Profit Sharing · DOL Form 5500 · 2024

Bermudez, Longo, Diaz-Masso, LLC. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
410
Participants Below avg headcount
57th
Percentile by assets National rank
$25,481
Avg per participant Low balance/head
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Official DOL plan name: Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan · Sponsored by Bermudez, Longo, Diaz-Masso, LLC. · Puerto Rico · Construction

$10M in assets, 410 participants

Bermudez, Longo, Diaz-Masso, LLC.'s Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan reported $10M in total assets and 410 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #4,965 in Construction (9,039 peers)

Coverage in Puerto Rico

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan covers 410 participants in Puerto Rico, 4.6x the typical Puerto Rico plan (state average ~89 per filing). Assets: $10M.

#4,965
in Construction (9,039 peers)
+18.2%
assets growth YoY

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan's mid-pack asset rank among Construction and all filers

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan vs every filed plan by assets

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

$10,447,251 Top 43% higher than 57% 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

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension 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. Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan sits mid-pack in the medium band (410 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan reported participants rose from 403 in the plan year 2023 filing to 410 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660454618 · Bermudez, Longo, Diaz-Masso, LLC. PY 2024 · Profit Sharing

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan · $10M · 410 · 57th

  • PART $10M
  • TYPE 410
  • NET 57th
  • BOOK Profit Sharing
  • VS-ST near Bowman Plating Company, Inc. Profit Sharing Plan
  • BOY ind #4965

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 Construction retirement plans → · Plans in Puerto Rico →

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan in the asset neighbourhood

Midland Emerg. Room Employee Profit Sharing PlanMidland Emerg. Room Employee…$10MCastle Family Health Centers, Inc. 403(b) PlanCastle Family Health Centers…$10MNewport Sales, Inc./M&h Cosmetics, Inc. Profit Sharing PlanNewport Sales, Inc./M&h Cosm…$10MBermudez, Longo, Diaz-Masso, LLC 401(k) Pension PlanBermudez, Longo, Diaz-Masso,…$10MBowman Plating Company, Inc. Profit Sharing PlanBowman Plating Company, Inc.…$10M
End-of-year total assets ($M) among Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN660454618
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bermudez, Longo, Diaz-Masso, LLC.)

Sponsor-wide plan assets over time

All Bermudez, Longo, Diaz-Masso, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 46.10217788684017% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.15M $10.5M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 427 $7M
2023 1 403 $9M
2024 1 410 $10M

Nearby Profit Sharing Plans in Puerto Rico

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

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -20002004006008001000 Total assets ($M) Participants Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan, Total assets ($M): 10.447251 · Participants: 410Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension 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
Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Bowman Plating Company, Inc. Profit Sharing Plan in CA ($10M); by covered participants it is Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund in NJ (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 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 Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan assets move in 2024?
Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan grew sharply - up 18.2% during 2024, from $9M to $10M. Reported net income was $2M.
How have Bermudez, Longo, Diaz-Masso, LLC. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bermudez, Longo, Diaz-Masso, LLC.'s sponsor-wide assets grew 46.1%, from $7M to $10M.
Which Profit Sharing plans are similar in size to Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan?
Among Profit Sharing plans in other states, the closest by assets is Bowman Plating Company, Inc. Profit Sharing Plan in CA ($10M, 152 participants).
Which Profit Sharing plans cover a similar participant headcount to Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund in NJ (410 participants, $158M in assets).