Profit Sharing · DOL Form 5500 · 2022

Joanne M. Marin Favale Profit Sharing Plan

Data updated 2026-08-25

$404K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$403,898
Avg per participant High balance/head
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Official DOL plan name: Joanne M. Marin Favale Retirement Plan · Sponsored by Joanne M. Marin Favale · Puerto Rico · Healthcare & Social Assistance

$404K in assets, 1 participants

Joanne M. Marin Favale's Joanne M. Marin Favale Retirement Plan reported $404K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,471 in Healthcare & Social Assistance (20,060 peers)

Joanne M. Marin Favale multi-year trail

Joanne M. Marin Favale's plans moved +20.8% in assets from 2022 to 2024; this filing shows Joanne M. Marin Favale Retirement Plan at $404K / 1 participant.

#2,471
in Healthcare & Social Assistance (20,060 peers)
-8.9%
assets change YoY

The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joanne M. Marin Favale Retirement Plan among the smaller filed plans by assets

Joanne M. Marin Favale Retirement Plan vs every filed plan by assets

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

$403,898 16th percentile higher than 16% 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

Joanne M. Marin Favale 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. Joanne M. Marin Favale Retirement Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 621759699 · Joanne M. Marin Favale PY 2022 · Profit Sharing

Joanne M. Marin Favale Retirement Plan · $404K · 1 · 16th

  • EOY $404K
  • EOY 1
  • EOY 16th
  • EOY Profit Sharing
  • EOY near V1 Corporation Profit Sharing Plan
  • EOY ind #2471

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 →

Joanne M. Marin Favale Retirement Plan in the asset neighbourhood

Joanne M. Marin Favale Retirement PlanJoanne M. Marin Favale Retir…$404KV1 Corporation Profit Sharing PlanV1 Corporation Profit Sharin…$404KZaentz Hardware Wholesalers, Inc. Profit-Sharing PlanZaentz Hardware Wholesalers,…$404KHdd Enterprises Inc. Retirement PlanHdd Enterprises Inc. Retirem…$404KJason Snibbe Md Professional Medical Corp Profit Sharing PlanJason Snibbe Md Professional…$404K
End-of-year total assets ($M) among Joanne M. Marin Favale Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Joanne M. Marin Favale multi-year asset trail

Sponsor-wide plan assets over time

All Joanne M. Marin Favale plans reported in each filing year

Latest sponsor-wide plan assets
$488K 20.766134023936736% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M 202220232024 $0.4M $0.49M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 1 $404K
2023 1 1 $447K
2024 1 1 $488K

Joanne M. Marin Favale filing trail (2022)

Total Assets (Beginning of Year)$443K
Net Assets (End of Year)$404K
Net Income-$40K
Employer EIN621759699
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.

Joanne M. Marin Favale Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Joanne M. Marin Favale Retirement Plan, Total assets ($M): 0.403898 · Participants: 1Joanne M. Marin Favale 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
Joanne M. Marin Favale Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Joanne M. Marin Favale Retirement Plan side-by-side with 3 peers →

Joanne M. Marin Favale Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is V1 Corporation Profit Sharing Plan in TX ($404K); 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 Joanne M. Marin Favale Retirement Plan assets move in 2022? ▼
Joanne M. Marin Favale Retirement Plan pulled back noticeably - down 8.9% during 2022, from $443K to $404K. Reported net income was -$40K.
How have Joanne M. Marin Favale plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joanne M. Marin Favale's sponsor-wide assets grew 20.8%, from $404K to $488K.
Where does Joanne M. Marin Favale Retirement Plan rank by assets among Form 5500 filers? ▼
Joanne M. Marin Favale Retirement Plan ranks in the 16th 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 Joanne M. Marin Favale Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is V1 Corporation Profit Sharing Plan in TX ($404K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Joanne M. Marin Favale 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).

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 621759699.

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.