Profit Sharing · DOL Form 5500 · 2023

Juan C Penabad Sanchez Profit Sharing Plan

Data updated 2026-08-25

$332K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$331,510
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Juan C Penabad Sanchez Retirement Plan · Sponsored by Juan C Penabad Sanchez · Puerto Rico · Professional & Technical Services

$332K in assets, 1 participants

Juan C Penabad Sanchez's Juan C Penabad Sanchez Retirement Plan reported $332K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,247 in Professional & Technical Services (20,321 peers)

Juan C Penabad Sanchez multi-year trail

Juan C Penabad Sanchez's plans moved +94.4% in assets from 2022 to 2024; this filing shows Juan C Penabad Sanchez Retirement Plan at $332K / 1 participant.

#2,247
in Professional & Technical Services (20,321 peers)
+34.2%
assets growth YoY

Juan C Penabad Sanchez Retirement Plan among the smaller filed plans by assets

Juan C Penabad Sanchez Retirement Plan vs every filed plan by assets

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

$331,510 15th percentile higher than 15% 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

Juan C Penabad Sanchez 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. Juan C Penabad Sanchez Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Juan C Penabad Sanchez Retirement Plan reported net income rose from $27K in the plan year 2022 filing to $84K in the plan year 2023 filing.
  • Juan C Penabad Sanchez Retirement Plan end-of-year assets rose from $247K in the plan year 2022 filing to $332K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660669615 · Juan C Penabad Sanchez PY 2023 · Profit Sharing

Juan C Penabad Sanchez Retirement Plan · $332K · 1 · 15th

  • EIN $332K
  • RANK 1
  • PHOTO 15th
  • IND Profit Sharing
  • EOY near Simon Group Profit-Sharing Plan
  • 5500 ind #2247

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 →

Juan C Penabad Sanchez Retirement Plan in the asset neighbourhood

Juan C Penabad Sanchez Retirement PlanJuan C Penabad Sanchez Retir…$332KSimon Group Profit-Sharing PlanSimon Group Profit-Sharing P…$332KChiburgh Inc 401(k)Profit Sharing PlanChiburgh Inc 401(k)Profit Sh…$331KHappy Kidz Pediatrics Pl Profit Sharing PlanHappy Kidz Pediatrics Pl Pro…$332KErnest J Wackerline Pension PlanErnest J Wackerline Pension …$332K
End-of-year total assets ($M) among Juan C Penabad Sanchez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Juan C Penabad Sanchez multi-year asset trail

Sponsor-wide plan assets over time

All Juan C Penabad Sanchez plans reported in each filing year

Latest sponsor-wide plan assets
$480K 94.35609187588015% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.25M $0.48M ▲ +92.0%
Year Plans Participants Total Assets
2022 1 1 $247K
2023 1 1 $332K
2024 1 1 $480K

Juan C Penabad Sanchez filing trail (2023)

Total Assets (Beginning of Year)$247K
Net Assets (End of Year)$332K
Net Income$84K
Employer EIN660669615
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Juan C Penabad Sanchez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Juan C Penabad Sanchez Retirement Plan, Total assets ($M): 0.33151 · Participants: 1Juan C Penabad Sanchez 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
Juan C Penabad Sanchez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Juan C Penabad Sanchez Retirement Plan side-by-side with 3 peers →

Juan C Penabad Sanchez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Simon Group Profit-Sharing Plan in OH ($332K); 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 ($332K 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.

Frequently Asked Questions

How did Juan C Penabad Sanchez Retirement Plan assets move in 2023? ▼
Juan C Penabad Sanchez Retirement Plan surged - up 34.2% during 2023, from $247K to $332K. Reported net income was $84K.
How have Juan C Penabad Sanchez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Juan C Penabad Sanchez's sponsor-wide assets grew 94.4%, from $247K to $480K.
Where does Juan C Penabad Sanchez Retirement Plan rank by assets among Form 5500 filers? ▼
Juan C Penabad Sanchez Retirement Plan ranks in the 15th 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 Juan C Penabad Sanchez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Simon Group Profit-Sharing Plan in OH ($332K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Juan C Penabad Sanchez 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 660669615.

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.