Profit Sharing · DOL Form 5500 · 2023

Jaime J. Bravo Castro Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
3
Participants Small participant base
53rd
Percentile by assets National rank
$2.6M
Avg per participant High balance/head
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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.

  • #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.

#10,371
in Healthcare & Social Assistance (17,684 peers)
+11.0%
assets growth YoY

Jaime J. Bravo Castro Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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 $2,050,000,000 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 2023

Jaime J. Bravo Castro Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jaime J. Bravo Castro Retirement Plan is a micro filing (3 participants), the leftmost band.

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 →

Plan-year Form 5500 strip

Filing strip 660445094 · Jaime J. Bravo Castro PY 2023 · Profit Sharing

Jaime J. Bravo Castro Retirement Plan · $8M · 3 · 53rd

  • EBSA $8M
  • EBSA 3
  • EBSA 53rd
  • EBSA Profit Sharing
  • EBSA near Center for Colon & Rectal Health, Inc. Retirement Plan
  • EBSA ind #10371

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 →

Jaime J. Bravo Castro Retirement Plan in the asset neighbourhood

Dresser Argus Retirement Plan$8MJaime J. Bravo Castro Retirement PlanJaime J. Bravo Castro Retire…$8MCenter for Colon & Rectal Health, Inc. Retirement PlanCenter for Colon & Rectal He…$8MProfit Sharing Plan L.E. Peabody & Associates, IncProfit Sharing Plan L.E. Pea…$8MTed R. Greenzang, M.D., Inc. Profit Sharing PlanTed R. Greenzang, M.D., Inc.…$8M
End-of-year total assets ($M) among Jaime J. Bravo Castro Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jaime J. Bravo Castro multi-year asset trail

Sponsor-wide plan assets over time

All Jaime J. Bravo Castro plans reported in each filing year

Latest sponsor-wide plan assets
$8M 13.100365785208043% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.99M $7.91M ▲ +13.2%
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 ($M) Participants Jaime J. Bravo Castro Retirement Plan, Total assets ($M): 7.763349 · Participants: 3Jaime J. Bravo Castro Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Jaime J. Bravo Castro Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Jaime J. Bravo Castro Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Center for Colon & Rectal Health, Inc. Retirement Plan in PA ($8M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Profit Sharing plans cover a similar participant headcount to Jaime J. Bravo Castro Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).