Profit Sharing · DOL Form 5500 · 2024

Rsm Puerto Rico Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
120
Participants Small participant base
44th
Percentile by assets National rank
$47,348
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rsm Puerto Rico 1081. 01 Retirement Plan · Sponsored by Rsm Puerto Rico · Puerto Rico · Professional & Technical Services

$6M in assets, 120 participants

Rsm Puerto Rico's Rsm Puerto Rico 1081. 01 Retirement Plan reported $6M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,494 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 1081. 01 Retirement Plan at $6M / 120 participants.

#8,494
in Professional & Technical Services (20,173 peers)
+24.0%
assets growth YoY

Rsm Puerto Rico 1081. 01 Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rsm Puerto Rico 1081. 01 Retirement Plan vs every filed plan by assets

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

$5,681,802 44th percentile higher than 44% 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 1081. 01 Retirement Plan among mid-size 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 1081. 01 Retirement Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rsm Puerto Rico 1081. 01 Retirement Plan reported net income rose from $806K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Rsm Puerto Rico 1081. 01 Retirement Plan reported participants rose from 94 in the plan year 2023 filing to 120 in the plan year 2024 filing.
  • Rsm Puerto Rico 1081. 01 Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

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

Rsm Puerto Rico 1081. 01 Retirement Plan · $6M · 120 · 44th

  • NET $6M
  • BOOK 120
  • VS-ST 44th
  • BOY Profit Sharing
  • SCH near Landex Research Inc.Profit Sharing Plan & Trust
  • EBSA ind #8494

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 1081. 01 Retirement Plan in the asset neighbourhood

Community in Schools of San Antonio 403(b) PlanCommunity in Schools of San …$6MRsm Puerto Rico 1081. 01 Retirement PlanRsm Puerto Rico 1081. 01 Ret…$6MLandex Research Inc.Profit Sharing Plan & TrustLandex Research Inc.Profit S…$6ML.a. Family Housing Retirement PlanL.a. Family Housing Retireme…$6MProvident Charter School 403(b) PlanProvident Charter School 403…$6M
End-of-year total assets ($M) among Rsm Puerto Rico 1081. 01 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)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN660388756
Plan Effective Date1988-07-01
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 1081. 01 Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Rsm Puerto Rico 1081. 01 Retirement Plan, Total assets ($M): 5.681802 · Participants: 120Rsm Puerto Rico 1081. 01 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 1081. 01 Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Rsm Puerto Rico 1081. 01 Retirement Plan side-by-side with 3 peers →

Rsm Puerto Rico 1081. 01 Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Landex Research Inc.Profit Sharing Plan & Trust in IL ($6M); by covered participants it is Agri-Starts, Inc. Profit Sharing Plan in FL (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 1081. 01 Retirement Plan assets move in 2024? ▼
Rsm Puerto Rico 1081. 01 Retirement Plan grew sharply - up 24.0% during 2024, from $5M to $6M. Reported net income was $1M.
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 1081. 01 Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Landex Research Inc.Profit Sharing Plan & Trust in IL ($6M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Rsm Puerto Rico 1081. 01 Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Agri-Starts, Inc. Profit Sharing Plan in FL (120 participants, $4M 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.