Profit Sharing · DOL Form 5500 · 2022

Jorge R. De Jesus Santos Profit Sharing Plan

Data updated 2026-08-25

$994K
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$331,378
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jorge R. De Jesus Santos Retirement Plan · Sponsored by Jorge R. De Jesus Santos · Puerto Rico · Other Services

$994K in assets, 3 participants

Jorge R. De Jesus Santos's Jorge R. De Jesus Santos Retirement Plan reported $994K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,061 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Jorge R. De Jesus Santos Retirement Plan ranks #4,061 of 8,398 2022 filers by assets (2019% of the sector average)-$994K for 3 participants.

#4,061
in Other Services (8,398 peers)
-16.1%
assets change YoY

The plan reported a net loss of $190K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jorge R. De Jesus Santos Retirement Plan among the smaller filed plans by assets

Jorge R. De Jesus Santos Retirement Plan vs every filed plan by assets

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

$994,133 25th percentile higher than 25% 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

Jorge R. De Jesus Santos 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 R. De Jesus Santos Retirement Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 660675698 · Jorge R. De Jesus Santos PY 2022 · Profit Sharing

Jorge R. De Jesus Santos Retirement Plan · $994K · 3 · 25th

  • TYPE $994K
  • NET 3
  • BOOK 25th
  • VS-ST Profit Sharing
  • BOY near Coronet Coin Galleries, Inc. Profit Sharing Plan
  • SCH ind #4061

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 R. De Jesus Santos Retirement Plan in the asset neighbourhood

Jorge R. De Jesus Santos Retirement PlanJorge R. De Jesus Santos Ret…$994KCoronet Coin Galleries, Inc. Profit Sharing PlanCoronet Coin Galleries, Inc.…$994KStar Production, Inc.$994KSoma Construction P-S Plan$994KPatrick Joseph Dineen Profit Sharing PlanPatrick Joseph Dineen Profit…$994K
End-of-year total assets ($M) among Jorge R. De Jesus Santos Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$994K
Net Income-$190K
Employer EIN660675698
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jorge R. De Jesus Santos)

Sponsor-wide plan assets over time

All Jorge R. De Jesus Santos plans reported in each filing year

Latest sponsor-wide plan assets
$1M 24.244240961722426% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.99M $1.24M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 3 $994K
2023 1 2 $1M
2024 1 2 $1M

Nearby Profit Sharing Plans in Puerto Rico

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

Jorge R. De Jesus Santos Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jorge R. De Jesus Santos Retirement Plan, Total assets ($M): 0.994133 · Participants: 3Jorge R. De Jesus Santos 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
Jorge R. De Jesus Santos Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Jorge R. De Jesus Santos Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Coronet Coin Galleries, Inc. Profit Sharing Plan in NJ ($994K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($994K here).

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 Jorge R. De Jesus Santos Retirement Plan assets move in 2022?
Jorge R. De Jesus Santos Retirement Plan declined sharply - down 16.1% during 2022, from $1M to $994K. Reported net income was -$190K.
How have Jorge R. De Jesus Santos plan assets changed over time?
Across 3 plan years on file (2022-2024), Jorge R. De Jesus Santos's sponsor-wide assets grew 24.2%, from $994K to $1M.
Where does Jorge R. De Jesus Santos Retirement Plan rank by assets among Form 5500 filers?
Jorge R. De Jesus Santos Retirement Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Jorge R. De Jesus Santos Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Coronet Coin Galleries, Inc. Profit Sharing Plan in NJ ($994K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jorge R. De Jesus Santos 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).