Profit Sharing · DOL Form 5500 · 2024

Luis a. Segarra Financial & Insurance Services Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 2
Participants Small participant base: 33rd
Percentile by assets National rank: $1.4M
Avg per participant High balance/head

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Official DOL plan name: Luis a. Segarra Financial & Insurance Services Profit Sharing Plan · Sponsored by Luis a. Segarra Financial & Insurance Services · Puerto Rico · Finance & Insurance

$3M in assets, 2 participants

Luis a. Segarra Financial & Insurance Services's Luis a. Segarra Financial & Insurance Services Profit Sharing Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

#1,855 in Finance & Insurance (8,549 peers)

Luis a. Segarra Financial & Insurance Services multi-year trail

Luis a. Segarra Financial & Insurance Services's plans moved +132.9% in assets from 2022 to 2024; this filing shows Luis a. Segarra Financial & Insurance Services Profit Sharing Plan at $3M / 2 participants.

#1,855
in Finance & Insurance (8,549 peers): +26.5%
assets growth YoY

Luis a. Segarra Financial & Insurance Services Profit Sharing Plan among the smaller filed plans by assets

Luis a. Segarra Financial & Insurance Services Profit Sharing Plan vs every filed plan by assets

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

$2,848,789 33rd percentile higher than 33% 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

Luis a. Segarra Financial & Insurance Services Profit Sharing 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. Luis a. Segarra Financial & Insurance Services Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Luis a. Segarra Financial & Insurance Services Profit Sharing Plan reported net income rose from $116K in the plan year 2023 filing to $154K in the plan year 2024 filing.
Luis a. Segarra Financial & Insurance Services Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660525786 · Luis a. Segarra Financial & Insurance Services PY 2024 · Profit Sharing

Luis a. Segarra Financial & Insurance Services Profit Sharing Plan · $3M · 2 · 33rd

PCT $3M
PCT 2
PCT 33rd
PCT Profit Sharing
PCT near Hill Petroleum, Inc. Profit Sharing Plan
PCT ind #1855

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

End-of-year total assets ($M) among Luis a. Segarra Financial & Insurance Services Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Luis a. Segarra Financial & Insurance Services multi-year asset trail

Latest sponsor-wide plan assets: $4M 132.86043041090386% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$2M
2023	2	4	$3M
2024	2	4	$4M

Luis a. Segarra Financial & Insurance Services filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$1M
Net Income	$154K
Employer EIN	660525786
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Luis a. Segarra Financial & Insurance Services Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
Abbvie Puerto Rico Savings Plan $560M · 1,349
The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758

Compare Luis a. Segarra Financial & Insurance Services Profit Sharing Plan side-by-side with 3 peers →

Luis a. Segarra Financial & Insurance Services Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Hill Petroleum, Inc. Profit Sharing Plan in AL ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Hill Petroleum, Inc. Profit Sharing Plan (AL) $3M · 25
Denver Children's Home 403(b) Plan (CO) $3M · 124
Steel Traders Shipping, Ltd. Profit Sharing Plan (VA) $3M · 6
Western Grinding Service, Inc., Profit Sharing Plan (CA) $3M · 4

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Group H Capital Corporation Profit Sharing Plan and Trust (VA) 2 · 0 off
Stenorkat Corporation Profit Sharing Plan (MA) 2 · 0 off
Short Enterprises, Inc. Profit Sharing Plan and Trust (CO) 2 · 0 off

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 Luis a. Segarra Financial & Insurance Services Profit Sharing Plan assets move in 2024? ▼

Luis a. Segarra Financial & Insurance Services Profit Sharing Plan grew sharply - up 26.5% during 2024, from $2M to $3M. Reported net income was $154K.

How have Luis a. Segarra Financial & Insurance Services plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Luis a. Segarra Financial & Insurance Services's sponsor-wide assets grew 132.9%, from $2M to $4M.

Which Profit Sharing plans are similar in size to Luis a. Segarra Financial & Insurance Services Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Hill Petroleum, Inc. Profit Sharing Plan in AL ($3M, 25 participants).

Which Profit Sharing plans cover a similar participant headcount to Luis a. Segarra Financial & Insurance Services Profit Sharing 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).

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 660525786.