Profit Sharing · DOL Form 5500 · 2023

Jose G. Matos Malave Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Jose Gabriel Matos Malave Retirement Plan · Sponsored by Jose G. Matos Malave · Puerto Rico · Administrative & Support Services

$2M in assets, 1 participants

Jose G. Matos Malave's Jose Gabriel Matos Malave Retirement Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,345 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Jose Gabriel Matos Malave Retirement Plan ranks #2,345 of 4,372 2023 filers by assets (1523% of the sector average)-$2M for 1 participant.

#2,345
in Administrative & Support Services (4,372 peers)
+2.8%
assets growth YoY

Jose Gabriel Matos Malave Retirement Plan among the smaller filed plans by assets

Jose Gabriel Matos Malave Retirement Plan vs every filed plan by assets

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

$1,893,931 30th percentile higher than 30% 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

Jose Gabriel Matos Malave 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. Jose Gabriel Matos Malave Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jose Gabriel Matos Malave Retirement Plan reported net income rose from -$45K in the plan year 2022 filing to $52K in the plan year 2023 filing.
  • Jose Gabriel Matos Malave Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660744531 · Jose G. Matos Malave PY 2023 · Profit Sharing

Jose Gabriel Matos Malave Retirement Plan · $2M · 1 · 30th

  • IND $2M
  • IND 1
  • IND 30th
  • IND Profit Sharing
  • IND near James D Acers Company Inc.
  • IND ind #2345

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 Administrative & Support Services retirement plans → · Plans in Puerto Rico →

Jose Gabriel Matos Malave Retirement Plan in the asset neighbourhood

Hcr Development, Inc. Profit Sharing PlanHcr Development, Inc. Profit…$2MJose Gabriel Matos Malave Retirement PlanJose Gabriel Matos Malave Re…$2MJames D Acers Company Inc.$2MEps Ventures, Inc. Retirement PlanEps Ventures, Inc. Retiremen…$2MCarrera's Services Inc. Retirement PlanCarrera's Services Inc. Reti…$2M
End-of-year total assets ($M) among Jose Gabriel Matos Malave Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$52K
Employer EIN660744531
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jose G. Matos Malave)

Sponsor-wide plan assets over time

All Jose G. Matos Malave plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.677900185982782% vs 2022
2024 filing year
$1.8M$1.85M$1.9M$1.95M$2M 202220232024 $1.84M $1.97M ▲ +7.1%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Nearby Profit Sharing Plans in Puerto Rico

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

Jose Gabriel Matos Malave Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose Gabriel Matos Malave Retirement Plan, Total assets ($M): 1.893931 · Participants: 1Jose Gabriel Matos Malave 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
Jose Gabriel Matos Malave Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose Gabriel Matos Malave Retirement Plan side-by-side with 3 peers →

Jose Gabriel Matos Malave Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is James D Acers Company Inc. in MN ($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).

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 Jose Gabriel Matos Malave Retirement Plan assets move in 2023? ▼
Jose Gabriel Matos Malave Retirement Plan edged up modestly - up 2.8% during 2023, from $2M to $2M. Reported net income was $52K.
How have Jose G. Matos Malave plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose G. Matos Malave's sponsor-wide assets grew 6.7%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Jose Gabriel Matos Malave Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is James D Acers Company Inc. in MN ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose Gabriel Matos Malave 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 660744531.

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.