Profit Sharing · DOL Form 5500 · 2022
Jose C. Casellas Castillo Profit Sharing Plan
Data updated 2026-08-25
- $552K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $184,089
- Avg per participant Above avg balance/head
Official DOL plan name: J. Casellas & H. Mendez Retirement Plan · Sponsored by Jose C. Casellas Castillo · Puerto Rico · Healthcare & Social Assistance
$552K in assets, 3 participants
Jose C. Casellas Castillo's J. Casellas & H. Mendez Retirement Plan reported $552K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.
- #3,046 in Healthcare & Social Assistance (20,060 peers)
Jose C. Casellas Castillo multi-year trail
Jose C. Casellas Castillo's plans moved +22.3% in assets from 2022 to 2024; this filing shows J. Casellas & H. Mendez Retirement Plan at $552K / 3 participants.
- #3,046
- in Healthcare & Social Assistance (20,060 peers)
- -6.9%
- assets change YoY
The plan reported a net loss of $41K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J. Casellas & H. Mendez Retirement Plan among the smaller filed plans by assets
J. Casellas & H. Mendez Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$552,266 19th percentile higher than 19% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
J. Casellas & H. Mendez 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. J. Casellas & H. Mendez Retirement Plan is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 584833018 · Jose C. Casellas Castillo PY 2022 · Profit Sharing
J. Casellas & H. Mendez Retirement Plan · $552K · 3 · 19th
- SCH $552K
- SCH 3
- SCH 19th
- SCH Profit Sharing
- SCH near M.a.D.E. Ventures, Inc. Retirement Plan
- SCH ind #3046
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 →
J. Casellas & H. Mendez Retirement Plan in the asset neighbourhood
Jose C. Casellas Castillo multi-year asset trail
Sponsor-wide plan assets over time
All Jose C. Casellas Castillo plans reported in each filing year
- Latest sponsor-wide plan assets
- $675K 22.31297961489572% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $552K |
| 2023 | 1 | 3 | $614K |
| 2024 | 1 | 3 | $675K |
Jose C. Casellas Castillo filing trail (2022)
| Total Assets (Beginning of Year) | $593K |
|---|---|
| Net Assets (End of Year) | $552K |
| Net Income | -$41K |
| Employer EIN | 584833018 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing, Limited $611M · 2,614
- Popular, Inc. Pr Savings and Investment Plan $561M · 7,773
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $336M · 1,038
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $158M · 743
- The Oriental Bank Coda Profit Sharing Plan $110M · 2,082
J. Casellas & H. Mendez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is M.a.D.E. Ventures, Inc. Retirement Plan in NC ($552K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($552K here).
- M.a.D.E. Ventures, Inc. Retirement Plan (NC) $552K · 2
- Full Circle Holdings Inc. Retirement Plan (AZ) $552K · 6
- R & M Farms Inc Pension Plan (MN) $552K · 4
- P.a.M. Atc Enterprises Inc. Retirement Plan (TX) $552K · 2
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); 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.