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
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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

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

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.

See the national 2023→2024 release diff →

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

Santiago Ramos Segarra Retirement PlanSantiago Ramos Segarra Retir…$1MMartin General Engineering, Inc. Profit Sharing PlanMartin General Engineering, …$1MSepsp Mary Beth Krafty Md$1MBenjamin Chu M.D. Inc. Profit Sharing PlanBenjamin Chu M.D. Inc. Profi…$1MBooker, Arceneaux & Laskowski LLP Retirement PlanBooker, Arceneaux & Laskowsk…$1M
End-of-year total assets ($M) among Santiago Ramos Segarra Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$1K
Employer EIN582944969
Plan Effective Date2004-04-28
Filing StatusFILING 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
$1.16M$1.18M$1.2M$1.22M$1.24M 202220232024 $1.17M $1.23M ▲ +5.1%
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.

Santiago Ramos Segarra Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Santiago Ramos Segarra Retirement Plan, Total assets ($M): 1.231963 · Participants: 1Santiago Ramos Segarra Retirement 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
Santiago Ramos Segarra Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

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.

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.

Frequently Asked Questions

How did Santiago Ramos Segarra Retirement Plan assets move in 2024?
Santiago Ramos Segarra Retirement Plan held essentially flat - down 0.1% during 2024, from $1M to $1M. Reported net income was -$1K.
How have Santiago Ramos Segarra plan assets changed over time?
Across 3 plan years on file (2022-2024), Santiago Ramos Segarra's sponsor-wide assets grew 5.3%, from $1M to $1M.
Where does Santiago Ramos Segarra Retirement Plan rank by assets among Form 5500 filers?
Santiago Ramos Segarra Retirement Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Santiago Ramos Segarra Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Martin General Engineering, Inc. Profit Sharing Plan in CA ($1M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Santiago Ramos Segarra Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).