Profit Sharing · DOL Form 5500 · 2023

Juan C. Maldonado Melendez Profit Sharing Plan

Data updated 2026-08-25

$332K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$82,876
Avg per participant Below avg balance/head
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Official DOL plan name: Juan C. Maldonado Melendez Retirement Plan · Sponsored by Juan C. Maldonado Melendez · Puerto Rico · Other Services

$332K in assets, 4 participants

Juan C. Maldonado Melendez's Juan C. Maldonado Melendez Retirement Plan reported $332K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,478 in Other Services (7,857 peers)

Juan C. Maldonado Melendez multi-year trail

Juan C. Maldonado Melendez's plans moved +80.1% in assets from 2022 to 2024; this filing shows Juan C. Maldonado Melendez Retirement Plan at $332K / 4 participants.

#2,478
in Other Services (7,857 peers)
+45.3%
assets growth YoY

Juan C. Maldonado Melendez Retirement Plan among the smaller filed plans by assets

Juan C. Maldonado Melendez Retirement Plan vs every filed plan by assets

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

$331,504 15th percentile higher than 15% 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

Juan C. Maldonado Melendez 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. Juan C. Maldonado Melendez Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Juan C. Maldonado Melendez Retirement Plan reported net income rose from $24K in the plan year 2022 filing to $103K in the plan year 2023 filing.
  • Juan C. Maldonado Melendez Retirement Plan end-of-year assets rose from $228K in the plan year 2022 filing to $332K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 666034528 · Juan C. Maldonado Melendez PY 2023 · Profit Sharing

Juan C. Maldonado Melendez Retirement Plan · $332K · 4 · 15th

  • BOOK $332K
  • VS-ST 4
  • BOY 15th
  • SCH Profit Sharing
  • EBSA near Simon Group Profit-Sharing Plan
  • PART ind #2478

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 →

Juan C. Maldonado Melendez Retirement Plan in the asset neighbourhood

Juan C. Maldonado Melendez Retirement PlanJuan C. Maldonado Melendez R…$332KSimon Group Profit-Sharing PlanSimon Group Profit-Sharing P…$332KChiburgh Inc 401(k)Profit Sharing PlanChiburgh Inc 401(k)Profit Sh…$331KHappy Kidz Pediatrics Pl Profit Sharing PlanHappy Kidz Pediatrics Pl Pro…$332KErnest J Wackerline Pension PlanErnest J Wackerline Pension …$332K
End-of-year total assets ($M) among Juan C. Maldonado Melendez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Juan C. Maldonado Melendez multi-year asset trail

Sponsor-wide plan assets over time

All Juan C. Maldonado Melendez plans reported in each filing year

Latest sponsor-wide plan assets
$411K 80.06216871484376% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 202220232024 $0.23M $0.41M ▲ +78.3%
Year Plans Participants Total Assets
2022 1 4 $228K
2023 1 4 $332K
2024 1 4 $411K

Juan C. Maldonado Melendez filing trail (2023)

Total Assets (Beginning of Year)$228K
Net Assets (End of Year)$332K
Net Income$103K
Employer EIN666034528
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Juan C. Maldonado Melendez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Juan C. Maldonado Melendez Retirement Plan, Total assets ($M): 0.331504 · Participants: 4Juan C. Maldonado Melendez 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
Juan C. Maldonado Melendez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Juan C. Maldonado Melendez Retirement Plan side-by-side with 3 peers →

Juan C. Maldonado Melendez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Simon Group Profit-Sharing Plan in OH ($332K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($332K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Juan C. Maldonado Melendez Retirement Plan assets move in 2023? ▼
Juan C. Maldonado Melendez Retirement Plan surged - up 45.3% during 2023, from $228K to $332K. Reported net income was $103K.
How have Juan C. Maldonado Melendez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Juan C. Maldonado Melendez's sponsor-wide assets grew 80.1%, from $228K to $411K.
Where does Juan C. Maldonado Melendez Retirement Plan rank by assets among Form 5500 filers? ▼
Juan C. Maldonado Melendez Retirement Plan ranks in the 15th 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 Juan C. Maldonado Melendez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Simon Group Profit-Sharing Plan in OH ($332K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Juan C. Maldonado Melendez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 666034528.

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.