Profit Sharing · DOL Form 5500 · 2024
Jose J. Lopez Agudo Oftalmologo, Csp Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $388,947
- Avg per participant High balance/head
Official DOL plan name: Jose J. Lopez Agudo Oftalmologo, Csp Retirement Plan · Sponsored by Jose J. Lopez Agudo Oftalmologo, Csp · Puerto Rico · Professional & Technical Services
$1M in assets, 3 participants
Jose J. Lopez Agudo Oftalmologo, Csp's Jose J. Lopez Agudo Oftalmologo, Csp Retirement Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #3,937 in Professional & Technical Services (20,173 peers)
2024 asset change
Jose J. Lopez Agudo Oftalmologo, Csp Retirement Plan pulled back noticeably 11.9% in 2024 ($1M → $1M) for 3 participants.
- #3,937
- in Professional & Technical Services (20,173 peers)
- -11.9%
- assets change YoY
The plan reported a net loss of $157K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jose J. Lopez Agudo Oftalmologo, Csp Retirement Plan among the smaller filed plans by assets
Jose J. Lopez Agudo Oftalmologo, Csp Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,166,841 24th percentile higher than 24% 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
Jose J. Lopez Agudo Oftalmologo, Csp 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. Jose J. Lopez Agudo Oftalmologo, Csp Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jose J. Lopez Agudo Oftalmologo, Csp Retirement Plan reported net income fell from $200K in the plan year 2023 filing to -$157K in the plan year 2024 filing.
- Jose J. Lopez Agudo Oftalmologo, Csp Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 660542410 · Jose J. Lopez Agudo Oftalmologo, Csp PY 2024 · Profit Sharing
Jose J. Lopez Agudo Oftalmologo, Csp Retirement Plan · $1M · 3 · 24th
- EIN $1M
- RANK 3
- PHOTO 24th
- IND Profit Sharing
- EOY near Edelman Jankow Co. Inc. Profit Sharing Plan & Trust
- 5500 ind #3937
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 →
Jose J. Lopez Agudo Oftalmologo, Csp Retirement Plan in the asset neighbourhood
Jose J. Lopez Agudo Oftalmologo, Csp years around the 2024 move
Sponsor-wide plan assets over time
All Jose J. Lopez Agudo Oftalmologo, Csp plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 3.7708548255131444% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $1M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | $1M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$157K |
| Employer EIN | 660542410 |
| Plan Effective Date | 2006-01-01 |
| 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
Jose J. Lopez Agudo Oftalmologo, Csp Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Edelman Jankow Co. Inc. Profit Sharing Plan & Trust in IL ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). 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 (3 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.