Profit Sharing · DOL Form 5500 · 2023

Jorge Gonzalez Barreto Profit Sharing Plan

Data updated 2026-08-25

$112K
Total assets Small plan by assets
2
Participants Small participant base
7th
Percentile by assets National rank
$55,884
Avg per participant Low balance/head
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Official DOL plan name: Jorge Gonzalez Barreto Retirement Plan · Sponsored by Jorge Gonzalez Barreto · Puerto Rico · Healthcare & Social Assistance

$112K in assets, 2 participants

Jorge Gonzalez Barreto's Jorge Gonzalez Barreto Retirement Plan reported $112K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

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

Jorge Gonzalez Barreto multi-year trail

Jorge Gonzalez Barreto's plans moved +25.6% in assets from 2022 to 2024; this filing shows Jorge Gonzalez Barreto Retirement Plan at $112K / 2 participants.

#851
in Healthcare & Social Assistance (17,684 peers)
+14.0%
assets growth YoY

Jorge Gonzalez Barreto Retirement Plan among the smaller filed plans by assets

Jorge Gonzalez Barreto Retirement Plan vs every filed plan by assets

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

$111,767 7th percentile higher than 7% 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

Jorge Gonzalez Barreto 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. Jorge Gonzalez Barreto Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jorge Gonzalez Barreto Retirement Plan reported net income rose from -$10K in the plan year 2022 filing to $14K in the plan year 2023 filing.
  • Jorge Gonzalez Barreto Retirement Plan end-of-year assets rose from $98K in the plan year 2022 filing to $112K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 753066566 · Jorge Gonzalez Barreto PY 2023 · Profit Sharing

Jorge Gonzalez Barreto Retirement Plan · $112K · 2 · 7th

  • VS-ST $112K
  • VS-ST 2
  • VS-ST 7th
  • VS-ST Profit Sharing
  • VS-ST near L7 Ventures Inc. Retirement Plan
  • VS-ST ind #851

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 →

Jorge Gonzalez Barreto Retirement Plan in the asset neighbourhood

Jorge Gonzalez Barreto Retirement PlanJorge Gonzalez Barreto Retir…$112KL7 Ventures Inc. Retirement PlanL7 Ventures Inc. Retirement …$112KHealthy Indoor Environmental Solutions Ret PlanHealthy Indoor Environmental…$112KJaye E Benjamin Profit Sharing PlanJaye E Benjamin Profit Shari…$112KSpringfield Tractor and Trailer Sales, Inc. Employee Profit SharingSpringfield Tractor and Trai…$112K
End-of-year total assets ($M) among Jorge Gonzalez Barreto Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jorge Gonzalez Barreto multi-year asset trail

Sponsor-wide plan assets over time

All Jorge Gonzalez Barreto plans reported in each filing year

Latest sponsor-wide plan assets
$123K 25.609320641916362% vs 2022
2024 filing year
$0.09M$0.1M$0.11M$0.12M$0.13M 202220232024 $0.1M $0.12M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 2 $98K
2023 1 2 $112K
2024 1 2 $123K

Jorge Gonzalez Barreto filing trail (2023)

Total Assets (Beginning of Year)$98K
Net Assets (End of Year)$112K
Net Income$14K
Employer EIN753066566
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jorge Gonzalez Barreto Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jorge Gonzalez Barreto Retirement Plan, Total assets ($M): 0.111767 · Participants: 2Jorge Gonzalez Barreto 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
Jorge Gonzalez Barreto Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jorge Gonzalez Barreto Retirement Plan side-by-side with 3 peers →

Jorge Gonzalez Barreto Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is L7 Ventures Inc. Retirement Plan in GA ($112K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Jorge Gonzalez Barreto Retirement Plan assets move in 2023? ▼
Jorge Gonzalez Barreto Retirement Plan grew at a solid clip - up 14.0% during 2023, from $98K to $112K. Reported net income was $14K.
How have Jorge Gonzalez Barreto plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jorge Gonzalez Barreto's sponsor-wide assets grew 25.6%, from $98K to $123K.
Where does Jorge Gonzalez Barreto Retirement Plan rank by assets among Form 5500 filers? ▼
Jorge Gonzalez Barreto Retirement Plan ranks in the 7th 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 Jorge Gonzalez Barreto Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is L7 Ventures Inc. Retirement Plan in GA ($112K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Jorge Gonzalez Barreto 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 753066566.

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.