Profit Sharing · DOL Form 5500 · 2023

Joanna Arias Colon Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J. Arias Colon Retirement Plan · Sponsored by Joanna Arias Colon · Puerto Rico · Professional & Technical Services

$2M in assets, 1 participants

Joanna Arias Colon's J. Arias Colon Retirement Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,311 in Professional & Technical Services (20,321 peers)

Joanna Arias Colon multi-year trail

Joanna Arias Colon's plans moved +34.1% in assets from 2022 to 2024; this filing shows J. Arias Colon Retirement Plan at $2M / 1 participant.

#5,311
in Professional & Technical Services (20,321 peers)
+16.1%
assets growth YoY

J. Arias Colon Retirement Plan among the smaller filed plans by assets

J. Arias Colon Retirement Plan vs every filed plan by assets

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

$1,964,802 30th percentile higher than 30% 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. Arias 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. J. Arias 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

  • J. Arias Colon Retirement Plan reported net income rose from -$218K in the plan year 2022 filing to $273K in the plan year 2023 filing.
  • J. Arias Colon Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 666047549 · Joanna Arias Colon PY 2023 · Profit Sharing

J. Arias Colon Retirement Plan · $2M · 1 · 30th

  • EBSA $2M
  • PART 1
  • TYPE 30th
  • NET Profit Sharing
  • BOOK near Premier Nephrology Med Group Inc Profit Sharing Plan
  • VS-ST ind #5311

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 →

J. Arias Colon Retirement Plan in the asset neighbourhood

Premier Nephrology Med Group Inc Profit Sharing PlanPremier Nephrology Med Group…$2MGeneral Highway Products, Inc. Profit Sharing PlanGeneral Highway Products, In…$2MJ. Arias Colon Retirement PlanJ. Arias Colon Retirement Pl…$2MNevcam Works Corporation Retirement PlanNevcam Works Corporation Ret…$2MNetbilling Inc Profit Sharing PlanNetbilling Inc Profit Sharin…$2M
End-of-year total assets ($M) among J. Arias Colon Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Joanna Arias Colon multi-year asset trail

Sponsor-wide plan assets over time

All Joanna Arias Colon plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.12629422954303% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.69M $2.27M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Joanna Arias Colon filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$273K
Employer EIN666047549
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

J. Arias Colon Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants J. Arias Colon Retirement Plan, Total assets ($M): 1.964802 · Participants: 1J. Arias Colon 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. Arias Colon Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare J. Arias Colon Retirement Plan side-by-side with 3 peers →

J. Arias Colon Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Premier Nephrology Med Group Inc Profit Sharing Plan in CA ($2M); 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 J. Arias Colon Retirement Plan assets move in 2023? ▼
J. Arias Colon Retirement Plan grew sharply - up 16.1% during 2023, from $2M to $2M. Reported net income was $273K.
How have Joanna Arias Colon plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joanna Arias Colon's sponsor-wide assets grew 34.1%, from $2M to $2M.
Which Profit Sharing plans are similar in size to J. Arias Colon Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Premier Nephrology Med Group Inc Profit Sharing Plan in CA ($2M, 15 participants).
Which Profit Sharing plans cover a similar participant headcount to J. Arias Colon 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 666047549.

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.