Profit Sharing · DOL Form 5500 · 2022
Joaquin J. Alvarez Pagan Profit Sharing Plan
Data updated 2026-08-25
- $656K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $93,674
- Avg per participant Below avg balance/head
Official DOL plan name: Jj Alvarez & Associates, Inc. Retirement Plan · Sponsored by Joaquin J. Alvarez Pagan · Puerto Rico · Other Services
$656K in assets, 7 participants
Joaquin J. Alvarez Pagan's Jj Alvarez & Associates, Inc. Retirement Plan reported $656K in total assets and 7 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.
- #3,628 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Jj Alvarez & Associates, Inc. Retirement Plan ranks #3,628 of 8,398 2022 filers by assets (3061% of the sector average)-$656K for 7 participants.
- #3,628
- in Other Services (8,398 peers)
- -4.6%
- assets change YoY
The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jj Alvarez & Associates, Inc. Retirement Plan among the smaller filed plans by assets
Jj Alvarez & Associates, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$655,721 21st percentile higher than 21% 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
Jj Alvarez & Associates, Inc. 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. Jj Alvarez & Associates, Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.
Published 5500 schedule card
Filing strip 660637074 · Joaquin J. Alvarez Pagan PY 2022 · Profit Sharing
Jj Alvarez & Associates, Inc. Retirement Plan · $656K · 7 · 21st
- RANK $656K
- PHOTO 7
- IND 21st
- EOY Profit Sharing
- 5500 near F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan
- ASSETS ind #3628
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 →
Jj Alvarez & Associates, Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $687K |
|---|---|
| Net Assets (End of Year) | $656K |
| Net Income | -$31K |
| Employer EIN | 660637074 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joaquin J. Alvarez Pagan)
Sponsor-wide plan assets over time
All Joaquin J. Alvarez Pagan plans reported in each filing year
- Latest sponsor-wide plan assets
- $721K 9.962163786122453% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $656K |
| 2023 | 1 | 7 | $694K |
| 2024 | 1 | 7 | $721K |
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
Jj Alvarez & Associates, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan in LA ($656K); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($656K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Central Home Health Care Inc. Profit Sharing Plan (MI) 7 · 0 off
- Loberg & Loberg Profit Sharing Plan (WI) 7 · 0 off
- Howson & Simon LLP Profit Sharing Plan (CA) 7 · 0 off
- Sqaf Inc. Retirement Plan (GA) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.