Profit Sharing · DOL Form 5500 · 2022

Jose R. Santana Romero Profit Sharing Plan

Data updated 2026-08-25

$89K
Total assets Small plan by assets
1
Participants Small participant base
6th
Percentile by assets National rank
$89,451
Avg per participant Below avg balance/head
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Official DOL plan name: Jose R. Santana Romero Retirement Plan · Sponsored by Jose R. Santana Romero · Puerto Rico · Healthcare & Social Assistance

$89K in assets, 1 participants

Jose R. Santana Romero's Jose R. Santana Romero Retirement Plan reported $89K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 6th 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.

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

Jose R. Santana Romero multi-year trail

Jose R. Santana Romero's plans moved +63.9% in assets from 2022 to 2024; this filing shows Jose R. Santana Romero Retirement Plan at $89K / 1 participant.

#740
in Healthcare & Social Assistance (20,060 peers)
-10.7%
assets change YoY

The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jose R. Santana Romero Retirement Plan among the smaller filed plans by assets

Jose R. Santana Romero Retirement Plan vs every filed plan by assets

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

$89,451 6th percentile higher than 6% 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 R. Santana Romero 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 R. Santana Romero Retirement Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 584700870 · Jose R. Santana Romero PY 2022 · Profit Sharing

Jose R. Santana Romero Retirement Plan · $89K · 1 · 6th

  • VS-ST $89K
  • BOY 1
  • SCH 6th
  • EBSA Profit Sharing
  • PART near Mcchesney and Dale, P.C. Profit Sharing Plan
  • TYPE ind #740

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 R. Santana Romero Retirement Plan in the asset neighbourhood

Jose R. Santana Romero Retirement PlanJose R. Santana Romero Retir…$89KMcchesney and Dale, P.C. Profit Sharing PlanMcchesney and Dale, P.C. Pro…$89KGort Metals Corporation Profit Sharing PlanGort Metals Corporation Prof…$89KDouglas a. Read D.D.S. Profit-Sharing PlanDouglas a. Read D.D.S. Profi…$90KTnl Pharmacy Corporation 401(k) Profit Sharing PlanTnl Pharmacy Corporation 401…$90K
End-of-year total assets ($M) among Jose R. Santana Romero Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Jose R. Santana Romero multi-year asset trail

Sponsor-wide plan assets over time

All Jose R. Santana Romero plans reported in each filing year

Latest sponsor-wide plan assets
$147K 63.94562386110832% vs 2022
2024 filing year
$0.08M$0.1M$0.12M$0.14M$0.16M 202220232024 $0.09M $0.15M ▲ +66.7%
Year Plans Participants Total Assets
2022 1 1 $89K
2023 1 1 $117K
2024 1 1 $147K

Jose R. Santana Romero filing trail (2022)

Total Assets (Beginning of Year)$100K
Net Assets (End of Year)$89K
Net Income-$11K
Employer EIN584700870
Plan Effective Date2010-12-20
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose R. Santana Romero Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose R. Santana Romero Retirement Plan, Total assets ($M): 0.089451 · Participants: 1Jose R. Santana Romero 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 R. Santana Romero Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose R. Santana Romero Retirement Plan side-by-side with 3 peers →

Jose R. Santana Romero Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Mcchesney and Dale, P.C. Profit Sharing Plan in MD ($89K); 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 R. Santana Romero Retirement Plan assets move in 2022? ▼
Jose R. Santana Romero Retirement Plan pulled back noticeably - down 10.7% during 2022, from $100K to $89K. Reported net income was -$11K.
How have Jose R. Santana Romero plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose R. Santana Romero's sponsor-wide assets grew 63.9%, from $89K to $147K.
Where does Jose R. Santana Romero Retirement Plan rank by assets among Form 5500 filers? ▼
Jose R. Santana Romero Retirement Plan ranks in the 6th 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 R. Santana Romero Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mcchesney and Dale, P.C. Profit Sharing Plan in MD ($89K, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Jose R. Santana Romero 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 584700870.

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.