Profit Sharing · DOL Form 5500 · 2024

Baldwin School Profit Sharing Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
146
Participants Small participant base
62nd
Percentile by assets National rank
$90,027
Avg per participant Below avg balance/head
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Official DOL plan name: The Baldwin School of P.R. Profit Sharing Plan · Sponsored by Baldwin School · Puerto Rico · Educational Services

$13M in assets, 146 participants

Baldwin School's The Baldwin School of P.R. Profit Sharing Plan reported $13M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,613 in Educational Services (3,638 peers)

Baldwin School multi-year trail

Baldwin School's plans moved +30.3% in assets from 2022 to 2024; this filing shows The Baldwin School of P.R. Profit Sharing Plan at $13M / 146 participants.

#1,613
in Educational Services (3,638 peers)
+14.0%
assets growth YoY

The Baldwin School of P.R. Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers

The Baldwin School of P.R. Profit Sharing Plan vs every filed plan by assets

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

$13,143,983 Top 38% higher than 62% 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

The Baldwin School of P.R. Profit Sharing 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. The Baldwin School of P.R. Profit Sharing Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Baldwin School of P.R. Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • The Baldwin School of P.R. Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Baldwin School of P.R. Profit Sharing Plan reported participants rose from 139 in the plan year 2023 filing to 146 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660272821 · Baldwin School PY 2024 · Profit Sharing

The Baldwin School of P.R. Profit Sharing Plan · $13M · 146 · 62nd

  • EOY $13M
  • EOY 146
  • EOY 62nd
  • EOY Profit Sharing
  • EOY near Gilster-Mary Lee Corp Employees Profit Sharing Retirement Trust
  • EOY ind #1613

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 Educational Services retirement plans → · Plans in Puerto Rico →

The Baldwin School of P.R. Profit Sharing Plan in the asset neighbourhood

Family Health Center of Worcester, Inc. 403(b) PlanFamily Health Center of Worc…$13MContractors and Employees Retirement PlanContractors and Employees Re…$13MHannahan Endodontic Group, P.C. Profit Sharing PlanHannahan Endodontic Group, P…$13MGilster-Mary Lee Corp Employees Profit Sharing Retirement TrustGilster-Mary Lee Corp Employ…$13MThe Baldwin School of P.R. Profit Sharing PlanThe Baldwin School of P.R. P…$13M
End-of-year total assets ($M) among The Baldwin School of P.R. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Baldwin School multi-year asset trail

Sponsor-wide plan assets over time

All Baldwin School plans reported in each filing year

Latest sponsor-wide plan assets
$13M 30.332369787442147% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.1M $13.1M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 135 $10M
2023 1 139 $12M
2024 1 146 $13M

Baldwin School filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN660272821
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

The Baldwin School of P.R. Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants The Baldwin School of P.R. Profit Sharing Plan, Total assets ($M): 13.143983 · Participants: 146The Baldwin School of P.R. Profit Sharing 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
The Baldwin School of P.R. Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

The Baldwin School of P.R. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Gilster-Mary Lee Corp Employees Profit Sharing Retirement Trust in IL ($13M); by covered participants it is Juniper Ring Acquisitions, LLC 401(k) Plan in NY (146 participants). Same-state nearby plans are listed separately above.

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 The Baldwin School of P.R. Profit Sharing Plan assets move in 2024?
The Baldwin School of P.R. Profit Sharing Plan grew at a solid clip - up 14.0% during 2024, from $12M to $13M. Reported net income was $2M.
How have Baldwin School plan assets changed over time?
Across 3 plan years on file (2022-2024), Baldwin School's sponsor-wide assets grew 30.3%, from $10M to $13M.
Which Profit Sharing plans are similar in size to The Baldwin School of P.R. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Gilster-Mary Lee Corp Employees Profit Sharing Retirement Trust in IL ($13M, 3,212 participants).
Which Profit Sharing plans cover a similar participant headcount to The Baldwin School of P.R. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Juniper Ring Acquisitions, LLC 401(k) Plan in NY (146 participants, $3M in assets).