Profit Sharing · DOL Form 5500 · 2023

Jose Durand Carrasquillo Profit Sharing Plan

Data updated 2026-08-25

$198K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$99,212
Avg per participant Below avg balance/head
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Official DOL plan name: Jose Durand Carrasquillo Retirement Plan · Sponsored by Jose Durand Carrasquillo · Puerto Rico · Professional & Technical Services

$198K in assets, 2 participants

Jose Durand Carrasquillo's Jose Durand Carrasquillo Retirement Plan reported $198K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,699 in Professional & Technical Services (20,321 peers)

Jose Durand Carrasquillo multi-year trail

Jose Durand Carrasquillo's plans moved +65.2% in assets from 2022 to 2023; this filing shows Jose Durand Carrasquillo Retirement Plan at $198K / 2 participants.

#1,699
in Professional & Technical Services (20,321 peers)
+65.2%
assets growth YoY

Jose Durand Carrasquillo Retirement Plan among the smaller filed plans by assets

Jose Durand Carrasquillo Retirement Plan vs every filed plan by assets

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

$198,424 11th percentile higher than 11% 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 Durand Carrasquillo 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 Durand Carrasquillo Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jose Durand Carrasquillo Retirement Plan reported net income rose from -$8K in the plan year 2022 filing to $78K in the plan year 2023 filing.
  • Jose Durand Carrasquillo Retirement Plan end-of-year assets rose from $120K in the plan year 2022 filing to $198K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660576738 · Jose Durand Carrasquillo PY 2023 · Profit Sharing

Jose Durand Carrasquillo Retirement Plan · $198K · 2 · 11th

  • BOOK $198K
  • BOOK 2
  • BOOK 11th
  • BOOK Profit Sharing
  • BOOK near Inversiones Ridgeway, Inc. Retirement Plan
  • BOOK ind #1699

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 →

Jose Durand Carrasquillo Retirement Plan in the asset neighbourhood

Jose Durand Carrasquillo Retirement PlanJose Durand Carrasquillo Ret…$198KInversiones Ridgeway, Inc. Retirement PlanInversiones Ridgeway, Inc. R…$198KMargaret L Miller Solo 401 K$198KHudson Screw Machine Products Company Employees Profit-Sharing Retirement TrustHudson Screw Machine Product…$198KC2believe Inc. Retirement PlanC2believe Inc. Retirement Pl…$199K
End-of-year total assets ($M) among Jose Durand Carrasquillo Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jose Durand Carrasquillo multi-year asset trail

Sponsor-wide plan assets over time

All Jose Durand Carrasquillo plans reported in each filing year

Latest sponsor-wide plan assets
$198K 65.18539484857062% vs 2022
2023 filing year
$0.1M$0.15M$0.2M$0.25M 20222023 $0.12M $0.2M ▲ +66.7%
Year Plans Participants Total Assets
2022 1 2 $120K
2023 1 2 $198K

Jose Durand Carrasquillo filing trail (2023)

Total Assets (Beginning of Year)$120K
Net Assets (End of Year)$198K
Net Income$78K
Employer EIN660576738
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose Durand Carrasquillo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose Durand Carrasquillo Retirement Plan, Total assets ($M): 0.198424 · Participants: 2Jose Durand Carrasquillo 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 Durand Carrasquillo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Jose Durand Carrasquillo Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Inversiones Ridgeway, Inc. Retirement Plan in GA ($198K); 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 Jose Durand Carrasquillo Retirement Plan assets move in 2023?
Jose Durand Carrasquillo Retirement Plan surged - up 65.2% during 2023, from $120K to $198K. Reported net income was $78K.
How have Jose Durand Carrasquillo plan assets changed over time?
Across 2 plan years on file (2022-2023), Jose Durand Carrasquillo's sponsor-wide assets grew 65.2%, from $120K to $198K.
Where does Jose Durand Carrasquillo Retirement Plan rank by assets among Form 5500 filers?
Jose Durand Carrasquillo Retirement Plan ranks in the 11th 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 Jose Durand Carrasquillo Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Inversiones Ridgeway, Inc. Retirement Plan in GA ($198K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose Durand Carrasquillo 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).