Profit Sharing · DOL Form 5500 · 2023

Jlm and Co LLP Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
15
Participants Small participant base
27th
Percentile by assets National rank
$93,640
Avg per participant Below avg balance/head
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Official DOL plan name: Jose Luis Mendoza Retirement Plan · Sponsored by Jlm and Co LLP · Puerto Rico · Professional & Technical Services

$1M in assets, 15 participants

Jlm and Co LLP's Jose Luis Mendoza Retirement Plan reported $1M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,512 in Professional & Technical Services (20,321 peers)

Jlm and Co LLP multi-year trail

Jlm and Co LLP's plans moved +26.6% in assets from 2022 to 2024; this filing shows Jose Luis Mendoza Retirement Plan at $1M / 15 participants.

#4,512
in Professional & Technical Services (20,321 peers)
+14.2%
assets growth YoY

Jose Luis Mendoza Retirement Plan among the smaller filed plans by assets

Jose Luis Mendoza Retirement Plan vs every filed plan by assets

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

$1,404,607 27th percentile higher than 27% 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 Luis Mendoza Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jose Luis Mendoza Retirement Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jose Luis Mendoza Retirement Plan reported net income rose from -$98K in the plan year 2022 filing to $174K in the plan year 2023 filing.
  • Jose Luis Mendoza Retirement Plan reported participants fell from 20 in the plan year 2022 filing to 15 in the plan year 2023 filing.
  • Jose Luis Mendoza Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660479116 · Jlm and Co LLP PY 2023 · Profit Sharing

Jose Luis Mendoza Retirement Plan · $1M · 15 · 27th

  • BOY $1M
  • BOY 15
  • BOY 27th
  • BOY Profit Sharing
  • BOY near Ts Cafe Incorporated Retirement Plan
  • BOY ind #4512

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 Luis Mendoza Retirement Plan in the asset neighbourhood

Jose Luis Mendoza Retirement PlanJose Luis Mendoza Retirement…$1MTs Cafe Incorporated Retirement PlanTs Cafe Incorporated Retirem…$1MCircleh2 Investments Inc. Retirement PlanCircleh2 Investments Inc. Re…$1MCorrpak, Inc. Employees Profit Sharing Plan and TrustCorrpak, Inc. Employees Prof…$1MSan Diego Neurological Disorders Sp Profit Sharing PlanSan Diego Neurological Disor…$1M
End-of-year total assets ($M) among Jose Luis Mendoza Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jlm and Co LLP multi-year asset trail

Sponsor-wide plan assets over time

All Jlm and Co LLP plans reported in each filing year

Latest sponsor-wide plan assets
$2M 26.59054761666752% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.23M $1.56M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 20 $1M
2023 1 15 $1M
2024 1 23 $2M

Jlm and Co LLP filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$174K
Employer EIN660479116
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose Luis Mendoza Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose Luis Mendoza Retirement Plan, Total assets ($M): 1.404607 · Participants: 15Jose Luis Mendoza 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 Luis Mendoza Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose Luis Mendoza Retirement Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest Profit Sharing by assets is Ts Cafe Incorporated Retirement Plan in PA ($1M); by covered participants it is Sterling Oil & Chemical Company, Inc. Profit Sharing Plan in MI (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Luis Mendoza Retirement Plan assets move in 2023? ▼
Jose Luis Mendoza Retirement Plan grew at a solid clip - up 14.2% during 2023, from $1M to $1M. Reported net income was $174K.
How have Jlm and Co LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jlm and Co LLP's sponsor-wide assets grew 26.6%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Jose Luis Mendoza Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ts Cafe Incorporated Retirement Plan in PA ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose Luis Mendoza Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sterling Oil & Chemical Company, Inc. Profit Sharing Plan in MI (15 participants, $6M 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 660479116.

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.