Profit Sharing · DOL Form 5500 · 2024

Mendez & Co., Inc. Profit Sharing Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
515
Participants Below avg headcount
74th
Percentile by assets National rank
$48,063
Avg per participant Low balance/head
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Official DOL plan name: Mendez & Co., Inc. Retirement Plan · Sponsored by Mendez & Co., Inc. · Puerto Rico · Wholesale Trade

$25M in assets, 515 participants

Mendez & Co., Inc.'s Mendez & Co., Inc. Retirement Plan reported $25M in total assets and 515 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,347 in Wholesale Trade (6,080 peers)

Coverage in Puerto Rico

Mendez & Co., Inc. Retirement Plan covers 515 participants in Puerto Rico, 5.8x the typical Puerto Rico plan (state average ~89 per filing). Assets: $25M.

#4,347
in Wholesale Trade (6,080 peers)
+15.3%
assets growth YoY

Mendez & Co., Inc. Retirement Plan's outsized position by total assets

Mendez & Co., Inc. Retirement Plan vs every filed plan by assets

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

$24,752,593 Top 26% higher than 74% 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

Mendez & Co., Inc. 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. Mendez & Co., Inc. Retirement Plan sits mid-pack in the medium band (515 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mendez & Co., Inc. Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Mendez & Co., Inc. Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Mendez & Co., Inc. Retirement Plan reported participants rose from 496 in the plan year 2023 filing to 515 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660177198 · Mendez & Co., Inc. PY 2024 · Profit Sharing

Mendez & Co., Inc. Retirement Plan · $25M · 515 · 74th

  • PCT $25M
  • PCT 515
  • PCT 74th
  • PCT Profit Sharing
  • PCT near Element Care, Inc. 403(b) Plan
  • PCT ind #4347

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 Wholesale Trade retirement plans → · Plans in Puerto Rico →

Mendez & Co., Inc. Retirement Plan in the asset neighbourhood

Milwaukee Center for Independence, Inc. and Affiliates 403(b) PlanMilwaukee Center for Indepen…$25MMendez & Co., Inc. Retirement PlanMendez & Co., Inc. Retiremen…$25MElement Care, Inc. 403(b) PlanElement Care, Inc. 403(b) Pl…$25MThe Wooster Brush Company Profit Sharing Plan No. 2The Wooster Brush Company Pr…$25MThe Deron School Retirement PlanThe Deron School Retirement …$25M
End-of-year total assets ($M) among Mendez & Co., Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN660177198
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mendez & Co., Inc.)

Sponsor-wide plan assets over time

All Mendez & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 19.24832274165505% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $30.9M $25M ▼ -19.2%
Year Plans Participants Total Assets
2022 2 488 $31M
2023 2 505 $24M
2024 2 515 $25M

Nearby Profit Sharing Plans in Puerto Rico

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

Mendez & Co., Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -20002004006008001000 Total assets ($M) Participants Mendez & Co., Inc. Retirement Plan, Total assets ($M): 24.752593 · Participants: 515Mendez & Co., Inc. 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
Mendez & Co., Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Mendez & Co., Inc. Retirement Plan side-by-side with 3 peers →

Mendez & Co., Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Element Care, Inc. 403(b) Plan in MA ($25M); by covered participants it is 403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc. in AZ (515 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 Mendez & Co., Inc. Retirement Plan assets move in 2024? ▼
Mendez & Co., Inc. Retirement Plan grew sharply - up 15.3% during 2024, from $21M to $25M. Reported net income was $3M.
How have Mendez & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mendez & Co., Inc.'s sponsor-wide assets declined 19.2%, from $31M to $25M.
Which Profit Sharing plans are similar in size to Mendez & Co., Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Element Care, Inc. 403(b) Plan in MA ($25M, 359 participants).
Which Profit Sharing plans cover a similar participant headcount to Mendez & Co., Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is 403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc. in AZ (515 participants, $7M 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 660177198.

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.