Profit Sharing · DOL Form 5500 · 2022
Jose Luis Mendoza and Co LLP Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $61,522
- Avg per participant Low balance/head
Official DOL plan name: Jlm and Co LLP Retirement Plan · Sponsored by Jose Luis Mendoza and Co LLP · Puerto Rico · Professional & Technical Services
$1M in assets, 20 participants
Jose Luis Mendoza and Co LLP's Jlm and Co LLP Retirement Plan reported $1M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #5,047 in Professional & Technical Services (21,562 peers)
Jose Luis Mendoza and Co LLP multi-year trail
Jose Luis Mendoza and Co LLP's plans moved +26.6% in assets from 2022 to 2024; this filing shows Jlm and Co LLP Retirement Plan at $1M / 20 participants.
- #5,047
- in Professional & Technical Services (21,562 peers)
- -7.4%
- assets change YoY
The plan reported a net loss of $98K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jlm and Co LLP Retirement Plan among the smaller filed plans by assets
Jlm and Co LLP Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,230,441 27th percentile higher than 27% 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
Jlm and Co LLP Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jlm and Co LLP Retirement Plan is a small filing (20 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 660479116 · Jose Luis Mendoza and Co LLP PY 2022 · Profit Sharing
Jlm and Co LLP Retirement Plan · $1M · 20 · 27th
- BOOK $1M
- VS-ST 20
- BOY 27th
- SCH Profit Sharing
- EBSA near John P. Holland, Md, PC - Profit Sharing Plan
- PART ind #5047
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 →
Jlm and Co LLP Retirement Plan in the asset neighbourhood
Jose Luis Mendoza and Co LLP multi-year asset trail
Sponsor-wide plan assets over time
All Jose Luis Mendoza and Co LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 26.59054761666752% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $1M |
| 2023 | 1 | 15 | $1M |
| 2024 | 1 | 23 | $2M |
Jose Luis Mendoza and Co LLP filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$98K |
| Employer EIN | 660479116 |
| Plan Effective Date | 2000-01-01 |
| 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
Jlm and Co LLP Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is John P. Holland, Md, PC - Profit Sharing Plan in WA ($1M); by covered participants it is Lakeside Supply Company Profit Sharing Plan and Trust in OH (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 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.