Profit Sharing · DOL Form 5500 · 2023

Jaime J. Bravo Castro Profit Sharing Plan

Data updated 2026-08-11

$8M
Total assets
3
Participants
53rd
Percentile by assets
$2.6M
Avg per participant
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Official DOL plan name: Jaime J. Bravo Castro Retirement Plan · Sponsored by Jaime J. Bravo Castro · Puerto Rico · Healthcare & Social Assistance

$8M in assets, 3 participants

Jaime J. Bravo Castro's Jaime J. Bravo Castro Retirement Plan reported $8M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • 53rd percentile by assets (of 127,072 plans)
  • #10,371 in Healthcare & Social Assistance (17,684 peers)

Jaime J. Bravo Castro multi-year trail

Jaime J. Bravo Castro's plans moved +13.1% in assets from 2022 to 2024; this filing shows Jaime J. Bravo Castro Retirement Plan at $8M / 3 participants.

$8M
total plan assets (2023 EOY)
3
covered participants
53rd
percentile by assets (of 127,072 plans)
$2.6M
avg assets per participant

Where Jaime J. Bravo Castro Retirement Plan sits by total assets

Jaime J. Bravo Castro Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,763,349 Top 47% higher than 53% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jaime J. Bravo Castro Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $772K in the plan year 2023 filing.
  • Jaime J. Bravo Castro Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Jaime J. Bravo Castro across 3 plan years on file

Across the 3 plan years Jaime J. Bravo Castro has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $8M, a gain of 13.1%, while reported participants moved from 3 to 3 (+0.0%). Peak year by sponsor assets: 2024 ($8M); trough: 2022 ($7M).

Jaime J. Bravo Castro multi-year asset trail

$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.99M $7.91M ▲ +13.2%
Total plan assets by year, all Jaime J. Bravo Castro plans on file
Year Plans Participants Total Assets
2022 1 3 $7M
2023 1 3 $8M
2024 1 3 $8M

Jaime J. Bravo Castro filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$772K
Employer EIN660445094
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jaime J. Bravo Castro Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jaime J. Bravo Castr…, Total assets ($M): 7.763349 · Participants: 3Jaime J. Bravo Castr…The Retirement and S…, Total assets ($M): 719.343985 · Participants: 2713The Retirement and S…Popular, Inc. Pr Sav…, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Sav…The Savings Plan for…, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for…Hewlett Packard Ente…, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Ente…The Oriental Bank Co…, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Co…
Jaime J. Bravo Castro Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Jaime J. Bravo Castro Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Jaime J. Bravo Castro Retirement Plan assets move in 2023?
Jaime J. Bravo Castro Retirement Plan grew at a solid clip - up 11.0% during 2023, from $7M to $8M. Reported net income was $772K.
How have Jaime J. Bravo Castro plan assets changed over time?
Across 3 plan years on file (2022-2024), Jaime J. Bravo Castro's sponsor-wide assets grew 13.1%, from $7M to $8M.
Which Profit Sharing plans are similar in size to Jaime J. Bravo Castro Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Center for Colon & Rectal Health, Inc. Retirement Plan in PA ($8M, 8 participants).

Multi-year trail

Ways to act on Jaime J. Bravo Castro Retirement Plan's numbers.