Profit Sharing · DOL Form 5500 · 2023
James M. Bryan Diaz Profit Sharing Plan
Data updated 2026-08-25
- $329K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $328,578
- Avg per participant High balance/head
Official DOL plan name: J. Bryan Diaz Retirement Plan · Sponsored by James M. Bryan Diaz · Puerto Rico · Healthcare & Social Assistance
$329K in assets, 1 participants
James M. Bryan Diaz's J. Bryan Diaz Retirement Plan reported $329K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 14th 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.
- #1,802 in Healthcare & Social Assistance (17,684 peers)
James M. Bryan Diaz multi-year trail
James M. Bryan Diaz's plans moved +32.0% in assets from 2022 to 2024; this filing shows J. Bryan Diaz Retirement Plan at $329K / 1 participant.
- #1,802
- in Healthcare & Social Assistance (17,684 peers)
- +11.8%
- assets growth YoY
J. Bryan Diaz Retirement Plan among the smaller filed plans by assets
J. Bryan Diaz Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$328,578 14th percentile higher than 14% 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
J. Bryan Diaz 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. Bryan Diaz 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. Bryan Diaz Retirement Plan reported net income rose from -$53K in the plan year 2022 filing to $35K in the plan year 2023 filing.
- J. Bryan Diaz Retirement Plan end-of-year assets rose from $294K in the plan year 2022 filing to $329K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 583833670 · James M. Bryan Diaz PY 2023 · Profit Sharing
J. Bryan Diaz Retirement Plan · $329K · 1 · 14th
- ASSETS $329K
- ASSETS 1
- ASSETS 14th
- ASSETS Profit Sharing
- ASSETS near Anton Developers Profit Sharing Plan
- ASSETS ind #1802
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. Bryan Diaz Retirement Plan in the asset neighbourhood
James M. Bryan Diaz multi-year asset trail
Sponsor-wide plan assets over time
All James M. Bryan Diaz plans reported in each filing year
- Latest sponsor-wide plan assets
- $388K 32.00489870898607% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $294K |
| 2023 | 1 | 1 | $329K |
| 2024 | 1 | 1 | $388K |
James M. Bryan Diaz filing trail (2023)
| Total Assets (Beginning of Year) | $294K |
|---|---|
| Net Assets (End of Year) | $329K |
| Net Income | $35K |
| Employer EIN | 583833670 |
| Plan Effective Date | 2015-01-01 |
| 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
J. Bryan Diaz Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Anton Developers Profit Sharing Plan in NY ($329K); 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 ($329K here).
- Anton Developers Profit Sharing Plan (NY) $329K · 2
- Mango Logistics Inc. Retirement Plan (NC) $329K · 13
- North Oak Academy Corp. Retirement Plan (MO) $328K · 17
- Nbm Boise Inc. Retirement Plan (ID) $329K · 2
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.