Profit Sharing · DOL Form 5500 · 2023

Jose I. Acosta Jordan Profit Sharing Plan

Data updated 2026-08-25

$30K
Total assets Small plan by assets
1
Participants Small participant base
3rd
Percentile by assets National rank
$30,000
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J. I. Acosta Jordan Retirement Plan · Sponsored by Jose I. Acosta Jordan · Puerto Rico · Finance & Insurance

$30K in assets, 1 participants

Jose I. Acosta Jordan's J. I. Acosta Jordan Retirement Plan reported $30K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 3rd 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.

  • #158 in Finance & Insurance (8,869 peers)

Jose I. Acosta Jordan multi-year trail

Jose I. Acosta Jordan's plans moved +151.8% in assets from 2023 to 2024; this filing shows J. I. Acosta Jordan Retirement Plan at $30K / 1 participant.

#158
in Finance & Insurance (8,869 peers)
$30K
reported net income

J. I. Acosta Jordan Retirement Plan among the smaller filed plans by assets

J. I. Acosta Jordan Retirement Plan vs every filed plan by assets

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

$30,000 3rd percentile higher than 3% 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

J. I. Acosta Jordan 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. J. I. Acosta Jordan Retirement Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 581799180 · Jose I. Acosta Jordan PY 2023 · Profit Sharing

J. I. Acosta Jordan Retirement Plan · $30K · 1 · 3rd

  • PART $30K
  • TYPE 1
  • NET 3rd
  • BOOK Profit Sharing
  • VS-ST near Thunderbolt Trailers, Inc. Retirement Plan
  • BOY ind #158

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

J. I. Acosta Jordan Retirement Plan in the asset neighbourhood

J. I. Acosta Jordan Retirement PlanJ. I. Acosta Jordan Retireme…$30KThunderbolt Trailers, Inc. Retirement PlanThunderbolt Trailers, Inc. R…$30KDigital Transformation Masters, Inc. Retirement PlanDigital Transformation Maste…$30KBeno Entertainment Inc. Retirement PlanBeno Entertainment Inc. Reti…$30KStone Church Corporation Retirement PlanStone Church Corporation Ret…$30K
End-of-year total assets ($M) among J. I. Acosta Jordan Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jose I. Acosta Jordan multi-year asset trail

Sponsor-wide plan assets over time

All Jose I. Acosta Jordan plans reported in each filing year

Latest sponsor-wide plan assets
$76K 151.80333333333334% vs 2023
2024 filing year
$0.02M$0.04M$0.06M$0.08M$0.1M 20232024 $0.03M $0.08M ▲ +166.7%
Year Plans Participants Total Assets
2023 1 1 $30K
2024 1 1 $76K

Jose I. Acosta Jordan filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$30K
Net Income$30K
Employer EIN581799180
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

J. I. Acosta Jordan Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants J. I. Acosta Jordan Retirement Plan, Total assets ($M): 0.03 · Participants: 1J. I. Acosta Jordan 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
J. I. Acosta Jordan Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare J. I. Acosta Jordan Retirement Plan side-by-side with 3 peers →

J. I. Acosta Jordan Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Thunderbolt Trailers, Inc. Retirement Plan in GA ($30K); 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 have Jose I. Acosta Jordan plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Jose I. Acosta Jordan's sponsor-wide assets grew 151.8%, from $30K to $76K.
Where does J. I. Acosta Jordan Retirement Plan rank by assets among Form 5500 filers? ▼
J. I. Acosta Jordan Retirement Plan ranks in the 3rd 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 J. I. Acosta Jordan Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Thunderbolt Trailers, Inc. Retirement Plan in GA ($30K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to J. I. Acosta Jordan 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 581799180.

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.