Profit Sharing · DOL Form 5500 · 2022

Juan Nicolas Valentin Marrero Profit Sharing Plan

Data updated 2026-08-25

$702K
Total assets Small plan by assets
12
Participants Small participant base
21st
Percentile by assets National rank
$58,479
Avg per participant Low balance/head
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Official DOL plan name: Juan Nicolas Valentin Marrero Retirement Plan · Sponsored by Juan Nicolas Valentin Marrero · Puerto Rico · Healthcare & Social Assistance

$702K in assets, 12 participants

Juan Nicolas Valentin Marrero's Juan Nicolas Valentin Marrero Retirement Plan reported $702K in total assets and 12 participants 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.

  • #3,575 in Healthcare & Social Assistance (20,060 peers)

Juan Nicolas Valentin Marrero multi-year trail

Juan Nicolas Valentin Marrero's plans moved +19.6% in assets from 2022 to 2024; this filing shows Juan Nicolas Valentin Marrero Retirement Plan at $702K / 12 participants.

#3,575
in Healthcare & Social Assistance (20,060 peers)
-21.8%
assets change YoY

The plan reported a net loss of $196K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Juan Nicolas Valentin Marrero Retirement Plan among the smaller filed plans by assets

Juan Nicolas Valentin Marrero Retirement Plan vs every filed plan by assets

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

$701,747 21st percentile higher than 21% 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

Juan Nicolas Valentin Marrero Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Juan Nicolas Valentin Marrero Retirement Plan is a small filing (12 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 660518239 · Juan Nicolas Valentin Marrero PY 2022 · Profit Sharing

Juan Nicolas Valentin Marrero Retirement Plan · $702K · 12 · 21st

  • ASSETS $702K
  • PCT 12
  • EIN 21st
  • RANK Profit Sharing
  • PHOTO near Re-Start, Inc. Profit Sharing Plan
  • IND ind #3575

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 →

Juan Nicolas Valentin Marrero Retirement Plan in the asset neighbourhood

Juan Nicolas Valentin Marrero Retirement PlanJuan Nicolas Valentin Marrer…$702KRe-Start, Inc. Profit Sharing PlanRe-Start, Inc. Profit Sharin…$702KK&m Service Enterprises Inc. Retirement PlanK&m Service Enterprises Inc.…$702KMorrow County Dental LLC 401(k) Profit Sharing PlanMorrow County Dental LLC 401…$702KHaas Farms Inc Retirement PlanHaas Farms Inc Retirement Pl…$702K
End-of-year total assets ($M) among Juan Nicolas Valentin Marrero Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Juan Nicolas Valentin Marrero multi-year asset trail

Sponsor-wide plan assets over time

All Juan Nicolas Valentin Marrero plans reported in each filing year

Latest sponsor-wide plan assets
$839K 19.5859761423989% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M$0.85M$0.9M 202220232024 $0.7M $0.84M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 12 $702K
2023 1 12 $778K
2024 1 12 $839K

Juan Nicolas Valentin Marrero filing trail (2022)

Total Assets (Beginning of Year)$897K
Net Assets (End of Year)$694K
Net Income-$196K
Employer EIN660518239
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Juan Nicolas Valentin Marrero Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Juan Nicolas Valentin Marrero Retirement Plan, Total assets ($M): 0.701747 · Participants: 12Juan Nicolas Valentin Marrero 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
Juan Nicolas Valentin Marrero Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Juan Nicolas Valentin Marrero Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Re-Start, Inc. Profit Sharing Plan in CA ($702K); by covered participants it is Laurence-Hovenier, Inc. Profit Sharing Plan in CA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Juan Nicolas Valentin Marrero Retirement Plan assets move in 2022?
Juan Nicolas Valentin Marrero Retirement Plan declined sharply - down 21.8% during 2022, from $897K to $702K. Reported net income was -$196K.
How have Juan Nicolas Valentin Marrero plan assets changed over time?
Across 3 plan years on file (2022-2024), Juan Nicolas Valentin Marrero's sponsor-wide assets grew 19.6%, from $702K to $839K.
Where does Juan Nicolas Valentin Marrero Retirement Plan rank by assets among Form 5500 filers?
Juan Nicolas Valentin Marrero Retirement Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Juan Nicolas Valentin Marrero Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Re-Start, Inc. Profit Sharing Plan in CA ($702K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Juan Nicolas Valentin Marrero Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Laurence-Hovenier, Inc. Profit Sharing Plan in CA (12 participants, $3M in assets).