Profit Sharing · DOL Form 5500 · 2023

Jose a Villa Ortiz Profit Sharing Plan

Data updated 2026-08-25

$26K
Total assets Small plan by assets
1
Participants Small participant base
2nd
Percentile by assets National rank
$25,847
Avg per participant Low balance/head
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Official DOL plan name: Javo Retirement Plan · Sponsored by Jose a Villa Ortiz · Puerto Rico · Healthcare & Social Assistance

$26K in assets, 1 participants

Jose a Villa Ortiz's Javo Retirement Plan reported $26K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

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

Jose a Villa Ortiz multi-year trail

Jose a Villa Ortiz's plans moved +19.3% in assets from 2022 to 2024; this filing shows Javo Retirement Plan at $26K / 1 participant.

#301
in Healthcare & Social Assistance (17,684 peers)
+10.6%
assets growth YoY

Javo Retirement Plan among the smaller filed plans by assets

Javo Retirement Plan vs every filed plan by assets

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

$25,847 2nd percentile higher than 2% 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

Javo 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. Javo Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Javo Retirement Plan reported net income rose from -$4K in the plan year 2022 filing to $2K in the plan year 2023 filing.
  • Javo Retirement Plan end-of-year assets rose from $23K in the plan year 2022 filing to $26K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 666042326 · Jose a Villa Ortiz PY 2023 · Profit Sharing

Javo Retirement Plan · $26K · 1 · 2nd

  • TYPE $26K
  • NET 1
  • BOOK 2nd
  • VS-ST Profit Sharing
  • BOY near Positively Inspiring Enterprises Inc. Retirement Plan
  • SCH ind #301

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 →

Javo Retirement Plan in the asset neighbourhood

Javo Retirement Plan$26KPositively Inspiring Enterprises Inc. Retirement PlanPositively Inspiring Enterpr…$26KEpitome Inspection Group, Inc. Retirement PlanEpitome Inspection Group, In…$26KRaj K. Bhatia M.D. Inc. Employees Profit Sharing PlanRaj K. Bhatia M.D. Inc. Empl…$26KMj Services, Inc. Profit Sharing Plan & TrustMj Services, Inc. Profit Sha…$26K
End-of-year total assets ($M) among Javo Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jose a Villa Ortiz multi-year asset trail

Sponsor-wide plan assets over time

All Jose a Villa Ortiz plans reported in each filing year

Latest sponsor-wide plan assets
$28K 19.325429097290588% vs 2022
2024 filing year
$0.02M$0.02M$0.03M$0.03M$0.04M 202220232024 $0.02M $0.03M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 1 $23K
2023 1 1 $26K
2024 1 1 $28K

Jose a Villa Ortiz filing trail (2023)

Total Assets (Beginning of Year)$23K
Net Assets (End of Year)$26K
Net Income$2K
Employer EIN666042326
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Javo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Javo Retirement Plan, Total assets ($M): 0.025847 · Participants: 1Javo 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
Javo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Javo Retirement Plan side-by-side with 3 peers →

Javo Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Positively Inspiring Enterprises Inc. Retirement Plan in NJ ($26K); 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 Javo Retirement Plan assets move in 2023? ▼
Javo Retirement Plan grew at a solid clip - up 10.6% during 2023, from $23K to $26K. Reported net income was $2K.
How have Jose a Villa Ortiz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose a Villa Ortiz's sponsor-wide assets grew 19.3%, from $23K to $28K.
Where does Javo Retirement Plan rank by assets among Form 5500 filers? ▼
Javo Retirement Plan ranks in the 2nd 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 Javo Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Positively Inspiring Enterprises Inc. Retirement Plan in NJ ($26K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Javo 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 666042326.

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.