Profit Sharing · DOL Form 5500 · 2024
Gonzalez Fiol & Surillo Pumarada Profit Sharing Plan
Data updated 2026-08-25
- $961K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $480,362
- Avg per participant High balance/head
Official DOL plan name: Gf & Sp Retirement Plan Trust · Sponsored by Gonzalez Fiol & Surillo Pumarada · Puerto Rico · Professional & Technical Services
$961K in assets, 2 participants
Gonzalez Fiol & Surillo Pumarada's Gf & Sp Retirement Plan Trust reported $961K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,598 in Professional & Technical Services (20,173 peers)
Gonzalez Fiol & Surillo Pumarada multi-year trail
Gonzalez Fiol & Surillo Pumarada's plans moved +42.0% in assets from 2022 to 2024; this filing shows Gf & Sp Retirement Plan Trust at $961K / 2 participants.
- #3,598
- in Professional & Technical Services (20,173 peers)
- +22.1%
- assets growth YoY
Gf & Sp Retirement Plan Trust among the smaller filed plans by assets
Gf & Sp Retirement Plan Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$960,723 23rd percentile higher than 23% 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
Gf & Sp Retirement Plan Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gf & Sp Retirement Plan Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gf & Sp Retirement Plan Trust reported net income rose from $125K in the plan year 2023 filing to $168K in the plan year 2024 filing.
- Gf & Sp Retirement Plan Trust end-of-year assets rose from $787K in the plan year 2023 filing to $961K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 660565922 · Gonzalez Fiol & Surillo Pumarada PY 2024 · Profit Sharing
Gf & Sp Retirement Plan Trust · $961K · 2 · 23rd
- RANK $961K
- RANK 2
- RANK 23rd
- RANK Profit Sharing
- RANK near Broadwater Partners Inc. Retirement Plan
- RANK ind #3598
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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →
Gf & Sp Retirement Plan Trust in the asset neighbourhood
Gonzalez Fiol & Surillo Pumarada multi-year asset trail
Sponsor-wide plan assets over time
All Gonzalez Fiol & Surillo Pumarada plans reported in each filing year
- Latest sponsor-wide plan assets
- $961K 41.95310502978033% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $677K |
| 2023 | 1 | 2 | $787K |
| 2024 | 1 | 2 | $961K |
Gonzalez Fiol & Surillo Pumarada filing trail (2024)
| Total Assets (Beginning of Year) | $787K |
|---|---|
| Net Assets (End of Year) | $893K |
| Net Income | $168K |
| Employer EIN | 660565922 |
| Plan Effective Date | 1998-01-01 |
| 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
Gf & Sp Retirement Plan Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Broadwater Partners Inc. Retirement Plan in MD ($961K); 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 ($961K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.