Profit Sharing · DOL Form 5500 · 2023

Juan C. Jimenez Perez Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: J. Jimenez Perez Retirement Plan · Sponsored by Juan C. Jimenez Perez · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 1 participants

Juan C. Jimenez Perez's J. Jimenez Perez Retirement Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,771 in Healthcare & Social Assistance (17,684 peers)

Juan C. Jimenez Perez multi-year trail

Juan C. Jimenez Perez's plans moved +110.3% in assets from 2022 to 2024; this filing shows J. Jimenez Perez Retirement Plan at $1M / 1 participant.

#3,771
in Healthcare & Social Assistance (17,684 peers)
+54.9%
assets growth YoY

J. Jimenez Perez Retirement Plan among the smaller filed plans by assets

J. Jimenez Perez Retirement Plan vs every filed plan by assets

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

$1,188,204 25th percentile higher than 25% 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. Jimenez Perez 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. Jimenez Perez 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. Jimenez Perez Retirement Plan reported net income rose from $9K in the plan year 2022 filing to $421K in the plan year 2023 filing.
  • J. Jimenez Perez Retirement Plan end-of-year assets rose from $767K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 666044861 · Juan C. Jimenez Perez PY 2023 · Profit Sharing

J. Jimenez Perez Retirement Plan · $1M · 1 · 25th

  • RANK $1M
  • PHOTO 1
  • IND 25th
  • EOY Profit Sharing
  • 5500 near Valley Tire & Tackle Inc. Retirement Plan
  • ASSETS ind #3771

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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →

J. Jimenez Perez Retirement Plan in the asset neighbourhood

J. Jimenez Perez Retirement PlanJ. Jimenez Perez Retirement …$1MValley Tire & Tackle Inc. Retirement PlanValley Tire & Tackle Inc. Re…$1MTrvl, Inc. Profit Sharing PlanTrvl, Inc. Profit Sharing Pl…$1MAtraz Johnson Profit Sharing PlanAtraz Johnson Profit Sharing…$1MS. Lee Riffe P.C. 401(k) Plan$1M
End-of-year total assets ($M) among J. Jimenez Perez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Juan C. Jimenez Perez multi-year asset trail

Sponsor-wide plan assets over time

All Juan C. Jimenez Perez plans reported in each filing year

Latest sponsor-wide plan assets
$2M 110.32887164868568% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.77M $1.61M ▲ +109.1%
Year Plans Participants Total Assets
2022 1 1 $767K
2023 1 1 $1M
2024 1 1 $2M

Juan C. Jimenez Perez filing trail (2023)

Total Assets (Beginning of Year)$767K
Net Assets (End of Year)$1M
Net Income$421K
Employer EIN666044861
Plan Effective Date2018-12-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

J. Jimenez Perez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants J. Jimenez Perez Retirement Plan, Total assets ($M): 1.188204 · Participants: 1J. Jimenez Perez 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. Jimenez Perez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare J. Jimenez Perez Retirement Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest Profit Sharing by assets is Valley Tire & Tackle Inc. Retirement Plan in CA ($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.

Frequently Asked Questions

How did J. Jimenez Perez Retirement Plan assets move in 2023? ▼
J. Jimenez Perez Retirement Plan surged - up 54.9% during 2023, from $767K to $1M. Reported net income was $421K.
How have Juan C. Jimenez Perez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Juan C. Jimenez Perez's sponsor-wide assets grew 110.3%, from $767K to $2M.
Where does J. Jimenez Perez Retirement Plan rank by assets among Form 5500 filers? ▼
J. Jimenez Perez Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to J. Jimenez Perez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Valley Tire & Tackle Inc. Retirement Plan in CA ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to J. Jimenez Perez 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 666044861.

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.