Profit Sharing · DOL Form 5500 · 2023

Jose a. Carreras Barrios Profit Sharing Plan

Data updated 2026-08-25

$17K
Total assets Small plan by assets
1
Participants Small participant base
2nd
Percentile by assets National rank
$17,411
Avg per participant Low balance/head
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Official DOL plan name: Dr. Jose a. Carreras Barrios Retirement Plan · Sponsored by Jose a. Carreras Barrios · Puerto Rico · Professional & Technical Services

$17K in assets, 1 participants

Jose a. Carreras Barrios's Dr. Jose a. Carreras Barrios Retirement Plan reported $17K 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.

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

Jose a. Carreras Barrios multi-year trail

Jose a. Carreras Barrios's plans moved -89.5% in assets from 2022 to 2024; this filing shows Dr. Jose a. Carreras Barrios Retirement Plan at $17K / 1 participant.

#365
in Professional & Technical Services (20,321 peers)
-43.8%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dr. Jose a. Carreras Barrios Retirement Plan among the smaller filed plans by assets

Dr. Jose a. Carreras Barrios Retirement Plan vs every filed plan by assets

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

$17,411 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

Dr. Jose a. Carreras Barrios 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. Dr. Jose a. Carreras Barrios Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dr. Jose a. Carreras Barrios Retirement Plan reported net income rose from -$25K in the plan year 2022 filing to -$14K in the plan year 2023 filing.
  • Dr. Jose a. Carreras Barrios Retirement Plan end-of-year assets fell from $31K in the plan year 2022 filing to $17K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660678285 · Jose a. Carreras Barrios PY 2023 · Profit Sharing

Dr. Jose a. Carreras Barrios Retirement Plan · $17K · 1 · 2nd

  • IND $17K
  • EOY 1
  • 5500 2nd
  • ASSETS Profit Sharing
  • PCT near Expressway Solutions, Inc. Retirement Plan
  • EIN ind #365

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 →

Dr. Jose a. Carreras Barrios Retirement Plan in the asset neighbourhood

Dr. Jose a. Carreras Barrios Retirement PlanDr. Jose a. Carreras Barrios…$17KExpressway Solutions, Inc. Retirement PlanExpressway Solutions, Inc. R…$18KHammel Services Inc. Retirement PlanHammel Services Inc. Retirem…$17KDogpile Partners, Inc. Retirement PlanDogpile Partners, Inc. Retir…$18KMeineke of Northwest Arkansas, Inc. Profit Sharing PlanMeineke of Northwest Arkansa…$18K
End-of-year total assets ($M) among Dr. Jose a. Carreras Barrios Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jose a. Carreras Barrios multi-year asset trail

Sponsor-wide plan assets over time

All Jose a. Carreras Barrios plans reported in each filing year

Latest sponsor-wide plan assets
$3K 89.48404375463845% vs 2022
2024 filing year
$0M$0.01M$0.02M$0.03M$0.04M 202220232024 $0.03M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $31K
2023 1 1 $17K
2024 2 2 $3K

Jose a. Carreras Barrios filing trail (2023)

Total Assets (Beginning of Year)$31K
Net Assets (End of Year)$17K
Net Income-$14K
Employer EIN660678285
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Dr. Jose a. Carreras Barrios Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Dr. Jose a. Carreras Barrios Retirement Plan, Total assets ($M): 0.017411 · Participants: 1Dr. Jose a. Carreras Barrios 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
Dr. Jose a. Carreras Barrios Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Dr. Jose a. Carreras Barrios Retirement Plan side-by-side with 3 peers →

Dr. Jose a. Carreras Barrios Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Expressway Solutions, Inc. Retirement Plan in NY ($18K); 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 Dr. Jose a. Carreras Barrios Retirement Plan assets move in 2023? ▼
Dr. Jose a. Carreras Barrios Retirement Plan contracted severely - down 43.8% during 2023, from $31K to $17K. Reported net income was -$14K.
How have Jose a. Carreras Barrios plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose a. Carreras Barrios's sponsor-wide assets declined 89.5%, from $31K to $3K.
Where does Dr. Jose a. Carreras Barrios Retirement Plan rank by assets among Form 5500 filers? ▼
Dr. Jose a. Carreras Barrios 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 Dr. Jose a. Carreras Barrios Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Expressway Solutions, Inc. Retirement Plan in NY ($18K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Dr. Jose a. Carreras Barrios 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 660678285.

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.