Profit Sharing · DOL Form 5500 · 2023

Jose C. Casellas Castillo Profit Sharing Plan

Data updated 2026-08-25

$614K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$204,604
Avg per participant Above avg balance/head
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Official DOL plan name: J. Casellas & H. Mendez Retirement Plan · Sponsored by Jose C. Casellas Castillo · Puerto Rico · Healthcare & Social Assistance

$614K in assets, 3 participants

Jose C. Casellas Castillo's J. Casellas & H. Mendez Retirement Plan reported $614K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,643 in Healthcare & Social Assistance (17,684 peers)

Jose C. Casellas Castillo multi-year trail

Jose C. Casellas Castillo's plans moved +22.3% in assets from 2022 to 2024; this filing shows J. Casellas & H. Mendez Retirement Plan at $614K / 3 participants.

#2,643
in Healthcare & Social Assistance (17,684 peers)
+11.1%
assets growth YoY

J. Casellas & H. Mendez Retirement Plan among the smaller filed plans by assets

J. Casellas & H. Mendez Retirement Plan vs every filed plan by assets

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

$613,812 20th percentile higher than 20% 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. Casellas & H. Mendez 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. Casellas & H. Mendez Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. Casellas & H. Mendez Retirement Plan reported net income rose from -$41K in the plan year 2022 filing to $62K in the plan year 2023 filing.
  • J. Casellas & H. Mendez Retirement Plan end-of-year assets rose from $552K in the plan year 2022 filing to $614K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 584833018 · Jose C. Casellas Castillo PY 2023 · Profit Sharing

J. Casellas & H. Mendez Retirement Plan · $614K · 3 · 20th

  • PCT $614K
  • PCT 3
  • PCT 20th
  • PCT Profit Sharing
  • PCT near Mayday Communications Inc Profit Sharing Plan
  • PCT ind #2643

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 →

J. Casellas & H. Mendez Retirement Plan in the asset neighbourhood

J. Casellas & H. Mendez Retirement PlanJ. Casellas & H. Mendez Reti…$614KMayday Communications Inc Profit Sharing PlanMayday Communications Inc Pr…$614KBecker Holdings, Inc. Retirement PlanBecker Holdings, Inc. Retire…$614KYour Place Home Properties, Inc. Retirement PlanYour Place Home Properties, …$614KCitadelle Painting, Inc. Retirement PlanCitadelle Painting, Inc. Ret…$614K
End-of-year total assets ($M) among J. Casellas & H. Mendez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jose C. Casellas Castillo multi-year asset trail

Sponsor-wide plan assets over time

All Jose C. Casellas Castillo plans reported in each filing year

Latest sponsor-wide plan assets
$675K 22.31297961489572% vs 2022
2024 filing year
$0.5M$0.55M$0.6M$0.65M$0.7M 202220232024 $0.55M $0.68M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 3 $552K
2023 1 3 $614K
2024 1 3 $675K

Jose C. Casellas Castillo filing trail (2023)

Total Assets (Beginning of Year)$552K
Net Assets (End of Year)$614K
Net Income$62K
Employer EIN584833018
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

J. Casellas & H. Mendez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants J. Casellas & H. Mendez Retirement Plan, Total assets ($M): 0.613812 · Participants: 3J. Casellas & H. Mendez 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. Casellas & H. Mendez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare J. Casellas & H. Mendez Retirement Plan side-by-side with 3 peers →

J. Casellas & H. Mendez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Mayday Communications Inc Profit Sharing Plan in NY ($614K); 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 J. Casellas & H. Mendez Retirement Plan assets move in 2023? ▼
J. Casellas & H. Mendez Retirement Plan grew at a solid clip - up 11.1% during 2023, from $552K to $614K. Reported net income was $62K.
How have Jose C. Casellas Castillo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose C. Casellas Castillo's sponsor-wide assets grew 22.3%, from $552K to $675K.
Where does J. Casellas & H. Mendez Retirement Plan rank by assets among Form 5500 filers? ▼
J. Casellas & H. Mendez Retirement Plan ranks in the 20th 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. Casellas & H. Mendez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mayday Communications Inc Profit Sharing Plan in NY ($614K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to J. Casellas & H. Mendez 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).

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 584833018.

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.