Profit Sharing · DOL Form 5500 · 2022
Jose a. Soto Profit Sharing Plan
Data updated 2026-08-25
- $424K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $212,238
- Avg per participant Above avg balance/head
Official DOL plan name: Jose a. Soto & Carmen M. Malondado Retirement Plan · Sponsored by Jose a. Soto · Puerto Rico · Finance & Insurance
$424K in assets, 2 participants
Jose a. Soto's Jose a. Soto & Carmen M. Malondado Retirement Plan reported $424K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.
- #991 in Finance & Insurance (9,261 peers)
2022 asset change
Jose a. Soto & Carmen M. Malondado Retirement Plan declined sharply 25.3% in 2022 ($568K → $424K) for 2 participants.
- #991
- in Finance & Insurance (9,261 peers)
- -25.3%
- assets change YoY
The plan reported a net loss of $144K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jose a. Soto & Carmen M. Malondado Retirement Plan among the smaller filed plans by assets
Jose a. Soto & Carmen M. Malondado Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$424,475 17th percentile higher than 17% 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
Jose a. Soto & Carmen M. Malondado 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 a. Soto & Carmen M. Malondado Retirement Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 666035062 · Jose a. Soto PY 2022 · Profit Sharing
Jose a. Soto & Carmen M. Malondado Retirement Plan · $424K · 2 · 17th
- EBSA $424K
- PART 2
- TYPE 17th
- NET Profit Sharing
- BOOK near Jamroco, Inc. Profit Sharing Plan
- VS-ST ind #991
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 Finance & Insurance retirement plans → · Plans in Puerto Rico →
Jose a. Soto & Carmen M. Malondado Retirement Plan in the asset neighbourhood
Jose a. Soto years around the 2022 move
Sponsor-wide plan assets over time
All Jose a. Soto plans reported in each filing year
- Latest sponsor-wide plan assets
- $390K 8.156899699628953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $424K |
| 2023 | 1 | 2 | $421K |
| 2024 | 1 | 2 | $390K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $568K |
|---|---|
| Net Assets (End of Year) | $424K |
| Net Income | -$144K |
| Employer EIN | 666035062 |
| Plan Effective Date | 2011-12-21 |
| 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
Jose a. Soto & Carmen M. Malondado Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Jamroco, Inc. Profit Sharing Plan in FL ($425K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($424K here).
- Jamroco, Inc. Profit Sharing Plan (FL) $425K · 4
- Sterling Staffing (NY) $424K · 149
- Jpw Business Advisors, Inc. Retirement Plan (AL) $425K · 1
- Next Gen Mo, Inc. Profit Sharing Plan (OH) $424K · 4
Similar participant headcount
Nearest other-state filings by covered participants (2 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.