Profit Sharing · DOL Form 5500 · 2022
Julio a. Sepulveda Franco Profit Sharing Plan
Data updated 2026-08-25
- $685K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $685,076
- Avg per participant High balance/head
Official DOL plan name: Julio a. Sepulveda Franco Profit Sharing Retirement Plan · Sponsored by Julio a. Sepulveda Franco · Puerto Rico · Healthcare & Social Assistance
$685K in assets, 1 participants
Julio a. Sepulveda Franco's Julio a. Sepulveda Franco Profit Sharing Retirement Plan reported $685K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 21st 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.
- #3,522 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Julio a. Sepulveda Franco Profit Sharing Retirement Plan declined sharply 22.6% in 2022 ($885K → $685K) for 1 participant.
- #3,522
- in Healthcare & Social Assistance (20,060 peers)
- -22.6%
- assets change YoY
The plan reported a net loss of $200K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Julio a. Sepulveda Franco Profit Sharing Retirement Plan among the smaller filed plans by assets
Julio a. Sepulveda Franco Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$685,076 21st percentile higher than 21% 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
Julio a. Sepulveda Franco Profit Sharing 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. Julio a. Sepulveda Franco Profit Sharing Retirement Plan is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 660507745 · Julio a. Sepulveda Franco PY 2022 · Profit Sharing
Julio a. Sepulveda Franco Profit Sharing Retirement Plan · $685K · 1 · 21st
- VS-ST $685K
- BOY 1
- SCH 21st
- EBSA Profit Sharing
- PART near Shelter Islandworks Inc. Retirement Plan
- TYPE ind #3522
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 →
Julio a. Sepulveda Franco Profit Sharing Retirement Plan in the asset neighbourhood
Julio a. Sepulveda Franco years around the 2022 move
Sponsor-wide plan assets over time
All Julio a. Sepulveda Franco plans reported in each filing year
- Latest sponsor-wide plan assets
- $735K 7.254231647291687% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $685K |
| 2023 | 1 | 1 | $784K |
| 2024 | 1 | 1 | $735K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $885K |
|---|---|
| Net Assets (End of Year) | $685K |
| Net Income | -$200K |
| Employer EIN | 660507745 |
| Plan Effective Date | 1995-01-01 |
| 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
Julio a. Sepulveda Franco Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Shelter Islandworks Inc. Retirement Plan in NY ($685K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($685K here).
- Shelter Islandworks Inc. Retirement Plan (NY) $685K · 4
- Jm Washington Inc. Retirement Plan (WA) $685K · 17
- Answers Health Care, Inc. Retirement Plan (MT) $685K · 3
- Jetco Group, Inc. Retirement Plan (MO) $685K · 2
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.