Profit Sharing · DOL Form 5500 · 2023

Jose Raul Rodriguez Andreu Profit Sharing Plan

Data updated 2026-08-25

$934K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$467,005
Avg per participant High balance/head
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Official DOL plan name: J. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan · Sponsored by Jose Raul Rodriguez Andreu · Puerto Rico · Other Services

$934K in assets, 2 participants

Jose Raul Rodriguez Andreu's J. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan reported $934K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,711 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, J. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan ranks #3,711 of 7,857 2023 filers by assets (2149% of the sector average)-$934K for 2 participants.

#3,711
in Other Services (7,857 peers)
+850.2%
assets growth YoY

J. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan among the smaller filed plans by assets

J. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan vs every filed plan by assets

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

$934,010 23rd percentile higher than 23% 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. Rodriguez-Andreu and M. Santiago-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. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 666049877 · Jose Raul Rodriguez Andreu PY 2023 · Profit Sharing

J. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan · $934K · 2 · 23rd

  • BOOK $934K
  • BOOK 2
  • BOOK 23rd
  • BOOK Profit Sharing
  • BOOK near Gresham & Beggs Architects, PA 401(k) Plan
  • BOOK ind #3711

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 Other Services retirement plans → · Plans in Puerto Rico →

J. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan in the asset neighbourhood

J. Rodriguez-Andreu and M. Santiago-Diaz Retirement PlanJ. Rodriguez-Andreu and M. S…$934KGresham & Beggs Architects, PA 401(k) PlanGresham & Beggs Architects, …$934KKranz Service, Inc. Profit Sharing PlanKranz Service, Inc. Profit S…$934KRjcdm Enterprises, Inc. Retirement PlanRjcdm Enterprises, Inc. Reti…$934KJanice a Townsend Profit Sharing PlanJanice a Townsend Profit Sha…$935K
End-of-year total assets ($M) among J. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$98K
Net Assets (End of Year)$934K
Net Income$836K
Employer EIN666049877
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jose Raul Rodriguez Andreu)

Sponsor-wide plan assets over time

All Jose Raul Rodriguez Andreu plans reported in each filing year

Latest sponsor-wide plan assets
$1M 16.673161957580753% vs 2023
2024 filing year
$0.9M$0.95M$1M$1.05M$1.1M$1.15M 20232024 $0.93M $1.09M ▲ +17.2%
Year Plans Participants Total Assets
2023 1 2 $934K
2024 1 2 $1M

Nearby Profit Sharing Plans in Puerto Rico

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

J. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants J. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan, Total assets ($M): 0.93401 · Participants: 2J. Rodriguez-Andreu and M. Santiago-Diaz 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. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare J. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan side-by-side with 3 peers →

J. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Gresham & Beggs Architects, PA 401(k) Plan in AR ($934K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($934K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); 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. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan assets move in 2023? ▼
J. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan surged - up 850.2% during 2023, from $98K to $934K. Reported net income was $836K.
How have Jose Raul Rodriguez Andreu plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Jose Raul Rodriguez Andreu's sponsor-wide assets grew 16.7%, from $934K to $1M.
Where does J. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan rank by assets among Form 5500 filers? ▼
J. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to J. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gresham & Beggs Architects, PA 401(k) Plan in AR ($934K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to J. Rodriguez-Andreu and M. Santiago-Diaz Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 666049877.

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.