Profit Sharing · DOL Form 5500 · 2022

Jose C. Martin Rodriguez Profit Sharing Plan

Data updated 2026-08-25

$153K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$152,746
Avg per participant Above avg balance/head
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Official DOL plan name: Jose C. Martin Rodriguez Retirement Plan · Sponsored by Jose C. Martin Rodriguez · Puerto Rico · Healthcare & Social Assistance

$153K in assets, 1 participants

Jose C. Martin Rodriguez's Jose C. Martin Rodriguez Retirement Plan reported $153K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,191 in Healthcare & Social Assistance (20,060 peers)

Jose C. Martin Rodriguez multi-year trail

Jose C. Martin Rodriguez's plans moved +47.1% in assets from 2022 to 2024; this filing shows Jose C. Martin Rodriguez Retirement Plan at $153K / 1 participant.

#1,191
in Healthcare & Social Assistance (20,060 peers)
-24.6%
assets change YoY

The plan reported a net loss of $50K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jose C. Martin Rodriguez Retirement Plan among the smaller filed plans by assets

Jose C. Martin Rodriguez Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$152,746 9th percentile higher than 9% of 139,123 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 2022

Jose C. Martin Rodriguez Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jose C. Martin Rodriguez Retirement Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 660566915 · Jose C. Martin Rodriguez PY 2022 · Profit Sharing

Jose C. Martin Rodriguez Retirement Plan · $153K · 1 · 9th

  • VS-ST $153K
  • VS-ST 1
  • VS-ST 9th
  • VS-ST Profit Sharing
  • VS-ST near Hood Capital Company Retirement Plan
  • VS-ST ind #1191

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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →

Jose C. Martin Rodriguez Retirement Plan in the asset neighbourhood

Jose C. Martin Rodriguez Retirement PlanJose C. Martin Rodriguez Ret…$153KHood Capital Company Retirement PlanHood Capital Company Retirem…$153KTelgin Enterprises, Inc. Retirement PlanTelgin Enterprises, Inc. Ret…$153KStewart Hsieh, a Law Corporation Retirement TrustStewart Hsieh, a Law Corpora…$153KFidelity Defined Contrifbution Retirement Plan and TrustFidelity Defined Contrifbuti…$153K
End-of-year total assets ($M) among Jose C. Martin Rodriguez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Jose C. Martin Rodriguez multi-year asset trail

Sponsor-wide plan assets over time

All Jose C. Martin Rodriguez plans reported in each filing year

Latest sponsor-wide plan assets
$225K 47.144933418878395% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M 202220232024 $0.15M $0.22M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 1 $153K
2023 1 1 $193K
2024 1 1 $225K

Jose C. Martin Rodriguez filing trail (2022)

Total Assets (Beginning of Year)$203K
Net Assets (End of Year)$153K
Net Income-$50K
Employer EIN660566915
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose C. Martin Rodriguez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose C. Martin Rodriguez Retirement Plan, Total assets ($M): 0.152746 · Participants: 1Jose C. Martin Rodriguez Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
Jose C. Martin Rodriguez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose C. Martin Rodriguez Retirement Plan side-by-side with 3 peers →

Jose C. Martin Rodriguez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Hood Capital Company Retirement Plan in PA ($153K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jose C. Martin Rodriguez Retirement Plan assets move in 2022? ▼
Jose C. Martin Rodriguez Retirement Plan declined sharply - down 24.6% during 2022, from $203K to $153K. Reported net income was -$50K.
How have Jose C. Martin Rodriguez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose C. Martin Rodriguez's sponsor-wide assets grew 47.1%, from $153K to $225K.
Where does Jose C. Martin Rodriguez Retirement Plan rank by assets among Form 5500 filers? ▼
Jose C. Martin Rodriguez Retirement Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Jose C. Martin Rodriguez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hood Capital Company Retirement Plan in PA ($153K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose C. Martin Rodriguez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660566915.

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.