Profit Sharing · DOL Form 5500 · 2024
Malley Tamargo & Melendez-Sauri LLC 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: Malley Tamargo & Melendez-Sauri LLC, Retirement Plan · Sponsored by Malley Tamargo & Melendez-Sauri LLC · Puerto Rico · Professional & Technical Services
$1M in assets, 1 participants
Malley Tamargo & Melendez-Sauri LLC's Malley Tamargo & Melendez-Sauri LLC, 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.
- #4,055 in Professional & Technical Services (20,173 peers)
Malley Tamargo & Melendez-Sauri LLC multi-year trail
Malley Tamargo & Melendez-Sauri LLC's plans moved +24.4% in assets from 2022 to 2024; this filing shows Malley Tamargo & Melendez-Sauri LLC, Retirement Plan at $1M / 1 participant.
- #4,055
- in Professional & Technical Services (20,173 peers)
- +7.3%
- assets growth YoY
Malley Tamargo & Melendez-Sauri LLC, Retirement Plan among the smaller filed plans by assets
Malley Tamargo & Melendez-Sauri LLC, Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,239,588 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
Malley Tamargo & Melendez-Sauri LLC, 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. Malley Tamargo & Melendez-Sauri LLC, Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Malley Tamargo & Melendez-Sauri LLC, Retirement Plan reported net income fell from $158K in the plan year 2023 filing to $85K in the plan year 2024 filing.
- Malley Tamargo & Melendez-Sauri LLC, Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 660751632 · Malley Tamargo & Melendez-Sauri LLC PY 2024 · Profit Sharing
Malley Tamargo & Melendez-Sauri LLC, Retirement Plan · $1M · 1 · 25th
- EIN $1M
- RANK 1
- PHOTO 25th
- IND Profit Sharing
- EOY near Reed R Krueger & Associates Profit Sharing Plan & Trust
- 5500 ind #4055
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 →
Malley Tamargo & Melendez-Sauri LLC, Retirement Plan in the asset neighbourhood
Malley Tamargo & Melendez-Sauri LLC multi-year asset trail
Sponsor-wide plan assets over time
All Malley Tamargo & Melendez-Sauri LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 24.37208844991908% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $997K |
| 2023 | 1 | 1 | $1M |
| 2024 | 1 | 1 | $1M |
Malley Tamargo & Melendez-Sauri LLC filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $85K |
| Employer EIN | 660751632 |
| Plan Effective Date | 2013-01-01 |
| 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
Malley Tamargo & Melendez-Sauri LLC, Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Reed R Krueger & Associates Profit Sharing Plan & Trust in IL ($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.