Profit Sharing · DOL Form 5500 · 2024

De La Cruz & Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
115
Participants Small participant base
50th
Percentile by assets National rank
$67,932
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dlc Group Savings Plan · Sponsored by De La Cruz & Associates, Inc. · Puerto Rico · Professional & Technical Services

$8M in assets, 115 participants

De La Cruz & Associates, Inc.'s Dlc Group Savings Plan reported $8M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,810 in Professional & Technical Services (20,173 peers)

2024 asset change

Dlc Group Savings Plan grew at a solid clip 14.1% in 2024 ($7M → $8M) for 115 participants.

#9,810
in Professional & Technical Services (20,173 peers)
+14.1%
assets growth YoY

Dlc Group Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Dlc Group Savings Plan vs every filed plan by assets

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

$7,812,141 Top 50% higher than 50% 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

Dlc Group Savings 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. Dlc Group Savings Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dlc Group Savings Plan reported net income rose from $338K in the plan year 2023 filing to $967K in the plan year 2024 filing.
  • Dlc Group Savings Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Dlc Group Savings Plan reported participants rose from 101 in the plan year 2023 filing to 115 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660416370 · De La Cruz & Associates, Inc. PY 2024 · Profit Sharing

Dlc Group Savings Plan · $8M · 115 · 50th

  • EIN $8M
  • RANK 115
  • PHOTO 50th
  • IND Profit Sharing
  • EOY near Lymi Inc. Retirement Plan
  • 5500 ind #9810

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 Puerto Rico →

Dlc Group Savings Plan in the asset neighbourhood

Lymi Inc. Retirement Plan$8MCitrus Health Network, Inc. ERISA 403(b) PlanCitrus Health Network, Inc. …$8MKerr Oil, Inc. Profit Sharing PlanKerr Oil, Inc. Profit Sharin…$8MDlc Group Savings Plan$8MSpec's Family Partners Employees' Profit Sharing PlanSpec's Family Partners Emplo…$8M
End-of-year total assets ($M) among Dlc Group Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

De La Cruz & Associates, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All De La Cruz & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 3.9161114686359113% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $7.52M $7.81M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 96 $8M
2023 1 101 $7M
2024 1 115 $8M

2024 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$967K
Employer EIN660416370
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Dlc Group Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Dlc Group Savings Plan, Total assets ($M): 7.812141 · Participants: 115Dlc Group Savings 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
Dlc Group Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Dlc Group Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Lymi Inc. Retirement Plan in AZ ($8M); by covered participants it is Addgene 403(b) Savings and Retirement Plan in MA (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Dlc Group Savings Plan assets move in 2024?
Dlc Group Savings Plan grew at a solid clip - up 14.1% during 2024, from $7M to $8M. Reported net income was $967K.
How have De La Cruz & Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), De La Cruz & Associates, Inc.'s sponsor-wide assets grew 3.9%, from $8M to $8M.
Which Profit Sharing plans are similar in size to Dlc Group Savings Plan?
Among Profit Sharing plans in other states, the closest by assets is Lymi Inc. Retirement Plan in AZ ($8M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Dlc Group Savings Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Addgene 403(b) Savings and Retirement Plan in MA (115 participants, $9M in assets).