Profit Sharing · DOL Form 5500 · 2023
James a. Rodriguez Colom Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $2.2M
- Avg per participant High balance/head
Official DOL plan name: James a. Rodriguez Colom Retirement Plan · Sponsored by James a. Rodriguez Colom · Puerto Rico · Finance & Insurance
$2M in assets, 1 participants
James a. Rodriguez Colom's James a. Rodriguez Colom Retirement Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #1,918 in Finance & Insurance (8,869 peers)
James a. Rodriguez Colom multi-year trail
James a. Rodriguez Colom's plans moved +94.1% in assets from 2022 to 2024; this filing shows James a. Rodriguez Colom Retirement Plan at $2M / 1 participant.
- #1,918
- in Finance & Insurance (8,869 peers)
- +40.6%
- assets growth YoY
James a. Rodriguez Colom Retirement Plan among the smaller filed plans by assets
James a. Rodriguez Colom Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,192,220 32nd percentile higher than 32% 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
James a. Rodriguez Colom 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. James a. Rodriguez Colom Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- James a. Rodriguez Colom Retirement Plan reported net income rose from -$814K in the plan year 2022 filing to $633K in the plan year 2023 filing.
- James a. Rodriguez Colom Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 660595374 · James a. Rodriguez Colom PY 2023 · Profit Sharing
James a. Rodriguez Colom Retirement Plan · $2M · 1 · 32nd
- PART $2M
- PART 1
- PART 32nd
- PART Profit Sharing
- PART near Summit Speech School Pension Plan
- PART ind #1918
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 →
James a. Rodriguez Colom Retirement Plan in the asset neighbourhood
James a. Rodriguez Colom multi-year asset trail
Sponsor-wide plan assets over time
All James a. Rodriguez Colom plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 94.07554200216127% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $3M |
James a. Rodriguez Colom filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $633K |
| Employer EIN | 660595374 |
| Plan Effective Date | 2012-05-25 |
| 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
James a. Rodriguez Colom Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Summit Speech School Pension Plan in NJ ($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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Summit Speech School Pension Plan (NJ) $2M · 81
- Hart United, Inc. Profit Sharing Plan (CT) $2M · 179
- William S Wood Jr (NJ) $2M · 3
- P/S Plan of Dynamic Door Service, Inc. (IL) $2M · 4
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.