Profit Sharing · DOL Form 5500 · 2024

Sargent & Lundy Puerto Rico, LLC Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
169
Participants Small participant base
45th
Percentile by assets National rank
$34,403
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: S&l Pr Retirement Plan · Sponsored by Sargent & Lundy Puerto Rico, LLC · Illinois · Professional & Technical Services

$6M in assets, 169 participants

Sargent & Lundy Puerto Rico, LLC's S&l Pr Retirement Plan reported $6M in total assets and 169 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,572 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

S&l Pr Retirement Plan covers 169 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $6M.

#8,572
in Professional & Technical Services (20,173 peers)
+95.9%
assets growth YoY

S&l Pr Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

S&l Pr Retirement Plan vs every filed plan by assets

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

$5,814,137 45th percentile higher than 45% 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

S&l Pr Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S&l Pr Retirement Plan sits mid-pack in the medium band (169 participants).

Published 5500 schedule card

Filing strip 660949018 · Sargent & Lundy Puerto Rico, LLC PY 2024 · Profit Sharing

S&l Pr Retirement Plan · $6M · 169 · 45th

  • EIN $6M
  • EIN 169
  • EIN 45th
  • EIN Profit Sharing
  • EIN near Flying Squirrel Enterprises, Inc. Profit Sharing Plan
  • EIN ind #8572

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 Illinois →

S&l Pr Retirement Plan in the asset neighbourhood

Gutman & Gutman Keogh Retirement PlanGutman & Gutman Keogh Retire…$6MCooley Group, Inc. Employees' Profit-Sharing PlanCooley Group, Inc. Employees…$6MEbaldc Retirement Plan$6MS&l Pr Retirement Plan$6MFlying Squirrel Enterprises, Inc. Profit Sharing PlanFlying Squirrel Enterprises,…$6M
End-of-year total assets ($M) among S&l Pr Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN660949018
Plan Effective Date2022-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

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

S&l Pr Retirement Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants S&l Pr Retirement Plan, Total assets ($B): 0.005814137 · Participants: 169S&l Pr Retirement PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.778311009 · Participants: 18584W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.469243854 · Participants: 24278Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 3.008828322 · Participants: 4364Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 2.023030159 · Participants: 15593Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.368713933 · Participants: 16059Carle Foundation Hospital and Affiliates Matching Tsa Plan
S&l Pr Retirement Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants

S&l Pr Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Flying Squirrel Enterprises, Inc. Profit Sharing Plan in AZ ($6M); by covered participants it is IBEW Local No. 607 Annuity Fund in NJ (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 S&l Pr Retirement Plan assets move in 2024?
S&l Pr Retirement Plan surged - up 95.9% during 2024, from $3M to $6M. Reported net income was $3M.
Which Profit Sharing plans are similar in size to S&l Pr Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Flying Squirrel Enterprises, Inc. Profit Sharing Plan in AZ ($6M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to S&l Pr Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is IBEW Local No. 607 Annuity Fund in NJ (169 participants, $40M in assets).