Profit Sharing · DOL Form 5500 · 2024
Gonzalez Trading, LLC Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $10,614
- Avg per participant Low balance/head
Official DOL plan name: Gonzalez Trading Retirement Plan · Sponsored by Gonzalez Trading, LLC · Puerto Rico · Real Estate
$2M in assets, 152 participants
Gonzalez Trading, LLC's Gonzalez Trading Retirement Plan reported $2M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #2,102 in Real Estate (4,605 peers)
Gonzalez Trading, LLC multi-year trail
Gonzalez Trading, LLC's plans moved +217.2% in assets from 2022 to 2024; this filing shows Gonzalez Trading Retirement Plan at $2M / 152 participants.
- #2,102
- in Real Estate (4,605 peers)
- +53.1%
- assets growth YoY
Gonzalez Trading Retirement Plan among the smaller filed plans by assets
Gonzalez Trading Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,613,356 27th percentile higher than 27% 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
Gonzalez Trading 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. Gonzalez Trading Retirement Plan sits mid-pack in the medium band (152 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gonzalez Trading Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Gonzalez Trading Retirement Plan reported participants rose from 134 in the plan year 2023 filing to 152 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 660255916 · Gonzalez Trading, LLC PY 2024 · Profit Sharing
Gonzalez Trading Retirement Plan · $2M · 152 · 27th
- RANK $2M
- PHOTO 152
- IND 27th
- EOY Profit Sharing
- 5500 near Magnolia Home Solutions, Inc. Retirement Plan
- ASSETS ind #2102
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 Real Estate retirement plans → · Plans in Puerto Rico →
Gonzalez Trading Retirement Plan in the asset neighbourhood
Gonzalez Trading, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Gonzalez Trading, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 217.2350600116405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $509K |
| 2023 | 1 | 134 | $1M |
| 2024 | 1 | 152 | $2M |
Gonzalez Trading, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $559K |
| Employer EIN | 660255916 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
Gonzalez Trading Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Magnolia Home Solutions, Inc. Retirement Plan in TN ($2M); by covered participants it is Florida Health Care Plan, Inc. 403(b) Plan in FL (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.
- Florida Health Care Plan, Inc. 403(b) Plan (FL) 152 · 0 off
- Bowman Plating Company, Inc. Profit Sharing Plan (CA) 152 · 0 off
- Connors Group Safe Harbor 401(k) Profit Sharing Plan (PA) 152 · 0 off
- The Plumbers and Pipefitters of Southeastern Alaska Employees Supplemental Retirement Plan (AK) 152 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.