Profit Sharing · DOL Form 5500 · 2023
Jose M. Sala Colon Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Jose M. Sala Colon Retirement Plan · Sponsored by Jose M. Sala Colon · Puerto Rico · Finance & Insurance
$1M in assets, 1 participants
Jose M. Sala Colon's Jose M. Sala Colon Retirement Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #1,551 in Finance & Insurance (8,869 peers)
Jose M. Sala Colon multi-year trail
Jose M. Sala Colon's plans moved -27.4% in assets from 2022 to 2024; this filing shows Jose M. Sala Colon Retirement Plan at $1M / 1 participant.
- #1,551
- in Finance & Insurance (8,869 peers)
- -36.2%
- assets change YoY
The plan reported a net loss of $773K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jose M. Sala Colon Retirement Plan among the smaller filed plans by assets
Jose M. Sala Colon Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,363,353 26th percentile higher than 26% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Jose M. Sala Colon 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 M. Sala Colon 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 M. Sala Colon Retirement Plan reported net income fell from $816K in the plan year 2022 filing to -$773K in the plan year 2023 filing.
- Jose M. Sala Colon Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 217708139 · Jose M. Sala Colon PY 2023 · Profit Sharing
Jose M. Sala Colon Retirement Plan · $1M · 1 · 26th
- PCT $1M
- EIN 1
- RANK 26th
- PHOTO Profit Sharing
- IND near Richard J Mutty Md PC Profit Sharing Plan
- EOY ind #1551
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 →
Jose M. Sala Colon Retirement Plan in the asset neighbourhood
Jose M. Sala Colon multi-year asset trail
Sponsor-wide plan assets over time
All Jose M. Sala Colon plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 27.398906863394433% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $1M |
| 2024 | 1 | 1 | $2M |
Jose M. Sala Colon filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$773K |
| Employer EIN | 217708139 |
| Plan Effective Date | 2009-10-20 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Jose M. Sala Colon Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Richard J Mutty Md PC Profit Sharing Plan in NY ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
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.