Profit Sharing · DOL Form 5500 · 2022
Jorge M. Suro Ballester Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $2.6M
- Avg per participant High balance/head
Official DOL plan name: Jorge M. Suro Ballester Retirement Plan · Sponsored by Jorge M. Suro Ballester · Puerto Rico · Other Services
$5M in assets, 2 participants
Jorge M. Suro Ballester's Jorge M. Suro Ballester Retirement Plan reported $5M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.
- #5,909 in Other Services (8,398 peers)
2022 asset change
Jorge M. Suro Ballester Retirement Plan declined sharply 17.0% in 2022 ($6M → $5M) for 2 participants.
- #5,909
- in Other Services (8,398 peers)
- -17.0%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jorge M. Suro Ballester Retirement Plan's mid-pack asset rank among Other Services and all filers
Jorge M. Suro Ballester Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,233,685 Top 49% higher than 51% 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
Jorge M. Suro Ballester 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. Jorge M. Suro Ballester Retirement Plan is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 660391227 · Jorge M. Suro Ballester PY 2022 · Profit Sharing
Jorge M. Suro Ballester Retirement Plan · $5M · 2 · 51st
- NET $5M
- NET 2
- NET 51st
- NET Profit Sharing
- NET near Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust
- NET ind #5909
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 →
Jorge M. Suro Ballester Retirement Plan in the asset neighbourhood
Jorge M. Suro Ballester years around the 2022 move
Sponsor-wide plan assets over time
All Jorge M. Suro Ballester plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $5M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | N/A | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 660391227 |
| Plan Effective Date | 1991-01-01 |
| 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
Jorge M. Suro Ballester Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust in IL ($5M); 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 ($5M here).
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.