Profit Sharing · DOL Form 5500 · 2022

Joanna Arias Colon Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
31st
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: J. Arias Colon Retirement Plan · Sponsored by Joanna Arias Colon · Puerto Rico · Professional & Technical Services

$2M in assets, 1 participants

Joanna Arias Colon's J. Arias Colon Retirement Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,980 in Professional & Technical Services (21,562 peers)

Joanna Arias Colon multi-year trail

Joanna Arias Colon's plans moved +34.1% in assets from 2022 to 2024; this filing shows J. Arias Colon Retirement Plan at $2M / 1 participant.

#5,980
in Professional & Technical Services (21,562 peers)
-11.4%
assets change YoY

The plan reported a net loss of $218K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J. Arias Colon Retirement Plan among the smaller filed plans by assets

J. Arias Colon Retirement Plan vs every filed plan by assets

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

$1,692,223 31st percentile higher than 31% 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

J. Arias Colon 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. J. Arias Colon Retirement Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 666047549 · Joanna Arias Colon PY 2022 · Profit Sharing

J. Arias Colon Retirement Plan · $2M · 1 · 31st

  • RANK $2M
  • PHOTO 1
  • IND 31st
  • EOY Profit Sharing
  • 5500 near Roger Joe, D.D.S. Retirement Plan
  • ASSETS ind #5980

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

J. Arias Colon Retirement Plan in the asset neighbourhood

J. Arias Colon Retirement PlanJ. Arias Colon Retirement Pl…$2MRoger Joe, D.D.S. Retirement PlanRoger Joe, D.D.S. Retirement…$2MWagner's Home Furnishings Profit Sharing PlanWagner's Home Furnishings Pr…$2MDaniel a Goggin Md PA Ees PA Plan and TrustDaniel a Goggin Md PA Ees PA…$2MPeter M. Cannon, M.D., P.C. Profit Sharing PlanPeter M. Cannon, M.D., P.C. …$2M
End-of-year total assets ($M) among J. Arias Colon Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Joanna Arias Colon multi-year asset trail

Sponsor-wide plan assets over time

All Joanna Arias Colon plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.12629422954303% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.69M $2.27M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Joanna Arias Colon filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$218K
Employer EIN666047549
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

J. Arias Colon Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants J. Arias Colon Retirement Plan, Total assets ($M): 1.692223 · Participants: 1J. Arias Colon 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
J. Arias Colon Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

J. Arias Colon Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Roger Joe, D.D.S. Retirement Plan in CA ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 J. Arias Colon Retirement Plan assets move in 2022?
J. Arias Colon Retirement Plan pulled back noticeably - down 11.4% during 2022, from $2M to $2M. Reported net income was -$218K.
How have Joanna Arias Colon plan assets changed over time?
Across 3 plan years on file (2022-2024), Joanna Arias Colon's sponsor-wide assets grew 34.1%, from $2M to $2M.
Which Profit Sharing plans are similar in size to J. Arias Colon Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Roger Joe, D.D.S. Retirement Plan in CA ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to J. Arias Colon Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).