Profit Sharing · DOL Form 5500 · 2023

Juan C. Portela Arraiza Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
35th
Percentile by assets National rank
$2.8M
Avg per participant High balance/head
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Official DOL plan name: Juan C. Portela Arraiza Retirement Plan · Sponsored by Juan C. Portela Arraiza · Puerto Rico · Healthcare & Social Assistance

$3M in assets, 1 participants

Juan C. Portela Arraiza's Juan C. Portela Arraiza Retirement Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,205 in Healthcare & Social Assistance (17,684 peers)

Juan C. Portela Arraiza multi-year trail

Juan C. Portela Arraiza's plans moved +44.5% in assets from 2022 to 2024; this filing shows Juan C. Portela Arraiza Retirement Plan at $3M / 1 participant.

#6,205
in Healthcare & Social Assistance (17,684 peers)
+22.5%
assets growth YoY

Juan C. Portela Arraiza Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Juan C. Portela Arraiza Retirement Plan vs every filed plan by assets

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

$2,775,397 35th percentile higher than 35% 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. Portela Arraiza 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. Portela Arraiza 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. Portela Arraiza Retirement Plan reported net income rose from -$424K in the plan year 2022 filing to $510K in the plan year 2023 filing.
  • Juan C. Portela Arraiza Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660645078 · Juan C. Portela Arraiza PY 2023 · Profit Sharing

Juan C. Portela Arraiza Retirement Plan · $3M · 1 · 35th

  • TYPE $3M
  • NET 1
  • BOOK 35th
  • VS-ST Profit Sharing
  • BOY near Southern California Health & Rehabilitation Program Profit Sharing Plan
  • SCH ind #6205

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 →

Juan C. Portela Arraiza Retirement Plan in the asset neighbourhood

Juan C. Portela Arraiza Retirement PlanJuan C. Portela Arraiza Reti…$3MCompass Retirement Plan$3MSouthern California Health & Rehabilitation Program Profit Sharing PlanSouthern California Health &…$3MLawrence L Jeckel Md PC Keogh PlanLawrence L Jeckel Md PC Keog…$3MSteven H. Vogel Retirement PlanSteven H. Vogel Retirement P…$3M
End-of-year total assets ($M) among Juan C. Portela Arraiza Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Juan C. Portela Arraiza multi-year asset trail

Sponsor-wide plan assets over time

All Juan C. Portela Arraiza plans reported in each filing year

Latest sponsor-wide plan assets
$3M 44.54443765626545% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.27M $3.27M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $3M
2024 1 1 $3M

Juan C. Portela Arraiza filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$510K
Employer EIN660645078
Plan Effective Date2004-12-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Juan C. Portela Arraiza Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Juan C. Portela Arraiza Retirement Plan, Total assets ($M): 2.775397 · Participants: 1Juan C. Portela Arraiza 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. Portela Arraiza Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Juan C. Portela Arraiza Retirement Plan side-by-side with 3 peers →

Juan C. Portela Arraiza Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Southern California Health & Rehabilitation Program Profit Sharing Plan in CA ($3M); 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 Juan C. Portela Arraiza Retirement Plan assets move in 2023? ▼
Juan C. Portela Arraiza Retirement Plan grew sharply - up 22.5% during 2023, from $2M to $3M. Reported net income was $510K.
How have Juan C. Portela Arraiza plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Juan C. Portela Arraiza's sponsor-wide assets grew 44.5%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Juan C. Portela Arraiza Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Southern California Health & Rehabilitation Program Profit Sharing Plan in CA ($3M, 161 participants).
Which Profit Sharing plans cover a similar participant headcount to Juan C. Portela Arraiza 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 660645078.

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.