Profit Sharing · DOL Form 5500 · 2022

Jose O Fernandez Torres Profit Sharing Plan

Data updated 2026-08-25

$553K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$553,025
Avg per participant High balance/head
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Official DOL plan name: Joft Retirement Plan · Sponsored by Jose O Fernandez Torres · Puerto Rico · Professional & Technical Services

$553K in assets, 1 participants

Jose O Fernandez Torres's Joft Retirement Plan reported $553K in total assets and 1 participant 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.

  • #3,338 in Professional & Technical Services (21,562 peers)

Jose O Fernandez Torres multi-year trail

Jose O Fernandez Torres's plans moved -10.3% in assets from 2022 to 2024; this filing shows Joft Retirement Plan at $553K / 1 participant.

#3,338
in Professional & Technical Services (21,562 peers)
-14.5%
assets change YoY

The plan reported a net loss of $94K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joft Retirement Plan among the smaller filed plans by assets

Joft Retirement Plan vs every filed plan by assets

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

$553,025 19th percentile higher than 19% 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

Joft 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. Joft Retirement Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 660540351 · Jose O Fernandez Torres PY 2022 · Profit Sharing

Joft Retirement Plan · $553K · 1 · 19th

  • BOY $553K
  • BOY 1
  • BOY 19th
  • BOY Profit Sharing
  • BOY near Two Pillars Retreat Inc. Retirement Plan
  • BOY ind #3338

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 →

Joft Retirement Plan in the asset neighbourhood

Joft Retirement Plan$553KTwo Pillars Retreat Inc. Retirement PlanTwo Pillars Retreat Inc. Ret…$553KMalverne Bakery Inc Profit Sharing PlanMalverne Bakery Inc Profit S…$553KProfit Sharing Plan and Trust for Employees of Rogers Enterprises of Central FloridaProfit Sharing Plan and Trus…$553KNebraskaland, Inc. Profit Sharing Plan INebraskaland, Inc. Profit Sh…$553K
End-of-year total assets ($M) among Joft Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Jose O Fernandez Torres multi-year asset trail

Sponsor-wide plan assets over time

All Jose O Fernandez Torres plans reported in each filing year

Latest sponsor-wide plan assets
$496K 10.332082636408842% vs 2022
2024 filing year
$0.48M$0.5M$0.52M$0.54M$0.56M 202220232024 $0.55M $0.5M ▼ -9.1%
Year Plans Participants Total Assets
2022 1 1 $553K
2023 1 1 $522K
2024 1 1 $496K

Jose O Fernandez Torres filing trail (2022)

Total Assets (Beginning of Year)$647K
Net Assets (End of Year)$553K
Net Income-$94K
Employer EIN660540351
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Joft Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Joft Retirement Plan, Total assets ($M): 0.553025 · Participants: 1Joft 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
Joft Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Joft Retirement Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest Profit Sharing by assets is Two Pillars Retreat Inc. Retirement Plan in FL ($553K); 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 Joft Retirement Plan assets move in 2022? ▼
Joft Retirement Plan pulled back noticeably - down 14.5% during 2022, from $647K to $553K. Reported net income was -$94K.
How have Jose O Fernandez Torres plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose O Fernandez Torres's sponsor-wide assets declined 10.3%, from $553K to $496K.
Where does Joft Retirement Plan rank by assets among Form 5500 filers? ▼
Joft Retirement Plan ranks in the 19th 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 Joft Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Two Pillars Retreat Inc. Retirement Plan in FL ($553K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Joft 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 660540351.

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.