Profit Sharing · DOL Form 5500 · 2022
Jose Rolando Colon Perez Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $382,704
- Avg per participant High balance/head
Official DOL plan name: Jose Rolando Colon Perez Retirement Plan · Sponsored by Jose Rolando Colon Perez · Puerto Rico · Other Services
$2M in assets, 6 participants
Jose Rolando Colon Perez's Jose Rolando Colon Perez Retirement Plan reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.
- #4,926 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Jose Rolando Colon Perez Retirement Plan ranks #4,926 of 8,398 2022 filers by assets (874% of the sector average)-$2M for 6 participants.
- #4,926
- in Other Services (8,398 peers)
- -17.5%
- assets change YoY
The plan reported a net loss of $488K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jose Rolando Colon Perez Retirement Plan's mid-pack asset rank among Other Services and all filers
Jose Rolando Colon Perez Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,296,221 36th percentile higher than 36% 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 Rolando Colon Perez 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 Rolando Colon Perez Retirement Plan is a micro filing (6 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 660491855 · Jose Rolando Colon Perez PY 2022 · Profit Sharing
Jose Rolando Colon Perez Retirement Plan · $2M · 6 · 36th
- EIN $2M
- RANK 6
- PHOTO 36th
- IND Profit Sharing
- EOY near A C T W Filmworks Inc Profit Sharing Plan
- 5500 ind #4926
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 Other Services retirement plans → · Plans in Puerto Rico →
Jose Rolando Colon Perez Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$488K |
| Employer EIN | 660491855 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jose Rolando Colon Perez)
Sponsor-wide plan assets over time
All Jose Rolando Colon Perez plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 8.98489300463675% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $2M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 5 | $3M |
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 Rolando Colon Perez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is A C T W Filmworks Inc Profit Sharing Plan in CA ($2M); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Hillin and Company, P.C. Profit Sharing Plan (MO) 6 · 0 off
- Integrated Home Interiors, Inc. Retirement Plan (FL) 6 · 0 off
- Lymi Inc. Retirement Plan (AZ) 6 · 0 off
- Agerasia Inc. Retirement Plan (FL) 6 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.