Profit Sharing · DOL Form 5500 · 2022

San Juan Capestrano Hospital, Inc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
205
Participants Below avg headcount
32nd
Percentile by assets National rank
$8,713
Avg per participant Low balance/head
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Official DOL plan name: San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan · Sponsored by San Juan Capestrano Hospital, Inc · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 205 participants

San Juan Capestrano Hospital, Inc's San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan reported $2M in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,511 in Healthcare & Social Assistance (20,060 peers)

Coverage in Puerto Rico

San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan covers 205 participants in Puerto Rico, 2.3x the typical Puerto Rico plan (state average ~89 per filing). Assets: $2M.

#6,511
in Healthcare & Social Assistance (20,060 peers)
-21.0%
assets change YoY

The plan reported a net loss of $472K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan among the smaller filed plans by assets

San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan vs every filed plan by assets

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

$1,786,215 32nd percentile higher than 32% 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

San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan sits mid-pack in the medium band (205 participants).

DOL schedule card

Filing strip 660771568 · San Juan Capestrano Hospital, Inc PY 2022 · Profit Sharing

San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan · $2M · 205 · 32nd

  • EBSA $2M
  • EBSA 205
  • EBSA 32nd
  • EBSA Profit Sharing
  • EBSA near Packway Materials, Inc. Profit Sharing Plan
  • EBSA ind #6511

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 →

San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan in the asset neighbourhood

San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) PlanSan Juan Capestrano 401(k) P…$2MPackway Materials, Inc. Profit Sharing PlanPackway Materials, Inc. Prof…$2MDjm Capital Partners, Inc. Profit Sharing PlanDjm Capital Partners, Inc. P…$2MTheodore W Angowski Cpa Profit Sharing PlanTheodore W Angowski Cpa Prof…$2MMartin Cement Company 401(k) and Profit Sharing TrustMartin Cement Company 401(k)…$2M
End-of-year total assets ($M) among San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$472K
Employer EIN660771568
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Juan Capestrano Hospital, Inc)

Sponsor-wide plan assets over time

All San Juan Capestrano Hospital, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 61.03486982250177% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.79M $2.88M ▲ +60.9%
Year Plans Participants Total Assets
2022 1 205 $2M
2023 1 246 $2M
2024 1 244 $3M

Nearby Profit Sharing Plans in Puerto Rico

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

San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan, Total assets ($M): 1.786215 · Participants: 205San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) 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
San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan side-by-side with 3 peers →

San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Packway Materials, Inc. Profit Sharing Plan in CA ($2M); by covered participants it is Cooperriis, Inc. 403(b) Plan in NC (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan assets move in 2022? ▼
San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan declined sharply - down 21.0% during 2022, from $2M to $2M. Reported net income was -$472K.
How have San Juan Capestrano Hospital, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Juan Capestrano Hospital, Inc's sponsor-wide assets grew 61.0%, from $2M to $3M.
Which Profit Sharing plans are similar in size to San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Packway Materials, Inc. Profit Sharing Plan in CA ($2M, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cooperriis, Inc. 403(b) Plan in NC (205 participants, $3M 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 660771568.

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.