Profit Sharing · DOL Form 5500 · 2023

Jesus M. Rodriguez Ramirez Profit Sharing Plan

Data updated 2026-08-25

$27K
Total assets Small plan by assets
1
Participants Small participant base
2nd
Percentile by assets National rank
$26,980
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jesus M. Rodriguez Retirement Plan · Sponsored by Jesus M. Rodriguez Ramirez · Puerto Rico · Professional & Technical Services

$27K in assets, 1 participants

Jesus M. Rodriguez Ramirez's Jesus M. Rodriguez Retirement Plan reported $27K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • #474 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Jesus M. Rodriguez Retirement Plan holds $27K for 1 participant - about $26,980 per participant, among the smaller plans by assets on file.

#474
in Professional & Technical Services (20,321 peers)
-6.9%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jesus M. Rodriguez Retirement Plan among the smaller filed plans by assets

Jesus M. Rodriguez Retirement Plan vs every filed plan by assets

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

$26,980 2nd percentile higher than 2% 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

Jesus M. Rodriguez 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. Jesus M. Rodriguez Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jesus M. Rodriguez Retirement Plan reported net income rose from -$18K in the plan year 2022 filing to -$2K in the plan year 2023 filing.
  • Jesus M. Rodriguez Retirement Plan end-of-year assets fell from $29K in the plan year 2022 filing to $27K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660623360 · Jesus M. Rodriguez Ramirez PY 2023 · Profit Sharing

Jesus M. Rodriguez Retirement Plan · $27K · 1 · 2nd

  • EOY $27K
  • 5500 1
  • ASSETS 2nd
  • PCT Profit Sharing
  • EIN near Kallet Enterprises Inc Retirement Plan
  • RANK ind #474

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Jesus M. Rodriguez Retirement Plan in the asset neighbourhood

Jesus M. Rodriguez Retirement PlanJesus M. Rodriguez Retiremen…$27KKallet Enterprises Inc Retirement PlanKallet Enterprises Inc Retir…$27KRoki7 Enterprises Inc. Retirement PlanRoki7 Enterprises Inc. Retir…$27KOpen Seas Pivot, Inc. Retirement PlanOpen Seas Pivot, Inc. Retire…$27KRegenerative Medicine Today, Inc. Retirement PlanRegenerative Medicine Today,…$27K
End-of-year total assets ($M) among Jesus M. Rodriguez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$29K
Net Assets (End of Year)$27K
Net Income-$2K
Employer EIN660623360
Plan Effective Date2002-02-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Jesus M. Rodriguez Ramirez)

Sponsor-wide plan assets over time

All Jesus M. Rodriguez Ramirez plans reported in each filing year

Latest sponsor-wide plan assets
$27K 6.891672705939193% vs 2022
2023 filing year
$0.03M 20222023 $0.03M $0.03M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $29K
2023 2 2 $27K

Nearby Profit Sharing Plans in Puerto Rico

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

Jesus M. Rodriguez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jesus M. Rodriguez Retirement Plan, Total assets ($M): 0.02698 · Participants: 1Jesus M. Rodriguez 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
Jesus M. Rodriguez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jesus M. Rodriguez Retirement Plan side-by-side with 3 peers →

Jesus M. Rodriguez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Kallet Enterprises Inc Retirement Plan in PA ($27K); 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 Jesus M. Rodriguez Retirement Plan assets move in 2023? ▼
Jesus M. Rodriguez Retirement Plan pulled back noticeably - down 6.9% during 2023, from $29K to $27K. Reported net income was -$2K.
How have Jesus M. Rodriguez Ramirez plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jesus M. Rodriguez Ramirez's sponsor-wide assets declined 6.9%, from $29K to $27K.
Where does Jesus M. Rodriguez Retirement Plan rank by assets among Form 5500 filers? ▼
Jesus M. Rodriguez Retirement Plan ranks in the 2nd 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 Jesus M. Rodriguez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kallet Enterprises Inc Retirement Plan in PA ($27K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jesus M. Rodriguez 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 660623360.

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.