Profit Sharing · DOL Form 5500 · 2024

Pietrantoni Mendez & Alvarez LLC Profit Sharing Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
94
Participants Small participant base
82nd
Percentile by assets National rank
$457,709
Avg per participant High balance/head
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Official DOL plan name: Pma Retirement Savings Plan · Sponsored by Pietrantoni Mendez & Alvarez LLC · Puerto Rico · Professional & Technical Services

$43M in assets, 94 participants

Pietrantoni Mendez & Alvarez LLC's Pma Retirement Savings Plan reported $43M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,724 in Professional & Technical Services (20,173 peers)

Where Pma Retirement Savings Plan sits by assets

Pma Retirement Savings Plan sits in the top quartile of all filed plans by assets, $43M for 94 participants (~$457,709/participant), down 4.2% in 2024.

#16,724
in Professional & Technical Services (20,173 peers)
-4.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pma Retirement Savings Plan's outsized position by total assets

Pma Retirement Savings Plan vs every filed plan by assets

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

$43,024,680 Top 18% higher than 82% 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

Pma Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pma Retirement Savings Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pma Retirement Savings Plan reported net income fell from $8M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Pma Retirement Savings Plan reported participants rose from 88 in the plan year 2023 filing to 94 in the plan year 2024 filing.
  • Pma Retirement Savings Plan end-of-year assets fell from $45M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660488206 · Pietrantoni Mendez & Alvarez LLC PY 2024 · Profit Sharing

Pma Retirement Savings Plan · $43M · 94 · 82nd

  • NET $43M
  • NET 94
  • NET 82nd
  • NET Profit Sharing
  • NET near Otter Tail Corporation Employee Stock Ownership Plan
  • NET ind #16724

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 →

Pma Retirement Savings Plan in the asset neighbourhood

Pma Retirement Savings Plan$43MOtter Tail Corporation Employee Stock Ownership PlanOtter Tail Corporation Emplo…$43MUniversity Pediatric Associates Retirement PlanUniversity Pediatric Associa…$43MThe Episcopal Academy 401(a) Defined Contribution Retirement PlanThe Episcopal Academy 401(a)…$43MThe Lighthouse for the Blind, Inc. Tax-Deferred Annuity PlanThe Lighthouse for the Blind…$43M
End-of-year total assets ($M) among Pma Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$43M
Net Income-$2M
Employer EIN660488206
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pietrantoni Mendez & Alvarez LLC)

Sponsor-wide plan assets over time

All Pietrantoni Mendez & Alvarez LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 15.491840390458469% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.3M $43M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 84 $37M
2023 1 88 $45M
2024 1 94 $43M

Nearby Profit Sharing Plans in Puerto Rico

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

Pma Retirement Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 02004006008001000 Total assets ($M) Participants Pma Retirement Savings Plan, Total assets ($M): 43.02468 · Participants: 94Pma Retirement Savings 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
Pma Retirement Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Pma Retirement Savings Plan side-by-side with 3 peers →

Pma Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Otter Tail Corporation Employee Stock Ownership Plan in MN ($43M); by covered participants it is Kaskaskia Workshop, Inc. Profit Sharing Plan in IL (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Pma Retirement Savings Plan assets move in 2024? ▼
Pma Retirement Savings Plan edged down modestly - down 4.2% during 2024, from $45M to $43M. Reported net income was -$2M.
How have Pietrantoni Mendez & Alvarez LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pietrantoni Mendez & Alvarez LLC's sponsor-wide assets grew 15.5%, from $37M to $43M.
Where does Pma Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Pma Retirement Savings Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Pma Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Otter Tail Corporation Employee Stock Ownership Plan in MN ($43M, 816 participants).
Which Profit Sharing plans cover a similar participant headcount to Pma Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Kaskaskia Workshop, Inc. Profit Sharing Plan in IL (94 participants, $13M 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 660488206.

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.