Profit Sharing · DOL Form 5500 · 2023

Jose M. Toledo De Jesus Profit Sharing Plan

Data updated 2026-08-25

$923K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$922,721
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jose M. Toledo De Jesus Retirement Plan · Sponsored by Jose M. Toledo De Jesus · Puerto Rico · Professional & Technical Services

$923K in assets, 1 participants

Jose M. Toledo De Jesus's Jose M. Toledo De Jesus Retirement Plan reported $923K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,659 in Professional & Technical Services (20,321 peers)

Jose M. Toledo De Jesus multi-year trail

Jose M. Toledo De Jesus's plans moved +10.7% in assets from 2022 to 2024; this filing shows Jose M. Toledo De Jesus Retirement Plan at $923K / 1 participant.

#3,659
in Professional & Technical Services (20,321 peers)
+6.2%
assets growth YoY

Jose M. Toledo De Jesus Retirement Plan among the smaller filed plans by assets

Jose M. Toledo De Jesus Retirement Plan vs every filed plan by assets

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

$922,721 23rd percentile higher than 23% 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

Jose M. Toledo De Jesus 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. Jose M. Toledo De Jesus Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jose M. Toledo De Jesus Retirement Plan reported net income rose from -$200K in the plan year 2022 filing to $54K in the plan year 2023 filing.
  • Jose M. Toledo De Jesus Retirement Plan end-of-year assets rose from $869K in the plan year 2022 filing to $923K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 584587488 · Jose M. Toledo De Jesus PY 2023 · Profit Sharing

Jose M. Toledo De Jesus Retirement Plan · $923K · 1 · 23rd

  • PART $923K
  • TYPE 1
  • NET 23rd
  • BOOK Profit Sharing
  • VS-ST near Sky Zone Philadelphia Inc Retirement Plan
  • BOY ind #3659

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 →

Jose M. Toledo De Jesus Retirement Plan in the asset neighbourhood

Jose M. Toledo De Jesus Retirement PlanJose M. Toledo De Jesus Reti…$923KSky Zone Philadelphia Inc Retirement PlanSky Zone Philadelphia Inc Re…$922KChoo Y Rhee Md Inc Profit Sharing Plan and TrustChoo Y Rhee Md Inc Profit Sh…$922KMichael a. Torchia, Cpa, PC 401(k) Profit Sharing PlanMichael a. Torchia, Cpa, PC …$922KKlarin & Associates Certified Public Accountants, Inc. Profit Sharing Plan and TrustKlarin & Associates Certifie…$922K
End-of-year total assets ($M) among Jose M. Toledo De Jesus Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jose M. Toledo De Jesus multi-year asset trail

Sponsor-wide plan assets over time

All Jose M. Toledo De Jesus plans reported in each filing year

Latest sponsor-wide plan assets
$962K 10.653494741202735% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M 202220232024 $0.87M $0.96M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 1 $869K
2023 1 1 $923K
2024 1 1 $962K

Jose M. Toledo De Jesus filing trail (2023)

Total Assets (Beginning of Year)$869K
Net Assets (End of Year)$923K
Net Income$54K
Employer EIN584587488
Plan Effective Date2010-02-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose M. Toledo De Jesus Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose M. Toledo De Jesus Retirement Plan, Total assets ($M): 0.922721 · Participants: 1Jose M. Toledo De Jesus 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
Jose M. Toledo De Jesus Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose M. Toledo De Jesus Retirement Plan side-by-side with 3 peers →

Jose M. Toledo De Jesus Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Sky Zone Philadelphia Inc Retirement Plan in PA ($922K); 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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jose M. Toledo De Jesus Retirement Plan assets move in 2023? ▼
Jose M. Toledo De Jesus Retirement Plan grew at a solid clip - up 6.2% during 2023, from $869K to $923K. Reported net income was $54K.
How have Jose M. Toledo De Jesus plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose M. Toledo De Jesus's sponsor-wide assets grew 10.7%, from $869K to $962K.
Where does Jose M. Toledo De Jesus Retirement Plan rank by assets among Form 5500 filers? ▼
Jose M. Toledo De Jesus Retirement Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Jose M. Toledo De Jesus Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sky Zone Philadelphia Inc Retirement Plan in PA ($922K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Jose M. Toledo De Jesus 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, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 584587488.

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.