Profit Sharing · DOL Form 5500 · 2022

Jose a. Alonso Alonso Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
3
Participants Small participant base
56th
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Jose a. Alonso Alonso Retirement Plan · Sponsored by Jose a. Alonso Alonso · Puerto Rico · Healthcare & Social Assistance

$7M in assets, 3 participants

Jose a. Alonso Alonso's Jose a. Alonso Alonso Retirement Plan reported $7M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #12,466 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Jose a. Alonso Alonso Retirement Plan pulled back noticeably 8.0% in 2022 ($7M → $7M) for 3 participants.

#12,466
in Healthcare & Social Assistance (20,060 peers)
-8.0%
assets change YoY

The plan reported a net loss of $571K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jose a. Alonso Alonso Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jose a. Alonso Alonso Retirement Plan vs every filed plan by assets

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

$6,559,994 Top 44% higher than 56% 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

Jose a. Alonso Alonso 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 a. Alonso Alonso Retirement Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 660464750 · Jose a. Alonso Alonso PY 2022 · Profit Sharing

Jose a. Alonso Alonso Retirement Plan · $7M · 3 · 56th

  • PART $7M
  • PART 3
  • PART 56th
  • PART Profit Sharing
  • PART near Fidelity Mortgage Lenders, Inc. Profit Sharing Plan
  • PART ind #12466

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 →

Jose a. Alonso Alonso Retirement Plan in the asset neighbourhood

Jose a. Alonso Alonso Retirement PlanJose a. Alonso Alonso Retire…$7MFidelity Mortgage Lenders, Inc. Profit Sharing PlanFidelity Mortgage Lenders, I…$7MThe 401(a) Profit Sharing Plan of Occupational Training Center of Burlington County, Inc.The 401(a) Profit Sharing Pl…$7MPrager, Simon & Associates, LLP Profit Sharing PlanPrager, Simon & Associates, …$7MCitibank Business & Professional Retirement PlanCitibank Business & Professi…$7M
End-of-year total assets ($M) among Jose a. Alonso Alonso Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Jose a. Alonso Alonso years around the 2022 move

Sponsor-wide plan assets over time

All Jose a. Alonso Alonso plans reported in each filing year

Latest sponsor-wide plan assets
$7M 8.399687560689841% vs 2022
2024 filing year
$6.4M$6.6M$6.8M$7M$7.2M 202220232024 $6.56M $7.11M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 3 $7M
2023 1 4 $7M
2024 1 4 $7M

2022 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$571K
Employer EIN660464750
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose a. Alonso Alonso Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose a. Alonso Alonso Retirement Plan, Total assets ($M): 6.559994 · Participants: 3Jose a. Alonso Alonso 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
Jose a. Alonso Alonso Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose a. Alonso Alonso Retirement Plan side-by-side with 3 peers →

Jose a. Alonso Alonso Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Fidelity Mortgage Lenders, Inc. Profit Sharing Plan in CA ($7M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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.

Frequently Asked Questions

How did Jose a. Alonso Alonso Retirement Plan assets move in 2022? ▼
Jose a. Alonso Alonso Retirement Plan pulled back noticeably - down 8.0% during 2022, from $7M to $7M. Reported net income was -$571K.
How have Jose a. Alonso Alonso plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose a. Alonso Alonso's sponsor-wide assets grew 8.4%, from $7M to $7M.
Which Profit Sharing plans are similar in size to Jose a. Alonso Alonso Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fidelity Mortgage Lenders, Inc. Profit Sharing Plan in CA ($7M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose a. Alonso Alonso Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 660464750.

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.