Profit Sharing · DOL Form 5500 · 2023

Jose Roberto Fumero-Perez Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
33rd
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: Jose Roberto Fumero-Perez Retirement Plan · Sponsored by Jose Roberto Fumero-Perez · Puerto Rico · Healthcare & Social Assistance

$3M in assets, 1 participants

Jose Roberto Fumero-Perez's Jose Roberto Fumero-Perez Retirement Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,832 in Healthcare & Social Assistance (17,684 peers)

Jose Roberto Fumero-Perez multi-year trail

Jose Roberto Fumero-Perez's plans moved +26.6% in assets from 2022 to 2024; this filing shows Jose Roberto Fumero-Perez Retirement Plan at $3M / 1 participant.

#5,832
in Healthcare & Social Assistance (17,684 peers)
+14.4%
assets growth YoY

Jose Roberto Fumero-Perez Retirement Plan among the smaller filed plans by assets

Jose Roberto Fumero-Perez Retirement Plan vs every filed plan by assets

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

$2,506,952 33rd percentile higher than 33% 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 Roberto Fumero-Perez 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 Roberto Fumero-Perez 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 Roberto Fumero-Perez Retirement Plan reported net income rose from -$361K in the plan year 2022 filing to $316K in the plan year 2023 filing.
  • Jose Roberto Fumero-Perez Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 900154008 · Jose Roberto Fumero-Perez PY 2023 · Profit Sharing

Jose Roberto Fumero-Perez Retirement Plan · $3M · 1 · 33rd

  • BOOK $3M
  • VS-ST 1
  • BOY 33rd
  • SCH Profit Sharing
  • EBSA near Dfw Investor Lending, LLC Profit Sharing Plan
  • PART ind #5832

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 →

Jose Roberto Fumero-Perez Retirement Plan in the asset neighbourhood

Jose Roberto Fumero-Perez Retirement PlanJose Roberto Fumero-Perez Re…$3MDfw Investor Lending, LLC Profit Sharing PlanDfw Investor Lending, LLC Pr…$3MDonald L. Parker II, P.a. 401(k) Profit Sharing PlanDonald L. Parker II, P.a. 40…$3MAdult Resources Center, Inc. 403(b) PlanAdult Resources Center, Inc.…$3MWestern Grinding Service, Inc., Profit Sharing PlanWestern Grinding Service, In…$3M
End-of-year total assets ($M) among Jose Roberto Fumero-Perez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jose Roberto Fumero-Perez multi-year asset trail

Sponsor-wide plan assets over time

All Jose Roberto Fumero-Perez plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.61619089792695% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.19M $2.77M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $3M
2024 1 1 $3M

Jose Roberto Fumero-Perez filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$316K
Employer EIN900154008
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose Roberto Fumero-Perez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose Roberto Fumero-Perez Retirement Plan, Total assets ($M): 2.506952 · Participants: 1Jose Roberto Fumero-Perez 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 Roberto Fumero-Perez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose Roberto Fumero-Perez Retirement Plan side-by-side with 3 peers →

Jose Roberto Fumero-Perez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Dfw Investor Lending, LLC Profit Sharing Plan in TX ($3M); 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 Roberto Fumero-Perez Retirement Plan assets move in 2023? ▼
Jose Roberto Fumero-Perez Retirement Plan grew at a solid clip - up 14.4% during 2023, from $2M to $3M. Reported net income was $316K.
How have Jose Roberto Fumero-Perez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose Roberto Fumero-Perez's sponsor-wide assets grew 26.6%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Jose Roberto Fumero-Perez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dfw Investor Lending, LLC Profit Sharing Plan in TX ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose Roberto Fumero-Perez 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 900154008.

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.