Profit Sharing · DOL Form 5500 · 2022

Jose a. Kareh Cordero Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
43rd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Jose Kareh Cordero Profit Sharing Retirement Plan · Sponsored by Jose a. Kareh Cordero · Puerto Rico · Healthcare & Social Assistance

$3M in assets, 3 participants

Jose a. Kareh Cordero's Jose Kareh Cordero Profit Sharing Retirement Plan reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #9,487 in Healthcare & Social Assistance (20,060 peers)

Jose a. Kareh Cordero multi-year trail

Jose a. Kareh Cordero's plans moved +36.6% in assets from 2022 to 2024; this filing shows Jose Kareh Cordero Profit Sharing Retirement Plan at $3M / 3 participants.

#9,487
in Healthcare & Social Assistance (20,060 peers)
-13.7%
assets change YoY

The plan reported a net loss of $543K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jose Kareh Cordero Profit Sharing Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jose Kareh Cordero Profit Sharing Retirement Plan vs every filed plan by assets

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

$3,433,802 43rd percentile higher than 43% 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 Kareh Cordero 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. Jose Kareh Cordero Profit Sharing Retirement Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 660562065 · Jose a. Kareh Cordero PY 2022 · Profit Sharing

Jose Kareh Cordero Profit Sharing Retirement Plan · $3M · 3 · 43rd

  • RANK $3M
  • PHOTO 3
  • IND 43rd
  • EOY Profit Sharing
  • 5500 near The Callan Company Inc Profit Sharing Plan
  • ASSETS ind #9487

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 Kareh Cordero Profit Sharing Retirement Plan in the asset neighbourhood

Jose Kareh Cordero Profit Sharing Retirement PlanJose Kareh Cordero Profit Sh…$3MThe Callan Company Inc Profit Sharing PlanThe Callan Company Inc Profi…$3MProfit Sharing Retirement Plan of Stuart M. Perry, Inc.Profit Sharing Retirement Pl…$3MNoble Research Institute, LLC Defined Contribution PlanNoble Research Institute, LL…$3MPozzi Brothers Transportation Inc.Emp.Profit Sharing PlanPozzi Brothers Transportatio…$3M
End-of-year total assets ($M) among Jose Kareh Cordero Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Jose a. Kareh Cordero multi-year asset trail

Sponsor-wide plan assets over time

All Jose a. Kareh Cordero plans reported in each filing year

Latest sponsor-wide plan assets
$5M 36.590053823720766% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.43M $4.69M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $4M
2024 1 3 $5M

Jose a. Kareh Cordero filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$543K
Employer EIN660562065
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose Kareh Cordero Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose Kareh Cordero Profit Sharing Retirement Plan, Total assets ($M): 3.433802 · Participants: 3Jose Kareh Cordero Profit Sharing 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 Kareh Cordero Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose Kareh Cordero Profit Sharing Retirement Plan side-by-side with 3 peers →

Jose Kareh Cordero 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 The Callan Company Inc Profit Sharing Plan in CA ($3M); 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 Kareh Cordero Profit Sharing Retirement Plan assets move in 2022? ▼
Jose Kareh Cordero Profit Sharing Retirement Plan pulled back noticeably - down 13.7% during 2022, from $4M to $3M. Reported net income was -$543K.
How have Jose a. Kareh Cordero plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose a. Kareh Cordero's sponsor-wide assets grew 36.6%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Jose Kareh Cordero Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Callan Company Inc Profit Sharing Plan in CA ($3M, 24 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose Kareh Cordero Profit Sharing 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 660562065.

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.