Profit Sharing · DOL Form 5500 · 2024
Santiago Ramos Segarra Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Santiago Ramos Segarra Retirement Plan · Sponsored by Santiago Ramos Segarra · Puerto Rico · Finance & Insurance
$1M in assets, 1 participants
Santiago Ramos Segarra's Santiago Ramos Segarra Retirement Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #1,264 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Santiago Ramos Segarra Retirement Plan holds $1M for 1 participant - about $1.2M per participant, in the lower half of filed plans by assets.
- #1,264
- in Finance & Insurance (8,549 peers)
- -0.1%
- assets change YoY
The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Santiago Ramos Segarra Retirement Plan among the smaller filed plans by assets
Santiago Ramos Segarra Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,231,963 25th percentile higher than 25% 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
Santiago Ramos Segarra 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. Santiago Ramos Segarra Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Santiago Ramos Segarra Retirement Plan reported net income fell from $63K in the plan year 2023 filing to -$1K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 582944969 · Santiago Ramos Segarra PY 2024 · Profit Sharing
Santiago Ramos Segarra Retirement Plan · $1M · 1 · 25th
- NET $1M
- NET 1
- NET 25th
- NET Profit Sharing
- NET near Martin General Engineering, Inc. Profit Sharing Plan
- NET ind #1264
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 →
Santiago Ramos Segarra Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$1K |
| Employer EIN | 582944969 |
| Plan Effective Date | 2004-04-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santiago Ramos Segarra)
Sponsor-wide plan assets over time
All Santiago Ramos Segarra plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 5.255230239915656% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 1 | $1M |
| 2024 | 1 | 1 | $1M |
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
Santiago Ramos Segarra Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Martin General Engineering, Inc. Profit Sharing Plan in CA ($1M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.