Profit Sharing · DOL Form 5500 · 2023
Jonathan Melendez Hernandez Profit Sharing Plan
Data updated 2026-08-25
- $254K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $253,851
- Avg per participant Above avg balance/head
Official DOL plan name: Jonathan a. Melendez Hernandez Retirement Plan · Sponsored by Jonathan Melendez Hernandez · Puerto Rico · Professional & Technical Services
$254K in assets, 1 participants
Jonathan Melendez Hernandez's Jonathan a. Melendez Hernandez Retirement Plan reported $254K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #1,947 in Professional & Technical Services (20,321 peers)
Jonathan Melendez Hernandez multi-year trail
Jonathan Melendez Hernandez's plans moved +36.0% in assets from 2022 to 2024; this filing shows Jonathan a. Melendez Hernandez Retirement Plan at $254K / 1 participant.
- #1,947
- in Professional & Technical Services (20,321 peers)
- +19.1%
- assets growth YoY
Jonathan a. Melendez Hernandez Retirement Plan among the smaller filed plans by assets
Jonathan a. Melendez Hernandez Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$253,851 12th percentile higher than 12% 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
Jonathan a. Melendez Hernandez 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. Jonathan a. Melendez Hernandez Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jonathan a. Melendez Hernandez Retirement Plan reported net income rose from -$56K in the plan year 2022 filing to $41K in the plan year 2023 filing.
- Jonathan a. Melendez Hernandez Retirement Plan end-of-year assets rose from $213K in the plan year 2022 filing to $254K in the plan year 2023 filing.
DOL schedule card
Filing strip 660644260 · Jonathan Melendez Hernandez PY 2023 · Profit Sharing
Jonathan a. Melendez Hernandez Retirement Plan · $254K · 1 · 12th
- EOY $254K
- 5500 1
- ASSETS 12th
- PCT Profit Sharing
- EIN near Hobble Creek Dental Care 401(k) Plan
- RANK ind #1947
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 →
Jonathan a. Melendez Hernandez Retirement Plan in the asset neighbourhood
Jonathan Melendez Hernandez multi-year asset trail
Sponsor-wide plan assets over time
All Jonathan Melendez Hernandez plans reported in each filing year
- Latest sponsor-wide plan assets
- $290K 35.96341892367217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $213K |
| 2023 | 1 | 1 | $254K |
| 2024 | 1 | 1 | $290K |
Jonathan Melendez Hernandez filing trail (2023)
| Total Assets (Beginning of Year) | $213K |
|---|---|
| Net Assets (End of Year) | $254K |
| Net Income | $41K |
| Employer EIN | 660644260 |
| Plan Effective Date | 2004-07-13 |
| 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
Jonathan a. Melendez Hernandez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Hobble Creek Dental Care 401(k) Plan in UT ($254K); 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 ($254K 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.