Profit Sharing · DOL Form 5500 · 2024

Aurelio Miguel Collado Pacheco Suzette Candelario Lopez Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$932,805
Avg per participant High balance/head
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Official DOL plan name: Collado Pacheco and Candelario Lopez Retirement Plan · Sponsored by Aurelio Miguel Collado Pacheco Suzette Candelario Lopez · Puerto Rico · Other Services

$2M in assets, 2 participants

Aurelio Miguel Collado Pacheco Suzette Candelario Lopez's Collado Pacheco and Candelario Lopez Retirement Plan reported $2M in total assets and 2 participants 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.

  • #4,105 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Collado Pacheco and Candelario Lopez Retirement Plan ranks #4,105 of 7,719 2024 filers by assets (1076% of the sector average)-$2M for 2 participants.

#4,105
in Other Services (7,719 peers)
+7.6%
assets growth YoY

Collado Pacheco and Candelario Lopez Retirement Plan among the smaller filed plans by assets

Collado Pacheco and Candelario Lopez Retirement Plan vs every filed plan by assets

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

$1,865,609 29th percentile higher than 29% 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

Collado Pacheco and Candelario Lopez 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. Collado Pacheco and Candelario Lopez Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Collado Pacheco and Candelario Lopez Retirement Plan reported net income fell from $191K in the plan year 2023 filing to $132K in the plan year 2024 filing.
  • Collado Pacheco and Candelario Lopez Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660578543 · Aurelio Miguel Collado Pacheco Suzette Candelario Lopez PY 2024 · Profit Sharing

Collado Pacheco and Candelario Lopez Retirement Plan · $2M · 2 · 29th

  • IND $2M
  • IND 2
  • IND 29th
  • IND Profit Sharing
  • IND near Florida Neurosurgical Associates, P.a. Profit Sharing Plan
  • IND ind #4105

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 Other Services retirement plans → · Plans in Puerto Rico →

Collado Pacheco and Candelario Lopez Retirement Plan in the asset neighbourhood

Collado Pacheco and Candelario Lopez Retirement PlanCollado Pacheco and Candelar…$2MFlorida Neurosurgical Associates, P.a. Profit Sharing PlanFlorida Neurosurgical Associ…$2MCalvin Y. Louie, Cpa Profit Sharing PlanCalvin Y. Louie, Cpa Profit …$2MJoseph Holt Plastering, Inc. 401(k) Profit Sharing PlanJoseph Holt Plastering, Inc.…$2MMycoff Fry Partners LLC Profit Sharing Plan and TrustMycoff Fry Partners LLC Prof…$2M
End-of-year total assets ($M) among Collado Pacheco and Candelario Lopez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$132K
Employer EIN660578543
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aurelio Miguel Collado Pacheco Suzette Candelario Lopez)

Sponsor-wide plan assets over time

All Aurelio Miguel Collado Pacheco Suzette Candelario Lopez plans reported in each filing year

Latest sponsor-wide plan assets
$2M 20.870306061626973% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M$2M 202220232024 $1.54M $1.87M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Profit Sharing Plans in Puerto Rico

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

Collado Pacheco and Candelario Lopez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Collado Pacheco and Candelario Lopez Retirement Plan, Total assets ($M): 1.865609 · Participants: 2Collado Pacheco and Candelario Lopez 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
Collado Pacheco and Candelario Lopez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Collado Pacheco and Candelario Lopez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Florida Neurosurgical Associates, P.a. Profit Sharing Plan in FL ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Collado Pacheco and Candelario Lopez Retirement Plan assets move in 2024?
Collado Pacheco and Candelario Lopez Retirement Plan grew at a solid clip - up 7.6% during 2024, from $2M to $2M. Reported net income was $132K.
How have Aurelio Miguel Collado Pacheco Suzette Candelario Lopez plan assets changed over time?
Across 3 plan years on file (2022-2024), Aurelio Miguel Collado Pacheco Suzette Candelario Lopez's sponsor-wide assets grew 20.9%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Collado Pacheco and Candelario Lopez Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Florida Neurosurgical Associates, P.a. Profit Sharing Plan in FL ($2M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Collado Pacheco and Candelario Lopez Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).