonzalez's Carmen I. Santos Gonzalez Retirement Plan reported $334K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,711 in Healthcare & Social Assistance (16,916 peers)

Carmen I. Santos Gonzalez multi-year trail

Carmen I. Santos Gonzalez's plans moved +12.1% in assets from 2022 to 2024; this filing shows Carmen I. Santos Gonzalez Retirement Plan at $334K / 3 participants.

#1,711
in Healthcare & Social Assistance (16,916 peers)
+4.2%
assets growth YoY

Carmen I. Santos Gonzalez Retirement Plan among the smaller filed plans by assets

Carmen I. Santos Gonzalez Retirement Plan vs every filed plan by assets

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

$333,863 14th percentile higher than 14% 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

Carmen I. Santos Gonzalez 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. Carmen I. Santos Gonzalez Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carmen I. Santos Gonzalez Retirement Plan reported net income fell from $22K in the plan year 2023 filing to $13K in the plan year 2024 filing.
  • Carmen I. Santos Gonzalez Retirement Plan end-of-year assets rose from $320K in the plan year 2023 filing to $334K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660427034 · Carmen I. Santos Gonzalez PY 2024 · Profit Sharing

Carmen I. Santos Gonzalez Retirement Plan · $334K · 3 · 14th

  • PART $334K
  • TYPE 3
  • NET 14th
  • BOOK Profit Sharing
  • VS-ST near Neurological Care Center PC Profit Sharing Plan
  • BOY ind #1711

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 →

Carmen I. Santos Gonzalez Retirement Plan in the asset neighbourhood

Carmen I. Santos Gonzalez Retirement PlanCarmen I. Santos Gonzalez Re…$334KNeurological Care Center PC Profit Sharing PlanNeurological Care Center PC …$334KMark P. Gold, M.D., Profit SharingMark P. Gold, M.D., Profit S…$334KElite Furniture Design Co. Retirement PlanElite Furniture Design Co. R…$334KLake House Enterprises Inc. Profit Sharing PlanLake House Enterprises Inc. …$334K
End-of-year total assets ($M) among Carmen I. Santos Gonzalez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Carmen I. Santos Gonzalez multi-year asset trail

Sponsor-wide plan assets over time

All Carmen I. Santos Gonzalez plans reported in each filing year

Latest sponsor-wide plan assets
$334K 12.077439020296355% vs 2022
2024 filing year
$0.29M$0.3M$0.31M$0.32M$0.33M$0.34M 202220232024 $0.3M $0.33M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 3 $298K
2023 1 3 $320K
2024 1 3 $334K

Carmen I. Santos Gonzalez filing trail (2024)

Total Assets (Beginning of Year)$320K
Net Assets (End of Year)$329K
Net Income$13K
Employer EIN660427034
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Carmen I. Santos Gonzalez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Carmen I. Santos Gonzalez Retirement Plan, Total assets ($M): 0.333863 · Participants: 3Carmen I. Santos Gonzalez 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
Carmen I. Santos Gonzalez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Carmen I. Santos Gonzalez Retirement Plan side-by-side with 3 peers →

Carmen I. Santos Gonzalez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Neurological Care Center PC Profit Sharing Plan in AL ($334K); 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 Carmen I. Santos Gonzalez Retirement Plan assets move in 2024? ▼
Carmen I. Santos Gonzalez Retirement Plan edged up modestly - up 4.2% during 2024, from $320K to $334K. Reported net income was $13K.
How have Carmen I. Santos Gonzalez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carmen I. Santos Gonzalez's sponsor-wide assets grew 12.1%, from $298K to $334K.
Where does Carmen I. Santos Gonzalez Retirement Plan rank by assets among Form 5500 filers? ▼
Carmen I. Santos Gonzalez Retirement Plan ranks in the 14th 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 Carmen I. Santos Gonzalez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Neurological Care Center PC Profit Sharing Plan in AL ($334K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Carmen I. Santos Gonzalez 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 660427034.

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.