Profit Sharing · DOL Form 5500 · 2024

Rsm Puerto Rico Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
9
Participants Small participant base
41st
Percentile by assets National rank
$533,905
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rsm Puerto Rico Profit Sharing Retirement Plan · Sponsored by Rsm Puerto Rico · Puerto Rico · Professional & Technical Services

$5M in assets, 9 participants

Rsm Puerto Rico's Rsm Puerto Rico Profit Sharing Retirement Plan reported $5M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,817 in Professional & Technical Services (20,173 peers)

Rsm Puerto Rico multi-year trail

Rsm Puerto Rico's plans moved +33.5% in assets from 2022 to 2024; this filing shows Rsm Puerto Rico Profit Sharing Retirement Plan at $5M / 9 participants.

#7,817
in Professional & Technical Services (20,173 peers)
+13.9%
assets growth YoY

Rsm Puerto Rico Profit Sharing Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rsm Puerto Rico Profit Sharing Retirement Plan vs every filed plan by assets

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

$4,805,147 41st percentile higher than 41% 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

Rsm Puerto Rico Profit Sharing 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. Rsm Puerto Rico Profit Sharing Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rsm Puerto Rico Profit Sharing Retirement Plan reported net income rose from $140K in the plan year 2023 filing to $587K in the plan year 2024 filing.
  • Rsm Puerto Rico Profit Sharing Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Rsm Puerto Rico Profit Sharing Retirement Plan reported participants fell from 10 in the plan year 2023 filing to 9 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660388756 · Rsm Puerto Rico PY 2024 · Profit Sharing

Rsm Puerto Rico Profit Sharing Retirement Plan · $5M · 9 · 41st

  • EIN $5M
  • RANK 9
  • PHOTO 41st
  • IND Profit Sharing
  • EOY near Epstein Properties Co Inc Profit-Sharing Plan
  • 5500 ind #7817

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 →

Rsm Puerto Rico Profit Sharing Retirement Plan in the asset neighbourhood

Rsm Puerto Rico Profit Sharing Retirement PlanRsm Puerto Rico Profit Shari…$5MStewart G Greisman M.D. Profit Sharing Pension PlanStewart G Greisman M.D. Prof…$5MBethel Electrical Contracting Ltd Profit Sharing PlanBethel Electrical Contractin…$5MEpstein Properties Co Inc Profit-Sharing PlanEpstein Properties Co Inc Pr…$5MThe Contractors Retirement PlanThe Contractors Retirement P…$5M
End-of-year total assets ($M) among Rsm Puerto Rico Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Rsm Puerto Rico multi-year asset trail

Sponsor-wide plan assets over time

All Rsm Puerto Rico plans reported in each filing year

Latest sponsor-wide plan assets
$10M 33.4980542949042% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.86M $10.5M ▲ +33.5%
Year Plans Participants Total Assets
2022 2 173 $8M
2023 2 104 $9M
2024 2 129 $10M

Rsm Puerto Rico filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$587K
Employer EIN660388756
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Rsm Puerto Rico Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Rsm Puerto Rico Profit Sharing Retirement Plan, Total assets ($M): 4.805147 · Participants: 9Rsm Puerto Rico Profit Sharing 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
Rsm Puerto Rico Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Rsm Puerto Rico Profit Sharing Retirement Plan side-by-side with 3 peers →

Rsm Puerto Rico Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Epstein Properties Co Inc Profit-Sharing Plan in AZ ($5M); by covered participants it is Mab Financial Services, Inc. Retirement Plan in MD (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Rsm Puerto Rico Profit Sharing Retirement Plan assets move in 2024? ▼
Rsm Puerto Rico Profit Sharing Retirement Plan grew at a solid clip - up 13.9% during 2024, from $4M to $5M. Reported net income was $587K.
How have Rsm Puerto Rico plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rsm Puerto Rico's sponsor-wide assets grew 33.5%, from $8M to $10M.
Which Profit Sharing plans are similar in size to Rsm Puerto Rico Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Epstein Properties Co Inc Profit-Sharing Plan in AZ ($5M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Rsm Puerto Rico Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mab Financial Services, Inc. Retirement Plan in MD (9 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660388756.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.